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Blue Bird Corp

50 hedge funds and large institutions have $91.4M invested in Blue Bird Corp in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 4

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

9% more funds holding

Funds holding: 4650 (+4)

57% less capital invested

Capital invested by funds: $212M → $91.4M (-$120M)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.33%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
10
Increased
27
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Coliseum Capital Management
Connecticut
$31.1M
SC
2
Spitfire Capital
California
$18.1M +$35.9K +3,300 +0.2%
CC
3
Coastland Capital
California
$7.9M -$1.46M -133,648 -17%
BCM
4
Breithorn Capital Management
New York
$4.99M +$581K +53,340 +15%
TSP
5
Tappan Street Partners
Illinois
$4.54M +$2.3M +211,326 +124%
NSIM
6
North Star Investment Management
Illinois
$3.44M +$457K +42,000 +17%
ECM
7
EII Capital Management
New York
$2.92M +$217K +19,950 +9%
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.45M +$31.2K +2,866 +1%
WIC
9
Willis Investment Counsel
Georgia
$1.94M +$1.74K +160 +0.1%
BFA
10
BlackRock Fund Advisors
California
$1.71M +$144K +13,217 +10%
HCM
11
Hodges Capital Management
Texas
$1.64M +$412K +37,800 +38%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.31M +$809K +74,300 +207%
TG
13
TLP Group
Illinois
$1.1M
William Blair & Company
14
William Blair & Company
Illinois
$976K +$817K +75,000 +100%
Northern Trust
15
Northern Trust
Illinois
$746K +$116K +10,691 +21%
MCM
16
Mork Capital Management
California
$595K
State Street
17
State Street
Massachusetts
$513K +$168K +15,385 +56%
CA
18
Cortland Associates
Missouri
$492K
Geode Capital Management
19
Geode Capital Management
Massachusetts
$491K +$20.7K +1,905 +5%
CCA
20
Covey Capital Advisors
Georgia
$468K +$43K +3,950 +11%
BIT
21
BlackRock Institutional Trust
California
$422K +$12.3K +1,131 +3%
AAP
22
Ardsley Advisory Partners
Connecticut
$357K +$327K +30,000 New
EL
23
Elberon LLC
Texas
$333K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$326K +$9.66K +887 +3%
AI
25
Analytic Investors
California
$262K +$65.4K +6,009 +38%

BLBD Hedge Fund Activity: Q2 2016 in Review

50 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q2 2016, worth a combined $91.4M — down 57% from $212M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BLBD positions and 6 closed out — a net gain of 4 holders — while 27 added to existing stakes and 4 trimmed.

The largest buyer was Tappan Street Partners, adding an estimated $2.3M. The largest seller was Feinberg Stephen, exiting entirely with an estimated $130M sold.

  • 50 institutional investors held Blue Bird Corp (BLBD) as of Q2 2016, up from 46 in Q1 2016.
  • Funds reported $91.4M of Blue Bird Corp stock for Q2 2016, down 57% quarter-over-quarter.
  • 10 funds opened new Blue Bird Corp positions in Q2 2016 and 6 closed out, a net change of +4 holders.
  • The largest Blue Bird Corp buyer in Q2 2016 was Tappan Street Partners, an estimated $2.3M added.
  • The largest Blue Bird Corp seller in Q2 2016 was Feinberg Stephen, an estimated $130M sold.

Based on aggregated 13F filings for Q2 2016.