Blue Bird Corp
BLBD
77 hedge funds and large institutions have $468M invested in Blue Bird Corp in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 10 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 17
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
18% more capital invested
Capital invested by funds: $396M → $468M (+$71.7M)
1% more funds holding
Funds holding: 76 → 77 (+1)
4.6% less ownership
Funds ownership: 98.32% → 93.72% (-4.6%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tocqueville Asset Management
New York
|
+$6.82M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$3.34M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.33M |
| 4 |
Renaissance Technologies
New York
|
+$2.26M |
| 5 |
Millennium Management
New York
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
-$12.6M |
| 2 |
CC
Cannell Capital
Alta,
Wyoming
|
-$8.25M |
| 3 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
-$1.53M |
| 4 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$1.26M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$837K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Barclays
London,
United Kingdom
| $7K | -$647 | -36 | -9% |
|
|
AIP
77
Ameritas Investment Partners
Lincoln,
Nebraska
| $7K | – | – | – |
|
|
CCM
78
Coliseum Capital Management
Rowayton,
Connecticut
| – | -$12.6M | -742,566 | Closed |
|
|
CC
79
Cannell Capital
Alta,
Wyoming
| – | -$8.25M | -485,431 | Closed |
|
|
CEP
80
Chicago Equity Partners
Chicago,
Illinois
| – | -$1.53M | -89,960 | Closed |
|
|
CM
81
Crestline Management
Fort Worth,
Texas
| – | -$775K | -45,569 | Closed |
|
82
Arrowstreet Capital
Boston,
Massachusetts
| – | -$738K | -43,392 | Closed |
|
|
BFM
83
Boothbay Fund Management
New York
| – | -$221K | -12,999 | Closed |
|
|
DADC
84
D.A. Davidson & Co
Great Falls,
Montana
| – | -$12K | -731 | Closed |
|
|
AIM
85
Acrospire Investment Management
Chicago,
Illinois
| – | -$12K | -701 | Closed |
|
|
PAM
86
Panagora Asset Management
Boston,
Massachusetts
| – | -$10K | -589 | Closed |
|
87
Citigroup
New York
| – | -$1K | -78 | Closed |
|
BLBD Hedge Fund Activity: Q3 2017 in Review
77 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q3 2017, worth a combined $468M — up 18% from $396M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BLBD positions and 10 closed out — a net gain of 2 holders — while 31 added to existing stakes and 17 trimmed.
The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $6.82M. The largest seller was Coliseum Capital Management, exiting entirely with an estimated $12.6M sold.
- 77 institutional investors held Blue Bird Corp (BLBD) as of Q3 2017, up from 76 in Q2 2017.
- Funds reported $468M of Blue Bird Corp stock for Q3 2017, up 18% quarter-over-quarter.
- 12 funds opened new Blue Bird Corp positions in Q3 2017 and 10 closed out, a net change of +2 holders.
- The largest Blue Bird Corp buyer in Q3 2017 was Tocqueville Asset Management, an estimated $6.82M added.
- The largest Blue Bird Corp seller in Q3 2017 was Coliseum Capital Management, an estimated $12.6M sold.
Based on aggregated 13F filings for Q3 2017.