Blue Bird Corp
BLBD
75 hedge funds and large institutions have $448M invested in Blue Bird Corp in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 12 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
51% more capital invested
Capital invested by funds: $297M → $448M (+$151M)
0.29% more ownership
Funds ownership: 90.41% → 90.69% (+0.29%)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
11% less funds holding
Funds holding: 84 → 75 (-9)
75% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$6.29M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$5.87M |
| 3 |
WVP
Worth Venture Partners
Fort Lee,
New Jersey
|
+$3.04M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.73M |
| 5 |
HP
Harvey Partners
Tarrytown,
New York
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$12.7M |
| 2 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
-$6.25M |
| 3 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$2.09M |
| 4 |
BlackRock
New York
|
-$1.94M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
76
Coliseum Capital Management
Rowayton,
Connecticut
| – | -$6.25M | -514,041 | Closed |
|
77
Assenagon Asset Management
Senningerberg,
Luxembourg
| – | -$697K | -57,290 | Closed |
|
|
MSL
78
Mackay Shields LLC
New York
| – | -$529K | -43,500 | Closed |
|
79
Los Angeles Capital Management
Los Angeles,
California
| – | -$294K | -24,203 | Closed |
|
|
WG
80
Winton Group
London,
United Kingdom
| – | -$268K | -22,018 | Closed |
|
|
TI
81
Trexquant Investment
Stamford,
Connecticut
| – | -$227K | -18,636 | Closed |
|
|
GCP
82
GSA Capital Partners
London,
United Kingdom
| – | -$198K | -16,310 | Closed |
|
|
PP
83
PDT Partners
New York
| – | -$163K | -13,379 | Closed |
|
|
HF
84
HRT Financial
New York
| – | -$161K | -13,314 | Closed |
|
85
HSBC Holdings
London,
United Kingdom
| – | -$155K | -12,921 | Closed |
|
BLBD Hedge Fund Activity: Q4 2020 in Review
75 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q4 2020, worth a combined $448M — up 51% from $297M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BLBD and 3 opened new positions — a net loss of 9 holders — while 27 trimmed existing stakes and 27 added.
The largest buyer was Lord, Abbett & Co, adding an estimated $6.29M. The largest seller was Fidelity International, exiting entirely with an estimated $12.7M sold.
- 75 institutional investors held Blue Bird Corp (BLBD) as of Q4 2020, down from 84 in Q3 2020.
- Funds reported $448M of Blue Bird Corp stock for Q4 2020, up 51% quarter-over-quarter.
- 3 funds opened new Blue Bird Corp positions in Q4 2020 and 12 closed out, a net change of -9 holders.
- The largest Blue Bird Corp buyer in Q4 2020 was Lord, Abbett & Co, an estimated $6.29M added.
- The largest Blue Bird Corp seller in Q4 2020 was Fidelity International, an estimated $12.7M sold.
Based on aggregated 13F filings for Q4 2020.