Blue Bird Corp
BLBD
87 hedge funds and large institutions have $504M invested in Blue Bird Corp in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
15% more capital invested
Capital invested by funds: $439M → $504M (+$64.5M)
2% more funds holding
Funds holding: 85 → 87 (+2)
3% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 29
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.62% less ownership
Funds ownership: 98.31% → 96.69% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
+$3.57M |
| 2 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$2.05M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.3M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$1.13M |
| 5 |
MSL
Mackay Shields LLC
New York
|
+$837K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Osterweis Capital Management
San Francisco,
California
|
-$12.4M |
| 2 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$1.76M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$997K |
| 5 |
SC
Spitfire Capital
Mill Valley,
California
|
-$906K |
BLBD Hedge Fund Activity: Q2 2019 in Review
87 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q2 2019, worth a combined $504M — up 15% from $439M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BLBD positions and 8 closed out — a net gain of 5 holders — while 30 added to existing stakes and 29 trimmed.
The largest buyer was RK Capital Management (Colorado), opening a new position worth an estimated $3.57M. The largest seller was Osterweis Capital Management, cutting an estimated $12.4M.
- 87 institutional investors held Blue Bird Corp (BLBD) as of Q2 2019, up from 85 in Q1 2019.
- Funds reported $504M of Blue Bird Corp stock for Q2 2019, up 15% quarter-over-quarter.
- 13 funds opened new Blue Bird Corp positions in Q2 2019 and 8 closed out, a net change of +5 holders.
- The largest Blue Bird Corp buyer in Q2 2019 was RK Capital Management (Colorado), an estimated $3.57M added.
- The largest Blue Bird Corp seller in Q2 2019 was Osterweis Capital Management, an estimated $12.4M sold.
Based on aggregated 13F filings for Q2 2019.