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Blue Bird Corp

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.

New
Increased
Maintained
Reduced
Closed

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: 8585 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
38
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AS
1
American Securities
New York
$268M
OCM
2
Osterweis Capital Management
California
$58.3M +$57.2M +2,610,493 New
Skandinaviska Enskilda Banken (SEB)
3
Skandinaviska Enskilda Banken (SEB)
Sweden
$35.3M -$614K -28,000 -2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$33.3M -$74.8K -3,411 -0.2%
SC
5
Spitfire Capital
California
$32.3M
William Blair Investment Management
6
William Blair Investment Management
Illinois
$23.4M +$3.43M +156,565 +18%
BlackRock
7
BlackRock
New York
$17.3M +$5.06M +230,846 +42%
Vanguard Group
8
Vanguard Group
Pennsylvania
$14.8M +$3.49M +158,992 +32%
Fidelity International
9
Fidelity International
Bermuda
$11M +$10.7M +490,012 New
Renaissance Technologies
10
Renaissance Technologies
New York
$9.4M -$2.03M -92,400 -18%
TAM
11
Tocqueville Asset Management
New York
$6.08M -$917K -41,830 -13%
NSIM
12
North Star Investment Management
Illinois
$5.25M +$110K +5,000 +2%
William Blair & Company
13
William Blair & Company
Illinois
$4.88M +$338K +15,396 +8%
State Street
14
State Street
Massachusetts
$4.66M +$1.51M +68,861 +49%
LSV Asset Management
15
LSV Asset Management
Illinois
$4.54M +$184K +8,400 +4%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$4.03M
Northern Trust
17
Northern Trust
Illinois
$3.38M +$464K +21,173 +16%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$3.29M +$373K +17,012 +13%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$3.12M +$3.06M +139,464 New
KCM
20
Kennedy Capital Management
Missouri
$2.94M +$2.88M +131,473 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.92M +$348K +15,853 +14%
Wells Fargo
22
Wells Fargo
California
$2.55M -$73.3K -3,342 -3%
First Trust Advisors
23
First Trust Advisors
Illinois
$2.25M +$2M +91,198 +941%
IA
24
IndexIQ Advisors
New York
$2.06M +$153K +6,992 +8%
CCM
25
Cadence Capital Management
Massachusetts
$1.73M +$171K +7,778 +11%

BLBD Hedge Fund Activity: Q2 2018 in Review

85 of the 4,368 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.