Blue Bird Corp
BLBD
132 hedge funds and large institutions have $625M invested in Blue Bird Corp in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 22 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 37
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
11% more call options, than puts
Call options by funds: $1.59M | Put options by funds: $1.43M
2% more funds holding
Funds holding: 129 → 132 (+3)
0.99% more ownership
Funds ownership: 90% → 90.99% (+0.99%)
4% less capital invested
Capital invested by funds: $649M → $625M (-$24.3M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$11M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$8.25M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$7.66M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$7.54M |
| 5 |
ER
EVR Research
Richmond,
Virginia
|
+$7.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
-$27.8M |
| 2 |
AS
American Securities
New York
|
-$26.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$10.2M |
| 4 |
Millennium Management
New York
|
-$4.62M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$3.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWA
151
Dorsey Wright & Associates
Pasadena,
California
| – | -$24.7K | -1,100 | Closed |
|
|
EWP
152
Elevation Wealth Partners
Santa Rosa,
California
| – | -$11.2K | -500 | Closed |
|
|
S
153
SignatureFD
Atlanta,
Georgia
| – | -$360 | -16 | Closed |
|
154
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$22 | -1 | Closed |
|
BLBD Hedge Fund Activity: Q3 2023 in Review
132 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q3 2023, worth a combined $625M — down 3.7% from $649M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BLBD positions and 22 closed out — a net gain of 3 holders — while 56 added to existing stakes and 37 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $11M. The largest seller was Coliseum Capital Management, exiting entirely with an estimated $27.8M sold.
- 132 institutional investors held Blue Bird Corp (BLBD) as of Q3 2023, up from 129 in Q2 2023.
- Funds reported $625M of Blue Bird Corp stock for Q3 2023, down 3.7% quarter-over-quarter.
- 25 funds opened new Blue Bird Corp positions in Q3 2023 and 22 closed out, a net change of +3 holders.
- The largest Blue Bird Corp buyer in Q3 2023 was First Trust Advisors, an estimated $11M added.
- The largest Blue Bird Corp seller in Q3 2023 was Coliseum Capital Management, an estimated $27.8M sold.
Based on aggregated 13F filings for Q3 2023.