Blue Bird Corp
BLBD
89 hedge funds and large institutions have $592M invested in Blue Bird Corp in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 35 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
32% more capital invested
Capital invested by funds: $448M → $592M (+$144M)
19% more funds holding
Funds holding: 75 → 89 (+14)
3.56% less ownership
Funds ownership: 90.69% → 87.14% (-3.6%)
46% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 35
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$13.7M |
| 2 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$7.1M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$6.63M |
| 4 |
Morgan Stanley
New York
|
+$4.64M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AS
American Securities
New York
|
-$34.2M |
| 2 |
ACM
AIGH Capital Management
Baltimore,
Maryland
|
-$15M |
| 3 |
BlackRock
New York
|
-$3.94M |
| 4 |
WVP
Worth Venture Partners
Fort Lee,
New Jersey
|
-$3.79M |
| 5 |
JP Morgan Chase
New York
|
-$3.17M |
BLBD Hedge Fund Activity: Q1 2021 in Review
89 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q1 2021, worth a combined $592M — up 32% from $448M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BLBD positions and 10 closed out — a net gain of 15 holders — while 19 added to existing stakes and 35 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $13.7M. The largest seller was American Securities, cutting an estimated $34.2M.
- 89 institutional investors held Blue Bird Corp (BLBD) as of Q1 2021, up from 75 in Q4 2020.
- Funds reported $592M of Blue Bird Corp stock for Q1 2021, up 32% quarter-over-quarter.
- 25 funds opened new Blue Bird Corp positions in Q1 2021 and 10 closed out, a net change of +15 holders.
- The largest Blue Bird Corp buyer in Q1 2021 was Manulife (Manufacturers Life Insurance), an estimated $13.7M added.
- The largest Blue Bird Corp seller in Q1 2021 was American Securities, an estimated $34.2M sold.
Based on aggregated 13F filings for Q1 2021.