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Burlington

248 hedge funds and large institutions have $4.51B invested in Burlington in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

56% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 34

33% more capital invested

Capital invested by funds: $3.38B → $4.51B (+$1.13B)

7.9% more ownership

Funds ownership: 103.66%111.55% (+7.9%)

8% more funds holding

Funds holding: 230248 (+18)

1% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 90

20% less call options, than puts

Call options by funds: $36.6M | Put options by funds: $45.9M

Holders
248
Holders Change
+18
Holders Change %
+7.83%
% of All Funds
6.61%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
53
Increased
89
Reduced
90
Closed
34
Calls
$36.6M
Puts
$45.9M
Net Calls
-$9.29M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$356M +$33.9M +649,170 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$307M +$5.72M +109,566 +2%
Wells Fargo
3
Wells Fargo
California
$257M +$9.97M +190,969 +4%
Goldman Sachs
4
Goldman Sachs
New York
$173M +$18.3M +349,764 +13%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$170M +$53.1M +1,016,120 +50%
Jennison Associates
6
Jennison Associates
New York
$152M +$19.5M +372,498 +16%
BIT
7
BlackRock Institutional Trust
California
$114M -$8.42M -161,179 -7%
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$111M +$103M +1,980,630 New
EAM
9
Eagle Asset Management
Florida
$111M +$9.18M +175,743 +10%
BFA
10
BlackRock Fund Advisors
California
$103M -$3.69M -70,558 -4%
ORI
11
Oak Ridge Investments
Illinois
$93.2M +$2.34M +44,742 +3%
Bank of America
12
Bank of America
North Carolina
$88.8M -$12.9M -247,759 -14%
State Street
13
State Street
Massachusetts
$87.4M -$202K -3,876 -0.2%
Invesco
14
Invesco
Georgia
$84.3M +$5.07M +97,075 +7%
CIP
15
Chartwell Investment Partners
Pennsylvania
$83.3M +$10M +191,721 +15%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$81.9M -$26.6M -510,100 -26%
ACM
17
Apex Capital Management
Ohio
$80.7M +$5.93M +113,593 +9%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$73.8M +$29.5M +564,730 +76%
SAM
19
Scopus Asset Management
New York
$71.1M +$15.1M +289,373 +30%
American Century Companies
20
American Century Companies
Missouri
$64.3M -$17M -325,729 -22%
SC
21
Samlyn Capital
New York
$62.7M +$58.2M +1,114,700 New
O
22
OppenheimerFunds
New York
$61.9M -$3.88M -74,193 -6%
TCM
23
TimesSquare Capital Management
New York
$61.3M -$15.4M -294,940 -21%
Ameriprise
24
Ameriprise
Minnesota
$56.4M +$10.8M +207,484 +26%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$55.8M -$2.69M -51,461 -5%

BURL Hedge Fund Activity: Q1 2016 in Review

248 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2016, worth a combined $4.51B — up 33% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BURL positions and 34 closed out — a net gain of 19 holders — while 89 added to existing stakes and 90 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $103M. The largest seller was 1832 Asset Management, cutting an estimated $78.2M.

  • 248 institutional investors held Burlington (BURL) as of Q1 2016, up from 230 in Q4 2015.
  • Funds reported $4.51B of Burlington stock for Q1 2016, up 33% quarter-over-quarter.
  • 53 funds opened new Burlington positions in Q1 2016 and 34 closed out, a net change of +19 holders.
  • The largest Burlington buyer in Q1 2016 was Balyasny Asset Management, an estimated $103M added.
  • The largest Burlington seller in Q1 2016 was 1832 Asset Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q1 2016.