Burlington
BURL
430 hedge funds and large institutions have $11.5B invested in Burlington in 2019 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 165 reducing their positions, and 63 closing their positions.
7.31% more ownership
Funds ownership: 102.42% → 109.72% (+7.3%)
10% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 63
4% more capital invested
Capital invested by funds: $11.1B → $11.5B (+$418M)
1% more funds holding
Funds holding: 427 → 430 (+3)
6% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 165
16% less call options, than puts
Call options by funds: $112M | Put options by funds: $133M
60% less funds holding in top 10
Funds holding in top 10: 15 → 6 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$255M |
| 2 |
BlackRock
New York
|
+$121M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$116M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$113M |
| 5 |
SCM
Steadfast Capital Management
New York
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$145M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$87.5M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$60.1M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$56.2M |
| 5 |
D.E. Shaw & Co
New York
|
-$51.8M |
BURL Hedge Fund Activity: Q1 2019 in Review
430 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2019, worth a combined $11.5B — up 3.8% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new BURL positions and 63 closed out — a net gain of 6 holders — while 155 added to existing stakes and 165 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $255M. The largest seller was Fidelity Investments, cutting an estimated $145M.
- 430 institutional investors held Burlington (BURL) as of Q1 2019, up from 427 in Q4 2018.
- Funds reported $11.5B of Burlington stock for Q1 2019, up 3.8% quarter-over-quarter.
- 69 funds opened new Burlington positions in Q1 2019 and 63 closed out, a net change of +6 holders.
- The largest Burlington buyer in Q1 2019 was T. Rowe Price Associates, an estimated $255M added.
- The largest Burlington seller in Q1 2019 was Fidelity Investments, an estimated $145M sold.
Based on aggregated 13F filings for Q1 2019.