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Burlington

228 hedge funds and large institutions have $4.27B invested in Burlington in 2015 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 91 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

47% more capital invested

Capital invested by funds: $2.9B → $4.27B (+$1.37B)

44% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 63

27% more funds holding

Funds holding: 179228 (+49)

13.31% more ownership

Funds ownership: 82.28%95.59% (+13%)

5% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $15M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
228
Holders Change
+49
Holders Change %
+27.37%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
66
Increased
91
Reduced
63
Closed
17
Calls
$14.3M
Puts
$15M
Net Calls
-$764K
Net Calls Change
-$67M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
201
Canada Life
Manitoba, Canada
$314K +$107K +2,000 +61%
ZIM
202
Zacks Investment Management
Illinois
$306K -$103K -1,915 -27%
N
203
Natixis
France
$266K +$241K +4,484 New
PMAM
204
Picton Mahoney Asset Management
Ontario, Canada
$261K +$236K +4,400 New
PAM
205
Panagora Asset Management
Massachusetts
$251K
US Bancorp
206
US Bancorp
Minnesota
$233K +$176K +3,285 +523%
F
207
FolioMetrix
Nebraska
$231K +$208K +3,880 New
SB
208
Suntrust Banks
Georgia
$209K +$189K +3,525 New
ST
209
Spot Trading
Illinois
$203K -$290K -5,399 -61%
AIM
210
Assured Investment Management
New York
$190K +$171K +3,190 New
Asset Management One
211
Asset Management One
Japan
$179K -$80.9K -1,509 -33%
SG Americas Securities
212
SG Americas Securities
New York
$173K +$23.2K +432 +17%
TRCT
213
Tower Research Capital (TRC)
New York
$169K +$152K +2,840 New
IRS
214
Invictus RG (Singapore)
Singapore
$148K -$16.3K -304 -11%
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$115K +$36K +671 +53%
Parallax Volatility Advisers
216
Parallax Volatility Advisers
California
$110K +$99K +1,846 New
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$100K +$84.9K +1,583 +1,615%
Group One Trading
218
Group One Trading
Illinois
$64K -$1.15M -21,451 -95%
LTFS
219
Ladenburg Thalmann Financial Services
Florida
$59K +$53.7K +1,002 New
MFS
220
MSI Financial Services
Massachusetts
$44K +$6.17K +115 +18%
FNBT
221
FineMark National Bank & Trust
Florida
$43K +$38.5K +717 New
FMA
222
FNY Managed Accounts
New York
$35.7K -$21.5K -400 -40%
FHA
223
First Horizon Advisors
Tennessee
$32K +$26.9K +501 +1,222%
Zurich Cantonal Bank
224
Zurich Cantonal Bank
Switzerland
$16K +$14.2K +265 New
Acadian Asset Management
225
Acadian Asset Management
Massachusetts
$15K -$181K -3,383 -93%

BURL Hedge Fund Activity: Q1 2015 in Review

228 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2015, worth a combined $4.27B — up 47% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BURL positions and 17 closed out — a net gain of 49 holders — while 91 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $82.2M. The largest seller was Adage Capital Partners, cutting an estimated $107M.

  • 228 institutional investors held Burlington (BURL) as of Q1 2015, up from 179 in Q4 2014.
  • Funds reported $4.27B of Burlington stock for Q1 2015, up 47% quarter-over-quarter.
  • 66 funds opened new Burlington positions in Q1 2015 and 17 closed out, a net change of +49 holders.
  • The largest Burlington buyer in Q1 2015 was BlackRock Institutional Trust, an estimated $82.2M added.
  • The largest Burlington seller in Q1 2015 was Adage Capital Partners, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2015.