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Blue Bird Corp

88 hedge funds and large institutions have $460M invested in Blue Bird Corp in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

14% more funds holding

Funds holding: 7788 (+11)

2.79% more ownership

Funds ownership: 93.72%96.51% (+2.8%)

2% less capital invested

Capital invested by funds: $468M → $460M (-$7.63M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
19
Increased
32
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AS
1
American Securities
New York
$239M
Skandinaviska Enskilda Banken (SEB)
2
Skandinaviska Enskilda Banken (SEB)
Sweden
$32.7M -$2.84M -143,440 -8%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$29.8M -$907K -45,800 -3%
SC
4
Spitfire Capital
California
$28.7M
William Blair Investment Management
5
William Blair Investment Management
Illinois
$13.6M +$352K +17,791 +3%
Renaissance Technologies
6
Renaissance Technologies
New York
$11.8M +$3.83M +193,587 +48%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.63M +$140K +7,055 +1%
TAM
8
Tocqueville Asset Management
New York
$7.53M -$23.8K -1,200 -0.3%
BlackRock
9
BlackRock
New York
$7.17M +$127K +6,405 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$6.37M +$396K +20,000 +7%
NSIM
11
North Star Investment Management
Illinois
$5.53M
ECM
12
EII Capital Management
New York
$4.89M
ECM
13
Engine Capital Management
New York
$4.64M +$184K +9,282 +4%
KCM
14
Kennedy Capital Management
Missouri
$4.37M +$318K +16,068 +8%
William Blair & Company
15
William Blair & Company
Illinois
$4.35M -$14.9K -752 -0.3%
LSV Asset Management
16
LSV Asset Management
Illinois
$3.81M +$226K +11,400 +6%
WIC
17
Willis Investment Counsel
Georgia
$2.21M -$248K -12,515 -10%
Deutsche Bank
18
Deutsche Bank
Germany
$2.1M +$66.7K +3,370 +3%
MAG
19
Millrace Asset Group
Pennsylvania
$2.04M -$569K -28,747 -22%
OCM
20
Olstein Capital Management
New York
$1.99M -$1.98K -100 -0.1%
HCM
21
Hodges Capital Management
Texas
$1.96M -$386K -19,500 -17%
CCM
22
Cadence Capital Management
Massachusetts
$1.92M +$501K +25,288 +35%
State Street
23
State Street
Massachusetts
$1.88M +$346K +17,459 +23%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.75M +$389K +19,648 +29%
Wells Fargo
25
Wells Fargo
California
$1.73M -$39.5K -1,993 -2%

BLBD Hedge Fund Activity: Q4 2017 in Review

88 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q4 2017, worth a combined $460M — down 1.6% from $468M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BLBD positions and 7 closed out — a net gain of 12 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $3.83M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $2.84M.

  • 88 institutional investors held Blue Bird Corp (BLBD) as of Q4 2017, up from 77 in Q3 2017.
  • Funds reported $460M of Blue Bird Corp stock for Q4 2017, down 1.6% quarter-over-quarter.
  • 19 funds opened new Blue Bird Corp positions in Q4 2017 and 7 closed out, a net change of +12 holders.
  • The largest Blue Bird Corp buyer in Q4 2017 was Renaissance Technologies, an estimated $3.83M added.
  • The largest Blue Bird Corp seller in Q4 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $2.84M sold.

Based on aggregated 13F filings for Q4 2017.