We are live on ! Find out more
BURL icon

Burlington

339 hedge funds and large institutions have $8.63B invested in Burlington in 2017 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 90 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $334M | Put options by funds: $78.2M

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

27% more capital invested

Capital invested by funds: $6.77B → $8.63B (+$1.86B)

14% more funds holding

Funds holding: 298339 (+41)

1.38% more ownership

Funds ownership: 102.84%104.22% (+1.4%)

35% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 138

Holders
339
Holders Change
+41
Holders Change %
+13.76%
% of All Funds
7.69%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.25%
New
80
Increased
90
Reduced
138
Closed
37
Calls
$334M
Puts
$78.2M
Net Calls
+$256M
Net Calls Change
+$223M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B -$45.4M -445,687 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$765M -$25.3M -248,987 -4%
BlackRock
3
BlackRock
New York
$368M +$5.78M +56,769 +2%
VOYA Investment Management
4
VOYA Investment Management
Georgia
$339M -$15M -147,464 -5%
Goldman Sachs
5
Goldman Sachs
New York
$325M +$4.48M +44,008 +2%
Wells Fargo
6
Wells Fargo
California
$276M -$34.4M -338,073 -13%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$260M +$167M +1,636,224 +346%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$235M +$94.9M +931,995 +95%
Citadel Advisors
9
Citadel Advisors
Florida
$210M +$13M +127,961 +8%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$176M -$58M -569,466 -28%
EAM
11
Eagle Asset Management
Florida
$169M +$11.9M +116,893 +9%
Victory Capital Management
12
Victory Capital Management
Texas
$167M +$4.52M +44,350 +3%
American Century Companies
13
American Century Companies
Missouri
$160M +$44.4M +435,831 +51%
AQR Capital Management
14
AQR Capital Management
Connecticut
$145M +$19.1M +187,442 +19%
AllianceBernstein
15
AllianceBernstein
Tennessee
$141M -$1.63M -16,007 -1%
State Street
16
State Street
Massachusetts
$125M +$2.73M +26,831 +3%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$108M +$4.49M +44,141 +5%
JP Morgan Chase
18
JP Morgan Chase
New York
$103M -$11.5M -112,861 -12%
AAMU
19
AEGON Asset Management (UK)
United Kingdom
$91.5M -$1.26M -12,372 -2%
Jennison Associates
20
Jennison Associates
New York
$88.5M -$51.5M -506,054 -41%
SAM
21
Scopus Asset Management
New York
$88.2M -$814K -8,000 -1%
CAM
22
Congress Asset Management
Massachusetts
$87.4M +$72.3M +710,477 New
Aberdeen Group
23
Aberdeen Group
United Kingdom
$83.6M +$60.1M +590,048 +662%
SC
24
Samlyn Capital
New York
$80.4M +$2.73M +26,845 +4%
O
25
OppenheimerFunds
New York
$78.7M -$18.2M -178,336 -22%

BURL Hedge Fund Activity: Q4 2017 in Review

339 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2017, worth a combined $8.63B — up 27% from $6.77B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BURL positions and 37 closed out — a net gain of 43 holders — while 90 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $167M. The largest seller was Two Sigma Investments, cutting an estimated $66.5M.

  • 339 institutional investors held Burlington (BURL) as of Q4 2017, up from 298 in Q3 2017.
  • Funds reported $8.63B of Burlington stock for Q4 2017, up 27% quarter-over-quarter.
  • 80 funds opened new Burlington positions in Q4 2017 and 37 closed out, a net change of +43 holders.
  • The largest Burlington buyer in Q4 2017 was Fidelity Investments, an estimated $167M added.
  • The largest Burlington seller in Q4 2017 was Two Sigma Investments, an estimated $66.5M sold.

Based on aggregated 13F filings for Q4 2017.