Blue Bird Corp
BLBD
99 hedge funds and large institutions have $572M invested in Blue Bird Corp in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
86% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 21
18% more capital invested
Capital invested by funds: $484M → $572M (+$87.1M)
15% more funds holding
Funds holding: 86 → 99 (+13)
2.25% less ownership
Funds ownership: 96.11% → 93.86% (-2.3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$6.76M |
| 2 |
Goldman Sachs
New York
|
+$5.43M |
| 3 |
Renaissance Technologies
New York
|
+$4.56M |
| 4 |
Millennium Management
New York
|
+$3.6M |
| 5 |
BlackRock
New York
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Osterweis Capital Management
San Francisco,
California
|
-$23.2M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$4.5M |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
-$1.33M |
| 4 |
WIC
Willis Investment Counsel
Gainesville,
Georgia
|
-$692K |
| 5 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$642K |
BLBD Hedge Fund Activity: Q4 2019 in Review
99 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q4 2019, worth a combined $572M — up 18% from $484M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new BLBD positions and 9 closed out — a net gain of 14 holders — while 39 added to existing stakes and 21 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $6.76M. The largest seller was Osterweis Capital Management, cutting an estimated $23.2M.
- 99 institutional investors held Blue Bird Corp (BLBD) as of Q4 2019, up from 86 in Q3 2019.
- Funds reported $572M of Blue Bird Corp stock for Q4 2019, up 18% quarter-over-quarter.
- 23 funds opened new Blue Bird Corp positions in Q4 2019 and 9 closed out, a net change of +14 holders.
- The largest Blue Bird Corp buyer in Q4 2019 was Deutsche Bank, an estimated $6.76M added.
- The largest Blue Bird Corp seller in Q4 2019 was Osterweis Capital Management, an estimated $23.2M sold.
Based on aggregated 13F filings for Q4 2019.