Blue Bird Corp
BLBD
72 hedge funds and large institutions have $244M invested in Blue Bird Corp in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
32% more capital invested
Capital invested by funds: $185M → $244M (+$59.6M)
28.95% more ownership
Funds ownership: 62.47% → 91.42% (+29%)
4% less funds holding
Funds holding: 75 → 72 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
45% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 33
97% less call options, than puts
Call options by funds: $3K | Put options by funds: $101K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.14M |
| 2 |
CET
Clean Energy Transition
London,
United Kingdom
|
+$630K |
| 3 |
First Eagle Investment Management
New York
|
+$615K |
| 4 |
Millennium Management
New York
|
+$319K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$271K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$17.2M |
| 2 |
RC
RBF Capital
San Francisco,
California
|
-$1.61M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.05M |
| 4 |
WIC
Willis Investment Counsel
Gainesville,
Georgia
|
-$672K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$643K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$108K | -11,744 | Closed |
|
|
SOW
77
State of Wyoming
Cheyenne,
Wyoming
| – | -$69K | -7,476 | Closed |
|
|
PI
78
PEAK6 Investments
Chicago,
Illinois
| – | -$58.5K | -2,601 | Closed |
|
|
ACM
79
Aquatic Capital Management
Chicago,
Illinois
| – | -$6K | -600 | Closed |
|
|
SWM
80
Spire Wealth Management
Mclean,
Virginia
| – | -$1K | -60 | Closed |
|
BLBD Hedge Fund Activity: Q3 2022 in Review
72 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q3 2022, worth a combined $244M — up 32% from $185M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BLBD and 7 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 18 added.
The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $2.14M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $17.2M sold.
- 72 institutional investors held Blue Bird Corp (BLBD) as of Q3 2022, down from 75 in Q2 2022.
- Funds reported $244M of Blue Bird Corp stock for Q3 2022, up 32% quarter-over-quarter.
- 7 funds opened new Blue Bird Corp positions in Q3 2022 and 10 closed out, a net change of -3 holders.
- The largest Blue Bird Corp buyer in Q3 2022 was Hotchkis & Wiley Capital Management, an estimated $2.14M added.
- The largest Blue Bird Corp seller in Q3 2022 was T. Rowe Price Associates, an estimated $17.2M sold.
Based on aggregated 13F filings for Q3 2022.