Blue Bird Corp
BLBD
89 hedge funds and large institutions have $275M invested in Blue Bird Corp in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 19 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 23
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.35% less ownership
Funds ownership: 93.86% → 93.51% (-0.35%)
10% less funds holding
Funds holding: 99 → 89 (-10)
47% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 19
52% less capital invested
Capital invested by funds: $572M → $275M (-$296M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
+$12.7M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$3.86M |
| 3 |
MSL
Mackay Shields LLC
New York
|
+$2.54M |
| 4 |
BlackRock
New York
|
+$2.41M |
| 5 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$4.73M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.51M |
| 3 |
Goldman Sachs
New York
|
-$4.15M |
| 4 |
Millennium Management
New York
|
-$4.13M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARTA
101
A.R.T. Advisors
New York
| – | -$271K | -11,816 | Closed |
|
|
EMG
102
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$218K | -9,500 | Closed |
|
103
UBS AM
Chicago,
Illinois
| – | -$208K | -9,096 | Closed |
|
104
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$208K | -9,065 | Closed |
|
|
DA
105
Denali Advisors
San Diego,
California
| – | -$101K | -4,400 | Closed |
|
106
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$43K | -1,886 | Closed |
|
|
PCM
107
Prelude Capital Management
New York
| – | -$18K | -800 | Closed |
|
108
Osaic Holdings
Scottsdale,
Arizona
| – | +$200 | +11 | New |
|
BLBD Hedge Fund Activity: Q1 2020 in Review
89 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q1 2020, worth a combined $275M — down 52% from $572M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of BLBD and 10 opened new positions — a net loss of 9 holders — while 23 trimmed existing stakes and 40 added.
The largest buyer was Coliseum Capital Management, opening a new position worth an estimated $12.7M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $4.73M.
- 89 institutional investors held Blue Bird Corp (BLBD) as of Q1 2020, down from 99 in Q4 2019.
- Funds reported $275M of Blue Bird Corp stock for Q1 2020, down 52% quarter-over-quarter.
- 10 funds opened new Blue Bird Corp positions in Q1 2020 and 19 closed out, a net change of -9 holders.
- The largest Blue Bird Corp buyer in Q1 2020 was Coliseum Capital Management, an estimated $12.7M added.
- The largest Blue Bird Corp seller in Q1 2020 was Skandinaviska Enskilda Banken (SEB), an estimated $4.73M sold.
Based on aggregated 13F filings for Q1 2020.