Blue Bird Corp
BLBD
72 hedge funds and large institutions have $305M invested in Blue Bird Corp in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 13 closing their positions.
450% more call options, than puts
Call options by funds: $209K | Put options by funds: $38K
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more capital invested
Capital invested by funds: $244M → $305M (+$60.1M)
0% more funds holding
Funds holding: 72 → 72 (0)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
2.2% less ownership
Funds ownership: 91.42% → 89.22% (-2.2%)
25% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CET
Clean Energy Transition
London,
United Kingdom
|
+$5.46M |
| 2 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$2.35M |
| 3 |
Millennium Management
New York
|
+$2.17M |
| 4 |
DDPIC
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
+$1.96M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$7.03M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$5.18M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$1.78M |
| 4 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$1.43M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Swiss National Bank
Zurich,
Switzerland
| – | -$347K | -41,611 | Closed |
|
77
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| – | -$258K | -30,878 | Closed |
|
|
RJA
78
Raymond James & Associates
St Petersburg,
Florida
| – | -$123K | -14,725 | Closed |
|
|
WIC
79
Willis Investment Counsel
Gainesville,
Georgia
| – | -$90K | -10,755 | Closed |
|
80
Simplex Trading
Chicago,
Illinois
| – | -$85.7K | -8,535 | Closed |
|
|
HIIFS
81
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$37K | -4,531 | Closed |
|
82
Group One Trading
Chicago,
Illinois
| – | -$21K | -2,500 | Closed |
|
83
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$7K | -860 | Closed |
|
84
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$6K | -730 | Closed |
|
|
HR
85
Howe & Rusling
Rochester,
New York
| – | -$1K | -175 | Closed |
|
BLBD Hedge Fund Activity: Q4 2022 in Review
72 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q4 2022, worth a combined $305M — up 25% from $244M a quarter earlier.
Fund positioning in BLBD was balanced in Q4 2022: 13 funds opened new positions, 13 closed out, 21 added to existing stakes and 28 trimmed.
The largest buyer was Clean Energy Transition, adding an estimated $5.46M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $7.03M sold.
- 72 institutional investors held Blue Bird Corp (BLBD) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $305M of Blue Bird Corp stock for Q4 2022, up 25% quarter-over-quarter.
- 13 funds opened new Blue Bird Corp positions in Q4 2022 and 13 closed out, a net change of 0 holders.
- The largest Blue Bird Corp buyer in Q4 2022 was Clean Energy Transition, an estimated $5.46M added.
- The largest Blue Bird Corp seller in Q4 2022 was Manulife (Manufacturers Life Insurance), an estimated $7.03M sold.
Based on aggregated 13F filings for Q4 2022.