Blue Bird Corp
BLBD
158 hedge funds and large institutions have $826M invested in Blue Bird Corp in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 14 closing their positions.
186% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 14
163% more call options, than puts
Call options by funds: $2.09M | Put options by funds: $792K
87% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 39
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
32% more capital invested
Capital invested by funds: $625M → $826M (+$202M)
20% more funds holding
Funds holding: 132 → 158 (+26)
4.31% more ownership
Funds ownership: 90.99% → 95.3% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$13.7M |
| 3 |
BlackRock
New York
|
+$12.4M |
| 4 |
ER
EVR Research
Richmond,
Virginia
|
+$11.2M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AS
American Securities
New York
|
-$51.5M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$25.2M |
| 3 |
CET
Clean Energy Transition
London,
United Kingdom
|
-$17.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.2M |
| 5 |
JGC
J. Goldman & Co
New York
|
-$3.62M |
BLBD Hedge Fund Activity: Q4 2023 in Review
158 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q4 2023, worth a combined $826M — up 32% from $625M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new BLBD positions and 14 closed out — a net gain of 26 holders — while 73 added to existing stakes and 39 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $17.3M. The largest seller was American Securities, cutting an estimated $51.5M.
- 158 institutional investors held Blue Bird Corp (BLBD) as of Q4 2023, up from 132 in Q3 2023.
- Funds reported $826M of Blue Bird Corp stock for Q4 2023, up 32% quarter-over-quarter.
- 40 funds opened new Blue Bird Corp positions in Q4 2023 and 14 closed out, a net change of +26 holders.
- The largest Blue Bird Corp buyer in Q4 2023 was Morgan Stanley, an estimated $17.3M added.
- The largest Blue Bird Corp seller in Q4 2023 was American Securities, an estimated $51.5M sold.
Based on aggregated 13F filings for Q4 2023.