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Blue Bird Corp

67 hedge funds and large institutions have $127M invested in Blue Bird Corp in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

39% more capital invested

Capital invested by funds: $91.4M → $127M (+$35.5M)

34% more funds holding

Funds holding: 5067 (+17)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
67
Holders Change
+17
Holders Change %
+34%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
21
Increased
21
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Coliseum Capital Management
Connecticut
$38.2M
SC
2
Spitfire Capital
California
$22.3M
TSP
3
Tappan Street Partners
Illinois
$10.2M +$4.46M +318,306 +83%
CC
4
Cannell Capital
Wyoming
$6.31M +$6.04M +431,723 New
BCM
5
Breithorn Capital Management
New York
$6.12M
NSIM
6
North Star Investment Management
Illinois
$4.22M
Vanguard Group
7
Vanguard Group
Pennsylvania
$3.71M +$680K +48,538 +24%
ECM
8
EII Capital Management
New York
$3.59M
HCM
9
Hodges Capital Management
Texas
$2.25M +$231K +16,500 +12%
BFA
10
BlackRock Fund Advisors
California
$2.22M +$117K +8,325 +6%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.01M +$1.93M +137,500 New
WIC
12
Willis Investment Counsel
Georgia
$1.9M -$459K -32,805 -20%
KCM
13
Kennedy Capital Management
Missouri
$1.77M +$1.7M +121,397 New
EI
14
EAM Investors
California
$1.74M +$1.67M +119,175 New
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.61M
CC
16
Coastland Capital
California
$1.38M -$7.98M -569,974 -86%
ECM
17
Engine Capital Management
New York
$1.3M +$1.25M +89,281 New
William Blair & Company
18
William Blair & Company
Illinois
$1.1M -$1.05M -75,000 -50%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$963K +$922K +65,892 New
Two Sigma Investments
20
Two Sigma Investments
New York
$904K +$866K +61,843 New
Northern Trust
21
Northern Trust
Illinois
$887K -$28K -2,001 -3%
Goldman Sachs
22
Goldman Sachs
New York
$824K +$789K +56,373 New
MCM
23
Mork Capital Management
California
$731K
State Street
24
State Street
Massachusetts
$731K +$97.9K +6,990 +16%
JGUA
25
John G. Ullman & Associates
New York
$726K +$696K +49,700 New

BLBD Hedge Fund Activity: Q3 2016 in Review

67 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q3 2016, worth a combined $127M — up 39% from $91.4M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BLBD positions and 4 closed out — a net gain of 17 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Cannell Capital, opening a new position worth an estimated $6.04M. The largest seller was Coastland Capital, cutting an estimated $7.98M.

  • 67 institutional investors held Blue Bird Corp (BLBD) as of Q3 2016, up from 50 in Q2 2016.
  • Funds reported $127M of Blue Bird Corp stock for Q3 2016, up 39% quarter-over-quarter.
  • 21 funds opened new Blue Bird Corp positions in Q3 2016 and 4 closed out, a net change of +17 holders.
  • The largest Blue Bird Corp buyer in Q3 2016 was Cannell Capital, an estimated $6.04M added.
  • The largest Blue Bird Corp seller in Q3 2016 was Coastland Capital, an estimated $7.98M sold.

Based on aggregated 13F filings for Q3 2016.