Blue Bird Corp
BLBD
75 hedge funds and large institutions have $185M invested in Blue Bird Corp in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 36 reducing their positions, and 14 closing their positions.
13% more call options, than puts
Call options by funds: $643K | Put options by funds: $570K
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
6% less funds holding
Funds holding: 80 → 75 (-5)
30.51% less ownership
Funds ownership: 92.98% → 62.47% (-31%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
47% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 36
67% less capital invested
Capital invested by funds: $560M → $185M (-$375M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3C
325 Capital
New York
|
+$1.61M |
| 2 |
OCM
Olstein Capital Management
Purchase,
New York
|
+$637K |
| 3 |
First Eagle Investment Management
New York
|
+$619K |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$496K |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$907K |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$827K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$813K |
| 4 |
CET
Clean Energy Transition
London,
United Kingdom
|
-$805K |
| 5 |
Renaissance Technologies
New York
|
-$675K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
76
MetLife Investment Management
Whippany,
New Jersey
| – | -$172K | -9,160 | Closed |
|
|
APA
77
American Portfolios Advisors
Holbrook,
New York
| – | -$35.8K | -1,900 | Closed |
|
|
ED
78
Exane Derivatives
Paris,
France
| – | -$21.4K | -1,139 | Closed |
|
|
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$17.3K | -921 | Closed |
|
80
Fidelity Investments
Boston,
Massachusetts
| – | -$6K | -325 | Closed |
|
|
LC
81
Lindbrook Capital
Calabasas,
California
| – | -$5K | -278 | Closed |
|
82
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$5K | -255 | Closed |
|
|
BFC
83
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$2K | -125 | Closed |
|
|
BCV
84
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| – | -$1K | -75 | Closed |
|
85
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$757 | +54 | New |
|
BLBD Hedge Fund Activity: Q2 2022 in Review
75 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q2 2022, worth a combined $185M — down 67% from $560M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of BLBD and 13 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 19 added.
The largest buyer was 325 Capital, adding an estimated $1.61M. The largest seller was LPL Financial, exiting entirely with an estimated $907K sold.
- 75 institutional investors held Blue Bird Corp (BLBD) as of Q2 2022, down from 80 in Q1 2022.
- Funds reported $185M of Blue Bird Corp stock for Q2 2022, down 67% quarter-over-quarter.
- 13 funds opened new Blue Bird Corp positions in Q2 2022 and 14 closed out, a net change of -1 holder.
- The largest Blue Bird Corp buyer in Q2 2022 was 325 Capital, an estimated $1.61M added.
- The largest Blue Bird Corp seller in Q2 2022 was LPL Financial, an estimated $907K sold.
Based on aggregated 13F filings for Q2 2022.