Blue Bird Corp
BLBD
76 hedge funds and large institutions have $438M invested in Blue Bird Corp in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 12 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
0.66% less ownership
Funds ownership: 88.4% → 87.74% (-0.66%)
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
3% less funds holding
Funds holding: 78 → 76 (-2)
13% less capital invested
Capital invested by funds: $502M → $438M (-$63.1M)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
+$93M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$3.49M |
| 3 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$3.31M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$2.53M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$17.6M |
| 2 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$10M |
| 3 |
HP
Harvey Partners
Tarrytown,
New York
|
-$2.92M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$2.85M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HP
76
Harvey Partners
Tarrytown,
New York
| – | -$2.92M | -140,000 | Closed |
|
|
77
Russell Investments Group
London,
United Kingdom
| – | -$2.85M | -136,614 | Closed |
|
|
78
Assenagon Asset Management
Senningerberg,
Luxembourg
| – | -$2.29M | -109,984 | Closed |
|
|
CA
79
Cortland Associates
St Louis,
Missouri
| – | -$692K | -33,160 | Closed |
|
80
Two Sigma Advisers
New York
| – | -$474K | -22,700 | Closed |
|
|
CAM
81
Cresset Asset Management
Chicago,
Illinois
| – | -$340K | -16,319 | Closed |
|
82
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$228K | -10,938 | Closed |
|
83
SG Americas Securities
New York
| – | -$123K | -5,878 | Closed |
|
|
RE
84
RBC Europe
London,
United Kingdom
| – | -$22.9K | -1,100 | Closed |
|
BLBD Hedge Fund Activity: Q4 2021 in Review
76 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q4 2021, worth a combined $438M — down 13% from $502M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BLBD and 10 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 24 added.
The largest buyer was Coliseum Capital Management, opening a new position worth an estimated $93M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $17.6M sold.
- 76 institutional investors held Blue Bird Corp (BLBD) as of Q4 2021, down from 78 in Q3 2021.
- Funds reported $438M of Blue Bird Corp stock for Q4 2021, down 13% quarter-over-quarter.
- 10 funds opened new Blue Bird Corp positions in Q4 2021 and 12 closed out, a net change of -2 holders.
- The largest Blue Bird Corp buyer in Q4 2021 was Coliseum Capital Management, an estimated $93M added.
- The largest Blue Bird Corp seller in Q4 2021 was Manulife (Manufacturers Life Insurance), an estimated $17.6M sold.
Based on aggregated 13F filings for Q4 2021.