Blue Bird Corp
BLBD
82 hedge funds and large institutions have $637M invested in Blue Bird Corp in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 14 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 28
8% more capital invested
Capital invested by funds: $588M → $637M (+$48.5M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.35% less ownership
Funds ownership: 97.46% → 96.11% (-1.4%)
4% less funds holding
Funds holding: 85 → 82 (-3)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$4.33M |
| 2 |
BlackRock
New York
|
+$3.36M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$3M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.07M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$808K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Osterweis Capital Management
San Francisco,
California
|
-$8.32M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$3.87M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.94M |
| 4 |
TAM
Tocqueville Asset Management
New York
|
-$1.86M |
| 5 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
-$1.68M |
BLBD Hedge Fund Activity: Q3 2018 in Review
82 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q3 2018, worth a combined $637M — up 8.3% from $588M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of BLBD and 11 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 32 added.
The largest buyer was Bank of New York Mellon, adding an estimated $4.33M. The largest seller was Osterweis Capital Management, cutting an estimated $8.32M.
- 82 institutional investors held Blue Bird Corp (BLBD) as of Q3 2018, down from 85 in Q2 2018.
- Funds reported $637M of Blue Bird Corp stock for Q3 2018, up 8.3% quarter-over-quarter.
- 11 funds opened new Blue Bird Corp positions in Q3 2018 and 14 closed out, a net change of -3 holders.
- The largest Blue Bird Corp buyer in Q3 2018 was Bank of New York Mellon, an estimated $4.33M added.
- The largest Blue Bird Corp seller in Q3 2018 was Osterweis Capital Management, an estimated $8.32M sold.
Based on aggregated 13F filings for Q3 2018.