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Burlington

287 hedge funds and large institutions have $5.8B invested in Burlington in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 130 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $57.3M | Put options by funds: $18.8M

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

14% more capital invested

Capital invested by funds: $5.08B → $5.8B (+$724M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 267287 (+20)

1.89% less ownership

Funds ownership: 106.4%104.51% (-1.9%)

32% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 130

Holders
287
Holders Change
+20
Holders Change %
+7.49%
% of All Funds
7.66%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
53
Increased
88
Reduced
130
Closed
32
Calls
$57.3M
Puts
$18.8M
Net Calls
+$38.5M
Net Calls Change
+$57.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Symphony Asset Management
California
$932K +$103K +1,327 +13%
Capstone Investment Advisors
177
Capstone Investment Advisors
New York
$910K -$395K -5,107 -31%
DCM
178
Driehaus Capital Management
Illinois
$889K +$848K +10,968 New
HMS
179
Hanseatic Management Services
New Mexico
$884K +$844K +10,914 New
LPL Financial
180
LPL Financial
California
$883K -$137K -1,766 -14%
BCM
181
Bayesian Capital Management
New York
$875K +$124K +1,600 +17%
ZIM
182
Zacks Investment Management
Illinois
$862K +$823K +10,644 New
Tudor Investment Corp
183
Tudor Investment Corp
Connecticut
$828K -$195K -2,524 -20%
Stifel Financial
184
Stifel Financial
Missouri
$820K -$435K -5,627 -36%
AB
185
Amalgamated Bank
New York
$815K +$773 +10 +0.1%
TI
186
Trexquant Investment
Connecticut
$762K -$355K -4,588 -33%
CEP
187
Chicago Equity Partners
Illinois
$750K +$716K +9,260 New
AG
188
Algert Global
California
$743K +$710K +9,176 New
BIM
189
BRC Investment Management
Colorado
$731K +$698K +9,023 New
PAM
190
Paradigm Asset Management
New York
$729K +$696K +9,000 New
PSUF
191
People's United Financial
Connecticut
$726K +$27.4K +354 +4%
AG
192
Aperio Group
California
$710K +$248K +3,201 +58%
PHK
193
Point72 Hong Kong
Hong Kong
$650K +$582K +7,522 +1,504%
FMT
194
First Mercantile Trust
Tennessee
$642K +$227K +2,936 +59%
HSBC Holdings
195
HSBC Holdings
United Kingdom
$633K -$100K -1,294 -14%
PAM
196
Panagora Asset Management
Massachusetts
$627K +$517K +6,684 +630%
Teacher Retirement System of Texas
197
Teacher Retirement System of Texas
Texas
$614K -$234K -3,031 -29%
CMANY
198
Capital Management Associates (New York)
New York
$608K -$77.3K -1,000 -12%
NIT
199
NumerixS Investment Technologies
British Columbia, Canada
$600K +$124K +1,607 +28%
HC
200
Henshaw Capital
Massachusetts
$560K

BURL Hedge Fund Activity: Q3 2016 in Review

287 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2016, worth a combined $5.8B — up 14% from $5.08B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BURL positions and 32 closed out — a net gain of 21 holders — while 88 added to existing stakes and 130 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $102M. The largest seller was Adage Capital Partners, cutting an estimated $136M.

  • 287 institutional investors held Burlington (BURL) as of Q3 2016, up from 267 in Q2 2016.
  • Funds reported $5.8B of Burlington stock for Q3 2016, up 14% quarter-over-quarter.
  • 53 funds opened new Burlington positions in Q3 2016 and 32 closed out, a net change of +21 holders.
  • The largest Burlington buyer in Q3 2016 was T. Rowe Price Associates, an estimated $102M added.
  • The largest Burlington seller in Q3 2016 was Adage Capital Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2016.