Blue Bird Corp
BLBD
129 hedge funds and large institutions have $649M invested in Blue Bird Corp in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 5 closing their positions.
680% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 5
148% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 23
36% more funds holding
Funds holding: 95 → 129 (+34)
10% more capital invested
Capital invested by funds: $590M → $649M (+$59M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.19% less ownership
Funds ownership: 90.19% → 90% (-0.19%)
48% less call options, than puts
Call options by funds: $1.4M | Put options by funds: $2.68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$16.6M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$13.5M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$11.9M |
| 4 |
DDPIC
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
+$11.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
-$73.8M |
| 2 |
AS
American Securities
New York
|
-$36.9M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$6.39M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$4.44M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$4.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
126
Lindbrook Capital
Calabasas,
California
| $1.57K | +$1.07K | +50 | +250% |
|
|
S
127
SignatureFD
Atlanta,
Georgia
| $360 | +$43 | +2 | +14% |
|
128
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $22 | +$21 | +1 | New |
|
129
SG Americas Securities
New York
| – | -$161K | -7,904 | Closed |
|
|
CMF
130
Counterpoint Mutual Funds
San Diego,
California
| – | -$109K | -5,323 | Closed |
|
|
ACM
131
Aquatic Capital Management
Chicago,
Illinois
| – | -$10K | -500 | Closed |
|
132
Group One Trading
Chicago,
Illinois
| – | -$2.55K | -119 | Closed |
|
|
PA
133
Parallel Advisors
San Francisco,
California
| – | -$388 | -19 | Closed |
|
134
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$150 | +7 | New |
|
BLBD Hedge Fund Activity: Q2 2023 in Review
129 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q2 2023, worth a combined $649M — up 10% from $590M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new BLBD positions and 5 closed out — a net gain of 34 holders — while 57 added to existing stakes and 23 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $16.6M. The largest seller was Coliseum Capital Management, cutting an estimated $73.8M.
- 129 institutional investors held Blue Bird Corp (BLBD) as of Q2 2023, up from 95 in Q1 2023.
- Funds reported $649M of Blue Bird Corp stock for Q2 2023, up 10% quarter-over-quarter.
- 39 funds opened new Blue Bird Corp positions in Q2 2023 and 5 closed out, a net change of +34 holders.
- The largest Blue Bird Corp buyer in Q2 2023 was Wellington Management Group, an estimated $16.6M added.
- The largest Blue Bird Corp seller in Q2 2023 was Coliseum Capital Management, an estimated $73.8M sold.
Based on aggregated 13F filings for Q2 2023.