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Burlington

316 hedge funds and large institutions have $7.14B invested in Burlington in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 101 increasing their positions, 134 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $34.2M

24% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $6.19B → $7.14B (+$945M)

0.97% more ownership

Funds ownership: 103.46%104.43% (+0.97%)

0% more funds holding

Funds holding: 315316 (+1)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

25% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 134

Holders
316
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.87%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
52
Increased
101
Reduced
134
Closed
42
Calls
$54.5M
Puts
$34.2M
Net Calls
+$20.4M
Net Calls Change
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$952M +$46.6M +526,820 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$619M +$50.5M +570,160 +10%
Wells Fargo
3
Wells Fargo
California
$356M +$2.88M +32,506 +0.9%
BlackRock
4
BlackRock
New York
$301M +$270M +3,049,978 +7,290%
Goldman Sachs
5
Goldman Sachs
New York
$290M -$6.89M -77,790 -3%
VOYA Investment Management
6
VOYA Investment Management
Georgia
$226M +$43.7M +493,304 +27%
Jennison Associates
7
Jennison Associates
New York
$179M -$1.97M -22,291 -1%
AllianceBernstein
8
AllianceBernstein
Tennessee
$173M +$13.1M +148,105 +9%
EAM
9
Eagle Asset Management
Florida
$143M -$44M -496,484 -25%
Victory Capital Management
10
Victory Capital Management
Texas
$137M -$17.4M -196,843 -12%
AQR Capital Management
11
AQR Capital Management
Connecticut
$131M +$19.4M +219,088 +19%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$120M +$95.8M +1,081,370 +719%
O
13
OppenheimerFunds
New York
$109M -$14.8M -167,095 -13%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$106M +$96.6M +1,091,158 New
Bank of America
15
Bank of America
North Carolina
$103M -$3.57M -40,265 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
$98.6M +$6.28M +70,950 +8%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$97.2M +$7.94M +89,694 +10%
State Street
18
State Street
Massachusetts
$95.5M -$423K -4,779 -0.5%
American Century Companies
19
American Century Companies
Missouri
$83M -$702K -7,924 -0.9%
Two Sigma Investments
20
Two Sigma Investments
New York
$77.5M +$2.48M +28,023 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$76.5M +$25.9M +292,678 +59%
CCI
22
Columbus Circle Investors
$72.1M +$356K +4,024 +0.5%
Invesco
23
Invesco
Georgia
$70.4M +$2.38M +26,882 +4%
Ameriprise
24
Ameriprise
Minnesota
$69.6M -$1.61M -18,181 -2%
ORI
25
Oak Ridge Investments
Illinois
$62.3M -$43.3M -488,663 -43%

BURL Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2017, worth a combined $7.14B — up 15% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BURL positions and 42 closed out — a net gain of 10 holders — while 101 added to existing stakes and 134 trimmed.

The largest buyer was BlackRock, adding an estimated $270M. The largest seller was Balyasny Asset Management, cutting an estimated $65.9M.

  • 316 institutional investors held Burlington (BURL) as of Q1 2017, up from 315 in Q4 2016.
  • Funds reported $7.14B of Burlington stock for Q1 2017, up 15% quarter-over-quarter.
  • 52 funds opened new Burlington positions in Q1 2017 and 42 closed out, a net change of +10 holders.
  • The largest Burlington buyer in Q1 2017 was BlackRock, an estimated $270M added.
  • The largest Burlington seller in Q1 2017 was Balyasny Asset Management, an estimated $65.9M sold.

Based on aggregated 13F filings for Q1 2017.