Blue Bird Corp
BLBD
84 hedge funds and large institutions have $297M invested in Blue Bird Corp in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 15 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 30
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.71% less ownership
Funds ownership: 92.12% → 90.41% (-1.7%)
11% less funds holding
Funds holding: 94 → 84 (-10)
20% less capital invested
Capital invested by funds: $373M → $297M (-$76M)
67% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$9.52M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.94M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$1.33M |
| 4 |
MCM
Marathon Capital Management
Hunt Valley,
Maryland
|
+$1.03M |
| 5 |
HP
Harvey Partners
Tarrytown,
New York
|
+$813K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$18.3M |
| 2 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$1.77M |
| 3 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$1.73M |
| 4 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$1.64M |
| 5 |
Millennium Management
New York
|
-$948K |
BLBD Hedge Fund Activity: Q3 2020 in Review
84 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q3 2020, worth a combined $297M — down 20% from $373M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of BLBD and 5 opened new positions — a net loss of 10 holders — while 30 trimmed existing stakes and 31 added.
The largest buyer was AllianceBernstein, adding an estimated $9.52M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $18.3M sold.
- 84 institutional investors held Blue Bird Corp (BLBD) as of Q3 2020, down from 94 in Q2 2020.
- Funds reported $297M of Blue Bird Corp stock for Q3 2020, down 20% quarter-over-quarter.
- 5 funds opened new Blue Bird Corp positions in Q3 2020 and 15 closed out, a net change of -10 holders.
- The largest Blue Bird Corp buyer in Q3 2020 was AllianceBernstein, an estimated $9.52M added.
- The largest Blue Bird Corp seller in Q3 2020 was William Blair Investment Management, an estimated $18.3M sold.
Based on aggregated 13F filings for Q3 2020.