Blue Bird Corp
BLBD
84 hedge funds and large institutions have $461M invested in Blue Bird Corp in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 14 closing their positions.
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
2% more funds holding
Funds holding: 82 → 84 (+2)
0.13% more ownership
Funds ownership: 96.11% → 96.24% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
28% less capital invested
Capital invested by funds: $637M → $461M (-$176M)
41% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$9.58M |
| 2 |
OCM
Osterweis Capital Management
San Francisco,
California
|
+$3.69M |
| 3 |
BlackRock
New York
|
+$1.52M |
| 4 |
CL
CSS LLC
Chicago,
Illinois
|
+$1.39M |
| 5 |
WIC
Willis Investment Counsel
Gainesville,
Georgia
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AS
American Securities
New York
|
-$18.9M |
| 2 |
SC
Spitfire Capital
Mill Valley,
California
|
-$9.56M |
| 3 |
CM
Crestline Management
Fort Worth,
Texas
|
-$2M |
| 4 |
ACM
Ativo Capital Management
Chicago,
Illinois
|
-$1.42M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.25M |
BLBD Hedge Fund Activity: Q4 2018 in Review
84 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q4 2018, worth a combined $461M — down 28% from $637M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BLBD positions and 14 closed out — a net gain of 2 holders — while 24 added to existing stakes and 41 trimmed.
The largest buyer was Fidelity International, adding an estimated $9.58M. The largest seller was American Securities, cutting an estimated $18.9M.
- 84 institutional investors held Blue Bird Corp (BLBD) as of Q4 2018, up from 82 in Q3 2018.
- Funds reported $461M of Blue Bird Corp stock for Q4 2018, down 28% quarter-over-quarter.
- 16 funds opened new Blue Bird Corp positions in Q4 2018 and 14 closed out, a net change of +2 holders.
- The largest Blue Bird Corp buyer in Q4 2018 was Fidelity International, an estimated $9.58M added.
- The largest Blue Bird Corp seller in Q4 2018 was American Securities, an estimated $18.9M sold.
Based on aggregated 13F filings for Q4 2018.