Blue Bird Corp
BLBD
80 hedge funds and large institutions have $560M invested in Blue Bird Corp in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
28% more capital invested
Capital invested by funds: $438M → $560M (+$121M)
24% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 25
5% more funds holding
Funds holding: 76 → 80 (+4)
5.25% more ownership
Funds ownership: 87.74% → 92.98% (+5.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$15.5M |
| 2 |
3C
325 Capital
New York
|
+$14.7M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.19M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$1.7M |
| 5 |
BlackRock
New York
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$6.59M |
| 2 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$3.2M |
| 3 |
Renaissance Technologies
New York
|
-$1.61M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$893K |
| 5 |
OCM
Olstein Capital Management
Purchase,
New York
|
-$882K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCV
76
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $1K | – | – | – |
|
77
Millennium Management
New York
| – | -$594K | -37,966 | Closed |
|
|
EGM
78
Engineers Gate Manager
New York
| – | -$261K | -16,681 | Closed |
|
|
SOW
79
State of Wyoming
Cheyenne,
Wyoming
| – | -$50K | -3,206 | Closed |
|
|
TSW
80
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$9K | -600 | Closed |
|
|
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$7.82K | -500 | Closed |
|
|
ACM
82
Aquatic Capital Management
Chicago,
Illinois
| – | -$3K | -200 | Closed |
|
|
IA
83
IFP Advisors
Tampa,
Florida
| – | -$1K | -91 | Closed |
|
|
PA
84
Parallel Advisors
San Francisco,
California
| – | +$73 | +4 | New |
|
85
US Bancorp
Minneapolis,
Minnesota
| – | +$382 | +21 | New |
|
BLBD Hedge Fund Activity: Q1 2022 in Review
80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q1 2022, worth a combined $560M — up 28% from $438M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BLBD positions and 7 closed out — a net gain of 5 holders — while 31 added to existing stakes and 25 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $15.5M. The largest seller was AllianceBernstein, cutting an estimated $6.59M.
- 80 institutional investors held Blue Bird Corp (BLBD) as of Q1 2022, up from 76 in Q4 2021.
- Funds reported $560M of Blue Bird Corp stock for Q1 2022, up 28% quarter-over-quarter.
- 12 funds opened new Blue Bird Corp positions in Q1 2022 and 7 closed out, a net change of +5 holders.
- The largest Blue Bird Corp buyer in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $15.5M added.
- The largest Blue Bird Corp seller in Q1 2022 was AllianceBernstein, an estimated $6.59M sold.
Based on aggregated 13F filings for Q1 2022.