Blue Bird Corp
BLBD
85 hedge funds and large institutions have $439M invested in Blue Bird Corp in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 9 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 25
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2.03% more ownership
Funds ownership: 96.24% → 98.27% (+2%)
1% more funds holding
Funds holding: 84 → 85 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less capital invested
Capital invested by funds: $461M → $439M (-$21.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Engine Capital Management
New York
|
+$3.5M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$3.27M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$2.66M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.45M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$5.56M |
| 2 |
TAM
Tocqueville Asset Management
New York
|
-$2.46M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.29M |
| 4 |
OCM
Osterweis Capital Management
San Francisco,
California
|
-$917K |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$787K |
BLBD Hedge Fund Activity: Q1 2019 in Review
85 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q1 2019, worth a combined $439M — down 4.7% from $461M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BLBD positions and 9 closed out — a net gain of 1 holder — while 35 added to existing stakes and 25 trimmed.
The largest buyer was Engine Capital Management, adding an estimated $3.5M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $5.56M.
- 85 institutional investors held Blue Bird Corp (BLBD) as of Q1 2019, up from 84 in Q4 2018.
- Funds reported $439M of Blue Bird Corp stock for Q1 2019, down 4.7% quarter-over-quarter.
- 10 funds opened new Blue Bird Corp positions in Q1 2019 and 9 closed out, a net change of +1 holder.
- The largest Blue Bird Corp buyer in Q1 2019 was Engine Capital Management, an estimated $3.5M added.
- The largest Blue Bird Corp seller in Q1 2019 was Skandinaviska Enskilda Banken (SEB), an estimated $5.56M sold.
Based on aggregated 13F filings for Q1 2019.