Blue Bird Corp
BLBD
39 hedge funds and large institutions have $193M invested in Blue Bird Corp in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more capital invested
Capital invested by funds: $64.2M → $193M (+$129M)
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
8% more funds holding
Funds holding: 36 → 39 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Feinberg Stephen
|
+$127M |
| 2 |
SC
Spitfire Capital
Mill Valley,
California
|
+$2.99M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$294K |
| 4 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
+$203K |
| 5 |
WIC
Willis Investment Counsel
Gainesville,
Georgia
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Coastland Capital
Palo Alto,
California
|
-$2.34M |
| 2 |
CA
Cortland Associates
St Louis,
Missouri
|
-$243K |
| 3 |
AIM
Assured Investment Management
New York
|
-$56.1K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$31.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$25.2K |
BLBD Hedge Fund Activity: Q4 2015 in Review
39 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q4 2015, worth a combined $193M — up 200% from $64.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BLBD positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 8 trimmed.
The largest buyer was Feinberg Stephen, opening a new position worth an estimated $127M. The largest seller was Coastland Capital, cutting an estimated $2.34M.
- 39 institutional investors held Blue Bird Corp (BLBD) as of Q4 2015, up from 36 in Q3 2015.
- Funds reported $193M of Blue Bird Corp stock for Q4 2015, up 200% quarter-over-quarter.
- 5 funds opened new Blue Bird Corp positions in Q4 2015 and 2 closed out, a net change of +3 holders.
- The largest Blue Bird Corp buyer in Q4 2015 was Feinberg Stephen, an estimated $127M added.
- The largest Blue Bird Corp seller in Q4 2015 was Coastland Capital, an estimated $2.34M sold.
Based on aggregated 13F filings for Q4 2015.