Blue Bird Corp
BLBD
50 hedge funds and large institutions have $91.4M invested in Blue Bird Corp in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 4 reducing their positions, and 6 closing their positions.
575% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 4
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
9% more funds holding
Funds holding: 46 → 50 (+4)
57% less capital invested
Capital invested by funds: $212M → $91.4M (-$120M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSP
Tappan Street Partners
Chicago,
Illinois
|
+$2.3M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$817K |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$809K |
| 4 |
BCM
Breithorn Capital Management
New York
|
+$581K |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$457K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Feinberg Stephen
|
-$130M |
| 2 |
AIM
Assured Investment Management
New York
|
-$3.23M |
| 3 |
CC
Coastland Capital
Palo Alto,
California
|
-$1.46M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$243K |
| 5 |
SIM
Spark Investment Management
New York
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FS
51
Feinberg Stephen
| – | -$130M | -12,000,000 | Closed |
|
|
AIM
52
Assured Investment Management
New York
| – | -$3.23M | -297,345 | Closed |
|
|
OAM
53
Oxford Asset Management
Oxford,
United Kingdom
| – | -$243K | -22,434 | Closed |
|
|
SIM
54
Spark Investment Management
New York
| – | -$113K | -10,500 | Closed |
|
55
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$9K | -861 | Closed |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| – | -$2K | -91 | Closed |
|
BLBD Hedge Fund Activity: Q2 2016 in Review
50 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q2 2016, worth a combined $91.4M — down 57% from $212M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BLBD positions and 6 closed out — a net gain of 4 holders — while 27 added to existing stakes and 4 trimmed.
The largest buyer was Tappan Street Partners, adding an estimated $2.3M. The largest seller was Feinberg Stephen, exiting entirely with an estimated $130M sold.
- 50 institutional investors held Blue Bird Corp (BLBD) as of Q2 2016, up from 46 in Q1 2016.
- Funds reported $91.4M of Blue Bird Corp stock for Q2 2016, down 57% quarter-over-quarter.
- 10 funds opened new Blue Bird Corp positions in Q2 2016 and 6 closed out, a net change of +4 holders.
- The largest Blue Bird Corp buyer in Q2 2016 was Tappan Street Partners, an estimated $2.3M added.
- The largest Blue Bird Corp seller in Q2 2016 was Feinberg Stephen, an estimated $130M sold.
Based on aggregated 13F filings for Q2 2016.