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Blue Bird Corp
BLBD

99 hedge funds and large institutions have $572M invested in Blue Bird Corp in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

18% more capital invested

Capital invested by funds: $484M → $572M (+$87.1M)

15% more funds holding

Funds holding: 86 → 99 (+13)

2.25% less ownership

Funds ownership: 96.11% → 93.86% (-2.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
39
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$6.76M
2
Goldman Sachs
Goldman Sachs
New York
+$5.43M
3
Renaissance Technologies
Renaissance Technologies
New York
+$4.56M
4
Millennium Management
Millennium Management
New York
+$3.6M
5
BlackRock
BlackRock
New York
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
OCM
Osterweis Capital Management
California
-$23.2M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$4.5M
3
CL
CSS LLC
Illinois
-$1.33M
4
WIC
Willis Investment Counsel
Georgia
-$692K
5
RCMC
RK Capital Management (Colorado)
Colorado
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
AS
1
American Securities
New York
$255M – – –
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$37.5M +$56.9K +2,850 +0.2%
BlackRock
3
BlackRock
New York
$31.5M +$3.33M +166,666 +14%
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$27.6M – – –
William Blair Investment Management
5
William Blair Investment Management
Illinois
$25.1M -$4.5M -225,206 -17%
Fidelity International
6
Fidelity International
Bermuda
$24.2M +$49.2K +2,463 +0.2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$17M +$83.4K +4,174 +0.6%
Renaissance Technologies
8
Renaissance Technologies
New York
$16.6M +$4.56M +228,404 +46%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$9.16M -$44.8K -2,242 -0.6%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$7.92M +$1.12M +55,870 +19%
Deutsche Bank
11
Deutsche Bank
Germany
$7.85M +$6.76M +338,189 +7,782%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.41M +$297K +14,845 +5%
NSIM
13
North Star Investment Management
Illinois
$6.85M +$140K +7,000 +2%
State Street
14
State Street
Massachusetts
$6.6M +$513K +25,650 +10%
Goldman Sachs
15
Goldman Sachs
New York
$6.23M +$5.43M +271,684 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$4.91M +$205K +10,268 +5%
ECM
17
Engine Capital Management
New York
$4.46M – – –
Millennium Management
18
Millennium Management
New York
$4.13M +$3.6M +180,389 New
DIA
19
Dean Investment Associates
Ohio
$4.03M +$246K +12,325 +8%
Northern Trust
20
Northern Trust
Illinois
$3.85M -$190K -9,520 -5%
William Blair & Company
21
William Blair & Company
Illinois
$3.84M -$31.1K -1,556 -0.9%
RCMC
22
RK Capital Management (Colorado)
Colorado
$3.84M -$642K -32,134 -16%
OCM
23
Olstein Capital Management
New York
$2.96M +$20K +1,000 +0.8%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$2.79M +$2.43M +121,851 New
WIC
25
Willis Investment Counsel
Georgia
$2.79M -$692K -34,643 -22%
1
2 3 4 5

BLBD Hedge Fund Activity: Q4 2019 in Review

99 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q4 2019, worth a combined $572M — up 18% from $484M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BLBD positions and 9 closed out — a net gain of 14 holders — while 39 added to existing stakes and 21 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $6.76M. The largest seller was Osterweis Capital Management, cutting an estimated $23.2M.

  • 99 institutional investors held Blue Bird Corp (BLBD) as of Q4 2019, up from 86 in Q3 2019.
  • Funds reported $572M of Blue Bird Corp stock for Q4 2019, up 18% quarter-over-quarter.
  • 23 funds opened new Blue Bird Corp positions in Q4 2019 and 9 closed out, a net change of +14 holders.
  • The largest Blue Bird Corp buyer in Q4 2019 was Deutsche Bank, an estimated $6.76M added.
  • The largest Blue Bird Corp seller in Q4 2019 was Osterweis Capital Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2019.