Blue Bird Corp
BLBD
79 hedge funds and large institutions have $388M invested in Blue Bird Corp in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
17% more capital invested
Capital invested by funds: $332M → $388M (+$56.3M)
4% more funds holding
Funds holding: 76 → 79 (+3)
3.29% more ownership
Funds ownership: 95.02% → 98.31% (+3.3%)
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$20.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$16.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.99M |
| 4 |
BlackRock
New York
|
+$4.29M |
| 5 |
ECM
Engine Capital Management
New York
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
-$24.8M |
| 2 |
TSP
Tappan Street Partners
Chicago,
Illinois
|
-$4.66M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$1.26M |
| 4 |
SIM
Spark Investment Management
New York
|
-$500K |
| 5 |
Morgan Stanley
New York
|
-$438K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
UBS Group
Zurich,
Switzerland
| $1K | -$21.8K | -1,313 | -98% |
|
77
BNP Paribas Financial Markets
Paris,
France
| $292 | +$150 | +9 | +113% |
|
78
Walleye Trading
New York
| $38 | – | – | – |
|
79
Charles Schwab
San Francisco,
California
| – | -$437K | -28,252 | Closed |
|
|
SCP
80
Steamboat Capital Partners
Rye,
New York
| – | -$184K | -11,886 | Closed |
|
|
OAM
81
Oxford Asset Management
Oxford,
United Kingdom
| – | -$168K | -10,905 | Closed |
|
82
JP Morgan Chase
New York
| – | -$72K | -4,672 | Closed |
|
|
CCMH
83
Cornerstone Capital Management Holdings
New York
| – | -$59K | -3,900 | Closed |
|
|
TRCT
84
Tower Research Capital (TRC)
New York
| – | -$20K | -1,284 | Closed |
|
|
AA
85
Ancora Advisors
Cleveland,
Ohio
| – | -$11K | -700 | Closed |
|
86
Barclays
London,
United Kingdom
| – | +$416 | +25 | New |
|
BLBD Hedge Fund Activity: Q1 2017 in Review
79 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q1 2017, worth a combined $388M — up 17% from $332M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BLBD positions and 7 closed out — a net gain of 7 holders — while 25 added to existing stakes and 26 trimmed.
The largest buyer was Skandinaviska Enskilda Banken (SEB), opening a new position worth an estimated $20.4M. The largest seller was Coliseum Capital Management, cutting an estimated $24.8M.
- 79 institutional investors held Blue Bird Corp (BLBD) as of Q1 2017, up from 76 in Q4 2016.
- Funds reported $388M of Blue Bird Corp stock for Q1 2017, up 17% quarter-over-quarter.
- 14 funds opened new Blue Bird Corp positions in Q1 2017 and 7 closed out, a net change of +7 holders.
- The largest Blue Bird Corp buyer in Q1 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $20.4M added.
- The largest Blue Bird Corp seller in Q1 2017 was Coliseum Capital Management, an estimated $24.8M sold.
Based on aggregated 13F filings for Q1 2017.