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Burlington

427 hedge funds and large institutions have $11.1B invested in Burlington in 2018 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 141 increasing their positions, 158 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 615 (+9)

28% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 71

13% more call options, than puts

Call options by funds: $138M | Put options by funds: $122M

5% more funds holding

Funds holding: 407427 (+20)

0.24% less ownership

Funds ownership: 102.66%102.42% (-0.24%)

2% less capital invested

Capital invested by funds: $11.3B → $11.1B (-$185M)

11% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 158

Holders
427
Holders Change
+20
Holders Change %
+4.91%
% of All Funds
9.51%
Holding in Top 10
15
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+150%
% of All Funds
0.33%
New
91
Increased
141
Reduced
158
Closed
71
Calls
$138M
Puts
$122M
Net Calls
+$16M
Net Calls Change
+$66.5M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.4B -$61.5M -380,915 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.01B +$26.3M +162,742 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$774M +$78.5M +486,171 +11%
BlackRock
4
BlackRock
New York
$636M +$151M +937,224 +32%
American Century Companies
5
American Century Companies
Missouri
$392M -$32.3M -200,073 -8%
Wells Fargo
6
Wells Fargo
California
$346M -$4.61M -28,520 -1%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$279M +$116M +717,400 +72%
AllianceBernstein
8
AllianceBernstein
Tennessee
$253M +$133M +824,260 +113%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$217M -$72.1M -446,452 -25%
State Street
10
State Street
Massachusetts
$213M +$61.1M +378,454 +41%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$188M +$26M +161,053 +16%
EAM
12
Eagle Asset Management
Florida
$172M +$9.49M +58,757 +6%
Goldman Sachs
13
Goldman Sachs
New York
$170M -$133M -822,920 -44%
CTA
14
Carillon Tower Advisers
Florida
$144M +$30.8M +190,967 +27%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$126M -$7.88M -48,811 -6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$113M +$16.4M +101,839 +17%
Victory Capital Management
17
Victory Capital Management
Texas
$112M -$6.56M -40,607 -6%
Norges Bank
18
Norges Bank
Norway
$107M +$4.08M +25,288 +4%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$107M +$27.7M +171,472 +35%
AAMU
20
AEGON Asset Management (UK)
United Kingdom
$105M -$28.3M -175,527 -21%
CAM
21
Congress Asset Management
Massachusetts
$99.5M -$10.5M -64,958 -10%
DCP
22
DSM Capital Partners
Florida
$97.3M +$44.2M +273,815 +84%
Jennison Associates
23
Jennison Associates
New York
$90M -$11.7M -72,526 -12%
Bank of America
24
Bank of America
North Carolina
$86.1M -$5.42M -33,594 -6%
Invesco
25
Invesco
Georgia
$81.3M -$5.48M -33,955 -6%

BURL Hedge Fund Activity: Q4 2018 in Review

427 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2018, worth a combined $11.1B — down 1.6% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BURL positions and 71 closed out — a net gain of 20 holders — while 141 added to existing stakes and 158 trimmed.

The largest buyer was BlackRock, adding an estimated $151M. The largest seller was Deutsche Bank, cutting an estimated $133M.

  • 427 institutional investors held Burlington (BURL) as of Q4 2018, up from 407 in Q3 2018.
  • Funds reported $11.1B of Burlington stock for Q4 2018, down 1.6% quarter-over-quarter.
  • 91 funds opened new Burlington positions in Q4 2018 and 71 closed out, a net change of +20 holders.
  • The largest Burlington buyer in Q4 2018 was BlackRock, an estimated $151M added.
  • The largest Burlington seller in Q4 2018 was Deutsche Bank, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2018.