Blue Bird Corp
BLBD
76 hedge funds and large institutions have $396M invested in Blue Bird Corp in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 11 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
2% more capital invested
Capital invested by funds: $388M → $396M (+$7.87M)
0.01% more ownership
Funds ownership: 98.31% → 98.32% (+0.01%)
4% less funds holding
Funds holding: 79 → 76 (-3)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$9.78M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$8.69M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$2.56M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.81M |
| 5 |
BlackRock
New York
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
-$6.86M |
| 2 |
TSP
Tappan Street Partners
Chicago,
Illinois
|
-$2.81M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.99M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$1.46M |
| 5 |
SC
Spitfire Capital
Mill Valley,
California
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
76
Meeder Asset Management
Dublin,
Ohio
| $1K | +$1.59K | +88 | New |
|
|
TSP
77
Tappan Street Partners
Chicago,
Illinois
| – | -$2.81M | -164,100 | Closed |
|
|
IECM
78
Intrinsic Edge Capital Management
Chicago,
Illinois
| – | -$1.46M | -84,996 | Closed |
|
79
Two Sigma Investments
New York
| – | -$542K | -31,579 | Closed |
|
80
Goldman Sachs
New York
| – | -$281K | -16,398 | Closed |
|
|
NI
81
Numeric Investors
Boston,
Massachusetts
| – | -$209K | -12,200 | Closed |
|
82
Millennium Management
New York
| – | -$206K | -11,994 | Closed |
|
83
Walleye Trading
New York
| – | -$38 | -2,200 | Closed |
|
84
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$19K | -1,099 | Closed |
|
|
WAM
85
Wolverine Asset Management
Chicago,
Illinois
| – | -$13K | -769 | Closed |
|
|
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$5.14K | -300 | Closed |
|
87
UBS Group
Zurich,
Switzerland
| – | -$1K | -32 | Closed |
|
BLBD Hedge Fund Activity: Q2 2017 in Review
76 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q2 2017, worth a combined $396M — up 2% from $388M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BLBD and 8 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 28 added.
The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $9.78M. The largest seller was Coliseum Capital Management, cutting an estimated $6.86M.
- 76 institutional investors held Blue Bird Corp (BLBD) as of Q2 2017, down from 79 in Q1 2017.
- Funds reported $396M of Blue Bird Corp stock for Q2 2017, up 2% quarter-over-quarter.
- 8 funds opened new Blue Bird Corp positions in Q2 2017 and 11 closed out, a net change of -3 holders.
- The largest Blue Bird Corp buyer in Q2 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $9.78M added.
- The largest Blue Bird Corp seller in Q2 2017 was Coliseum Capital Management, an estimated $6.86M sold.
Based on aggregated 13F filings for Q2 2017.