Blue Bird Corp
BLBD
85 hedge funds and large institutions have $588M invested in Blue Bird Corp in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 15 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 20
7% more capital invested
Capital invested by funds: $548M → $588M (+$40.3M)
1.26% more ownership
Funds ownership: 96.2% → 97.46% (+1.3%)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
0% more funds holding
Funds holding: 85 → 85 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Osterweis Capital Management
San Francisco,
California
|
+$57.2M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$10.7M |
| 3 |
BlackRock
New York
|
+$5.06M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.49M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.84M |
| 2 |
RA
Royce & Associates
New York
|
-$4.15M |
| 3 |
ECM
Engine Capital Management
New York
|
-$2.88M |
| 4 |
Renaissance Technologies
New York
|
-$2.03M |
| 5 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$1.22M |
BLBD Hedge Fund Activity: Q2 2018 in Review
85 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q2 2018, worth a combined $588M — up 7.4% from $548M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BLBD positions and 15 closed out — a net gain of 1 holder — while 38 added to existing stakes and 20 trimmed.
The largest buyer was Osterweis Capital Management, opening a new position worth an estimated $57.2M. The largest seller was Fidelity Investments, cutting an estimated $6.84M.
- 85 institutional investors held Blue Bird Corp (BLBD) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $588M of Blue Bird Corp stock for Q2 2018, up 7.4% quarter-over-quarter.
- 16 funds opened new Blue Bird Corp positions in Q2 2018 and 15 closed out, a net change of +1 holder.
- The largest Blue Bird Corp buyer in Q2 2018 was Osterweis Capital Management, an estimated $57.2M added.
- The largest Blue Bird Corp seller in Q2 2018 was Fidelity Investments, an estimated $6.84M sold.
Based on aggregated 13F filings for Q2 2018.