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Burlington

315 hedge funds and large institutions have $6.19B invested in Burlington in 2016 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $84.5M | Put options by funds: $29.5M

103% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 32

10% more funds holding

Funds holding: 287315 (+28)

7% more capital invested

Capital invested by funds: $5.8B → $6.19B (+$393M)

1.05% less ownership

Funds ownership: 104.51%103.46% (-1%)

16% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 125

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
315
Holders Change
+28
Holders Change %
+9.76%
% of All Funds
7.88%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.23%
New
65
Increased
105
Reduced
125
Closed
32
Calls
$84.5M
Puts
$29.5M
Net Calls
+$55M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$785M +$63.6M +787,504 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$491M +$39.1M +484,212 +9%
Wells Fargo
3
Wells Fargo
California
$307M -$13.2M -163,009 -4%
Goldman Sachs
4
Goldman Sachs
New York
$259M -$21.1M -261,514 -8%
EAM
5
Eagle Asset Management
Florida
$166M -$18.1M -224,321 -10%
BIT
6
BlackRock Institutional Trust
California
$164M +$8.34M +103,331 +6%
Jennison Associates
7
Jennison Associates
New York
$158M -$41.1M -509,152 -21%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$155M -$57.3M -709,348 -28%
AllianceBernstein
9
AllianceBernstein
Tennessee
$138M +$51.7M +639,915 +64%
Victory Capital Management
10
Victory Capital Management
Texas
$136M +$27.9M +345,410 +27%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$117M +$20.3M +251,381 +22%
O
12
OppenheimerFunds
New York
$109M +$21.9M +271,374 +27%
ORI
13
Oak Ridge Investments
Illinois
$95.7M -$21M -260,507 -19%
AQR Capital Management
14
AQR Capital Management
Connecticut
$95.5M +$49.1M +608,706 +117%
Bank of America
15
Bank of America
North Carolina
$92.9M -$14.7M -182,009 -14%
State Street
16
State Street
Massachusetts
$83.6M -$4.36M -53,978 -5%
JP Morgan Chase
17
JP Morgan Chase
New York
$79.9M -$8.15M -100,982 -10%
SC
18
Samlyn Capital
New York
$79.2M +$22M +272,274 +41%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$77M +$3.18M +39,359 +5%
American Century Companies
20
American Century Companies
Missouri
$73M +$4.88M +60,472 +8%
Deutsche Bank
21
Deutsche Bank
Germany
$68.7M +$18.3M +227,285 +39%
Two Sigma Investments
22
Two Sigma Investments
New York
$65.2M -$27.6M -341,444 -31%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$62.5M -$11.2M -139,109 -16%
CCI
24
Columbus Circle Investors
$62.5M +$11.7M +145,208 +25%
Ameriprise
25
Ameriprise
Minnesota
$62.2M +$2.48M +30,679 +4%

BURL Hedge Fund Activity: Q4 2016 in Review

315 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2016, worth a combined $6.19B — up 6.8% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new BURL positions and 32 closed out — a net gain of 33 holders — while 105 added to existing stakes and 125 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $63.6M. The largest seller was Adage Capital Partners, cutting an estimated $68.6M.

  • 315 institutional investors held Burlington (BURL) as of Q4 2016, up from 287 in Q3 2016.
  • Funds reported $6.19B of Burlington stock for Q4 2016, up 6.8% quarter-over-quarter.
  • 65 funds opened new Burlington positions in Q4 2016 and 32 closed out, a net change of +33 holders.
  • The largest Burlington buyer in Q4 2016 was T. Rowe Price Associates, an estimated $63.6M added.
  • The largest Burlington seller in Q4 2016 was Adage Capital Partners, an estimated $68.6M sold.

Based on aggregated 13F filings for Q4 2016.