Blue Bird Corp
BLBD
94 hedge funds and large institutions have $373M invested in Blue Bird Corp in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
36% more capital invested
Capital invested by funds: $275M → $373M (+$98.1M)
6% more funds holding
Funds holding: 89 → 94 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 33
1.39% less ownership
Funds ownership: 93.51% → 92.12% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$8.19M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$2.47M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.14M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.08M |
| 5 |
Millennium Management
New York
|
+$793K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Engine Capital Management
New York
|
-$3.83M |
| 2 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
-$3.02M |
| 3 |
Bank of New York Mellon
New York
|
-$3M |
| 4 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$1.91M |
| 5 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$1.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Russell Investments Group
London,
United Kingdom
| – | -$29K | -2,760 | Closed |
|
|
SFS
102
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$11K | -1,034 | Closed |
|
|
MAM
103
Meeder Asset Management
Dublin,
Ohio
| – | -$5K | -456 | Closed |
|
104
Osaic Holdings
Scottsdale,
Arizona
| – | -$75 | -6 | -55% |
|
105
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$163 | +13 | New |
|
BLBD Hedge Fund Activity: Q2 2020 in Review
94 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q2 2020, worth a combined $373M — up 36% from $275M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BLBD positions and 11 closed out — a net gain of 5 holders — while 31 added to existing stakes and 33 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $8.19M. The largest seller was Engine Capital Management, exiting entirely with an estimated $3.83M sold.
- 94 institutional investors held Blue Bird Corp (BLBD) as of Q2 2020, up from 89 in Q1 2020.
- Funds reported $373M of Blue Bird Corp stock for Q2 2020, up 36% quarter-over-quarter.
- 16 funds opened new Blue Bird Corp positions in Q2 2020 and 11 closed out, a net change of +5 holders.
- The largest Blue Bird Corp buyer in Q2 2020 was AllianceBernstein, an estimated $8.19M added.
- The largest Blue Bird Corp seller in Q2 2020 was Engine Capital Management, an estimated $3.83M sold.
Based on aggregated 13F filings for Q2 2020.