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Burlington

432 hedge funds and large institutions have $10.7B invested in Burlington in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 145 increasing their positions, 176 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more call options, than puts

Call options by funds: $68.9M | Put options by funds: $67.3M

0.77% more ownership

Funds ownership: 101.57%102.34% (+0.77%)

6% less funds holding

Funds holding: 462432 (-30)

18% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 176

28% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 94

30% less capital invested

Capital invested by funds: $15.3B → $10.7B (-$4.68B)

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

Holders
432
Holders Change
-30
Holders Change %
-6.49%
% of All Funds
9.52%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.13%
New
68
Increased
145
Reduced
176
Closed
94
Calls
$68.9M
Puts
$67.3M
Net Calls
+$1.54M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.31B +$218M +1,033,474 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$973M +$34.9M +165,742 +3%
Capital World Investors
3
Capital World Investors
California
$607M +$61.6M +292,800 +8%
BlackRock
4
BlackRock
New York
$592M -$233M -1,104,886 -23%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$506M +$23M +109,127 +4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$392M -$6.78M -32,201 -1%
Wells Fargo
7
Wells Fargo
California
$232M -$34.2M -162,445 -10%
State Street
8
State Street
Massachusetts
$228M +$5.75M +27,291 +2%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$221M +$107M +508,579 +57%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$211M -$90.5M -429,951 -24%
Victory Capital Management
11
Victory Capital Management
Texas
$204M +$134M +638,087 +98%
TP
12
Third Point
New York
$178M -$57.9M -275,000 -20%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$155M -$103M -489,899 -33%
Parnassus Investments
14
Parnassus Investments
California
$132M +$30.8M +146,258 +21%
ACM
15
Atlanta Capital Management
Georgia
$126M +$168M +795,680 New
Artisan Partners
16
Artisan Partners
Wisconsin
$123M +$2.25M +10,675 +1%
American Century Companies
17
American Century Companies
Missouri
$123M -$77.4M -367,474 -32%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$121M +$3.29M +15,645 +2%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$112M +$32.8M +155,856 +28%
Norges Bank
20
Norges Bank
Norway
$106M +$927K +4,401 +0.7%
DCP
21
DSM Capital Partners
Florida
$105M +$15.2M +71,962 +12%
SC
22
Samlyn Capital
New York
$104M +$139M +659,006 New
Wellington Management Group
23
Wellington Management Group
Massachusetts
$104M -$200M -948,417 -59%
EAM
24
Eagle Asset Management
Florida
$104M -$20.1M -95,601 -13%
Bessemer Group
25
Bessemer Group
New Jersey
$93.8M +$38.5M +182,992 +45%

BURL Hedge Fund Activity: Q1 2020 in Review

432 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2020, worth a combined $10.7B — down 30% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BURL and 68 opened new positions — a net loss of 26 holders — while 176 trimmed existing stakes and 145 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $218M. The largest seller was BlackRock, cutting an estimated $233M.

  • 432 institutional investors held Burlington (BURL) as of Q1 2020, down from 462 in Q4 2019.
  • Funds reported $10.7B of Burlington stock for Q1 2020, down 30% quarter-over-quarter.
  • 68 funds opened new Burlington positions in Q1 2020 and 94 closed out, a net change of -26 holders.
  • The largest Burlington buyer in Q1 2020 was T. Rowe Price Associates, an estimated $218M added.
  • The largest Burlington seller in Q1 2020 was BlackRock, an estimated $233M sold.

Based on aggregated 13F filings for Q1 2020.