Bait ball
Encyclopedia
A bait ball, or baitball, occurs when small fish swarm
Swarm
Swarm behaviour, or swarming, is a collective behaviour exhibited by animals of similar size which aggregate together, perhaps milling about the same spot or perhaps moving en masse or migrating in some direction. As a term, swarming is applied particularly to insects, but can also be applied to...

 in a tightly packed spherical formation about a common centre. It is a last ditch defensive measure adopted by small schooling fish when they are threatened by predators. Small schooling fish are eaten by many types of predators, and for this reason they are called bait fish
Bait fish
Bait fish are small fish caught for use as bait to attract large predatory fish, particularly game fish. Species used are typically those that are common and breed rapidly, making them easy to catch and in regular supply. Examples of marine bait fish are anchovies, halfbeaks such as ballyhoo, and...

 or forage fish
Forage fish
Forage fish, also called prey fish or bait fish, are small fish which are preyed on by larger predators for food. Predators include other larger fish, seabirds and marine mammals. Typical ocean forage fish feed near the base of the food chain on plankton, often by filter feeding...

.

For example, sardine
Sardine
Sardines, or pilchards, are several types of small, oily fish related to herrings, family Clupeidae. Sardines are named after the Mediterranean island of Sardinia, around which they were once abundant....

s group together when they are threatened. This instinctual behaviour is a defense mechanism, as lone individuals are more likely to be eaten than large groups. Sardine bait balls can be 10–20 metres in diameter and extend to a depth of 10 metres. The bait balls are short lived and seldom last longer than 10 minutes.

However, bait balls are also conspicuous, and when schooling fish form a bait ball they can draw the attention of many other predators. As a response to the defensive capabilities of schooling fish, some predators have developed sophisticated countermeasures. These countermeasures can be spectacularly successful, and can seriously undermine the defensive value of forming bait balls.

Background

Small pelagic fish
Pelagic fish
Pelagic fish live near the surface or in the water column of coastal, ocean and lake waters, but not on the bottom of the sea or the lake. They can be contrasted with demersal fish, which do live on or near the bottom, and reef fish which are associated with coral reefs.The marine pelagic...

 live in the open water, so unlike demersal or reef fish
Reef fish
Coral reef fish are fish which live amongst or in close relation to coral reefs. Coral reefs form complex ecosystems with tremendous biodiversity. Among the myriad inhabitants, the fish stand out as particularly colourful and interesting to watch. Hundreds of species can exist in a small area of a...

, they cannot hide among kelp, or in crevices in coral, or under rocks on the bottom. This leaves them vulnerable to attack by large predatory fish, as well as other predators, such as marine mammal
Marine mammal
Marine mammals, which include seals, whales, dolphins, and walruses, form a diverse group of 128 species that rely on the ocean for their existence. They do not represent a distinct biological grouping, but rather are unified by their reliance on the marine environment for feeding. The level of...

s and seabird
Seabird
Seabirds are birds that have adapted to life within the marine environment. While seabirds vary greatly in lifestyle, behaviour and physiology, they often exhibit striking convergent evolution, as the same environmental problems and feeding niches have resulted in similar adaptations...

s. As a result, small pelagic fish usually aggregate together in schools
Shoaling and schooling
In biology, any group of fish that stay together for social reasons are said to be shoaling , and if, in addition, the group is swimming in the same direction in a coordinated manner, they are said to be schooling . In common usage, the terms are sometimes used rather loosely...

 for protection. Schooling fish have evolved sophisticated evasion techniques. When they school they have many eyes, which makes ambush difficult, and their silvery bodies dazzle, which makes it difficult for predators to pick out individual fish. They react to movements from a predator with lightning reflexes, rhythmically streaming up and down with rapid direction changes. When a predator approaches, they can split and reform behind the predator. During the final stages of an attack, they can explosively disband in all directions and then just as rapidly reform. Defensive manoeuvres like these appear to be choreographed, though they are not. Within the school itself, there is no centralized intelligence aware of how the school has configured itself. Rather, the schooling behaviour is the emergent
Emergence
In philosophy, systems theory, science, and art, emergence is the way complex systems and patterns arise out of a multiplicity of relatively simple interactions. Emergence is central to the theories of integrative levels and of complex systems....

 consequence of relatively simple rules followed by each individual fish in the school, such as remaining close together, moving in the same direction, and avoiding collisions with each other.

Some species of forage fish, driven by nutrient availability and their life-cycle stage, form vast schools at predictable locations and times of the year. Normally, schooling works well as protection from occasional predators. But when fish school in vast numbers they can attract correspondingly huge numbers of predators, including seabirds, sharks, tuna, billfish, pods of dolphins, and killer and humpback whales. Aggregations of predators on such a scale means the schools can be attacked on all sides, and panicked into forming bait balls.

A bait ball is a last ditch defensive measure adopted by fish schools when they are overwhelmed and more effective defensive strategies have broken down. Schooling fish are easier to attack once they abandon their free streaming behaviour and form into a tight bait ball. Many predator species have learned that by interacting cooperatively they can panic schooling fish into forming a bait ball. This cooperative behaviour
Ecological facilitation
Facilitation describes species interactions that benefit at least one of the participants and cause harm to neither. Facilitations can be categorized as mutualisms, in which both species benefit, or commensalisms, in which one species benefits and the other is unaffected...

 can occur both intraspecific
Intraspecific
Intraspecific is a term used in biology to describe behaviors, biochemical variations and other issues within individuals of a single species, thereby contrasting with interspecific. For example:* Intraspecific antagonism...

ally (among the individuals within a predator species) and interspecifically (across individuals belonging to more than one predator species).

Formation and dissolution

The process that leads to the formation of a bait ball typically starts when predators locate a fish school deep below the surface. The predators make rushes and use various scare tactics to force the fish school to the surface, herding it at the same time into a compact volume. The alarmed fish, trapped against the surface above and surrounded all about, abandon their coordinated schooling movements and become chaotic. Their graceful and disciplined schooling strategies of uniform spacing and polarity degrade into frenetic attempts by each fish to save itself. In this way, a dense bait ball forms as each fish scrambles to get away from the surface of the ball and hide in the interior. The symmetry of this centripetal action forms a sphere, the shape with the minimum surface area for a given volume. This exposes the fewest number of fish on the surface to the predators. The movement, sound and smell can attract more predators, including different predator species, until there is a carousel of them, each species using their own characteristic predatory strategies. Fish that break loose are singled out and eaten. A frenzy
Feeding frenzy
In ecology, a feeding frenzy is a situation where oversaturation of a supply of food leads to rapid feeding by predatory animals. For example, a large school of fish can cause nearby sharks to enter a feeding frenzy. This can cause the sharks to go wild, biting anything that moves, including each...

 can develop as predators compete, the water reddening with blood as shredded flesh and scales drift to the depths. As the bait ball reduces in size and number, it becomes progressively easier for the predators to target the remaining survivors.

Predator strategies

Predators have devised various countermeasures to disrupt the defensive shoaling and schooling manoeuvres of forage fish. Often this involves charging the school or bait ball at high speed.

Some whale
Whale
Whale is the common name for various marine mammals of the order Cetacea. The term whale sometimes refers to all cetaceans, but more often it excludes dolphins and porpoises, which belong to suborder Odontoceti . This suborder also includes the sperm whale, killer whale, pilot whale, and beluga...

s lunge feed on bait balls. Lunge feeding is an extreme feeding method, in which the whale accelerates from below a bait ball to a high velocity and then opens its mouth to a large gape angle. This generates the water pressure required to expand its mouth and engulf and filter a huge amount of water and fish. Lunge feeding by the huge rorqual whales is said to be the largest biomechanical
Biomechanics
Biomechanics is the application of mechanical principles to biological systems, such as humans, animals, plants, organs, and cells. Perhaps one of the best definitions was provided by Herbert Hatze in 1974: "Biomechanics is the study of the structure and function of biological systems by means of...

 event on Earth.

Swordfish
Swordfish
Swordfish , also known as broadbill in some countries, are large, highly migratory, predatory fish characterized by a long, flat bill. They are a popular sport fish of the billfish category, though elusive. Swordfish are elongated, round-bodied, and lose all teeth and scales by adulthood...

 charge at high speeds through forage fish schools, slashing with their swords to kill or stun prey. They then turn and return to consume their catch.
Thresher shark
Thresher shark
Thresher sharks are large lamniform sharks of the family Alopiidae. Found in all temperate and tropical oceans of the world, the family contains three species all within the genus Alopias.-Taxonomy:...

s use their long tails to stun shoaling fishes.
Spinner shark
Spinner shark
The spinner shark is a species of requiem shark, family Carcharhinidae, named for the spinning leaps it makes as a part of its feeding strategy. This species occurs in tropical and warm temperate waters worldwide, except for in the eastern Pacific Ocean...

s charge vertically through schools, spinning on their axis with their mouths open and snapping all around. The shark's momentum at the end of these spiralling runs often carries it into the air.

Gannet
Gannet
Gannets are seabirds comprising the genus Morus, in the family Sulidae, closely related to the boobies.The gannets are large black and white birds with yellow heads. They have long pointed wings and long bills. Northern gannets are the largest seabirds in the North Atlantic, with a wingspan of up...

s plummet from heights of 30 metres (100 feet), plunging through the water leaving vapour-like trails behind like fighter planes. They enter the water at speeds up to 86 kilometres per hour (53 mph) and descend to depths of 34 metres (111 feet). Gannets have air sacs under their skin in their faces and chests which act like bubble-wrap, cushioning the impact with water.

Predator cooperation

The most effective strategy predators use against schooling fish is to first scare them into forming a bait ball. Strategies such as those outlined in the previous section, can work to a degree against freely streaming fish schools, but work much better if the fish school is first compacted into a bait ball. It is difficult for predators working individually to scare a fish school into a bait ball, and they usually work together in a cooperative effort.
  • Thresher shark
    Thresher shark
    Thresher sharks are large lamniform sharks of the family Alopiidae. Found in all temperate and tropical oceans of the world, the family contains three species all within the genus Alopias.-Taxonomy:...

    s compact their prey by swimming in circles around them, splashing the water with their long tails, often in pairs or small groups. They then strike sharply at the bait ball to stun the fish with the upper lobe of their tails.

  • Schools of forage fish can draw silky shark
    Silky shark
    The silky shark is a species of requiem shark, family Carcharhinidae, named for the smooth texture of its skin. It is one of the most abundant sharks in the pelagic zone, and can be found around the world in tropical waters. Highly mobile and migratory, this shark is most often found over the edge...

    s in large numbers. Silky sharks have been documented "herding" such schools into a bait ball trapped against the surface, and then consuming the entire school. When attacking tightly packed fish, silky sharks charge through the ball and slash open-mouthed, catching the prey fish at the corners of their jaws. Although multiple individuals may feed at once, each launches its attack independently.

  • Pods of many dolphin
    Dolphin
    Dolphins are marine mammals that are closely related to whales and porpoises. There are almost forty species of dolphin in 17 genera. They vary in size from and , up to and . They are found worldwide, mostly in the shallower seas of the continental shelves, and are carnivores, mostly eating...

     species commonly herd a school of fish into a bait ball while individual members take turns ploughing through and feeding on the more compacted shoal. Corralling is a method where fish are chased to shallow water where they are more easily captured. Some dolphins takes this further with strand feeding, driving prey until they are stranded on mud banks, where they can be easily accessed. Dolphins have also been observed blowing bubbles to startle and separate individual fish from a bait ball.

  • The humpback whale
    Humpback Whale
    The humpback whale is a species of baleen whale. One of the larger rorqual species, adults range in length from and weigh approximately . The humpback has a distinctive body shape, with unusually long pectoral fins and a knobbly head. It is an acrobatic animal, often breaching and slapping the...

     uses a feeding technique called bubble net feeding. A group of whales swim in a shrinking circle blowing bubbles below a school of prey fish. Forage fish show a strong fear of bubbles and can be easily contained within a bubble curtain. The shrinking ring of bubbles encircles the school and confines it in an ever smaller cylinder. The whales then lunge feed, often as a synchronised group, suddenly swimming upward through the "net", mouths agape, swallowing thousands of fish in one gulp. The ring can begin at up to 30 metres (98.4 ft) in diameter with perhaps a dozen whales cooperating. Using a crittercam
    Crittercam
    Crittercam is a small package of instruments including a camera that can be attached to a wild animal to study its behaviour in the wild. Crittercam was invented by National Geographic marine biologist Greg Marshall in 1986. Since then it has been employed in studies on over 40 marine and...

     attached to whale's back it was discovered that some whales blow the bubbles while others dive deeper to drive fish toward the surface, and yet others herd the prey into the net by vocalizing. Some humpback whales also scare schooling fish by slapping their tails (lobtail). Although many whale species lunge feed, only humpbacks use bubble nets.

  • Killer whales usually hunt larger fish, such as salmon, individually or in small group of individuals. However, forage fish, such as herring
    Herring
    Herring is an oily fish of the genus Clupea, found in the shallow, temperate waters of the North Pacific and the North Atlantic oceans, including the Baltic Sea. Three species of Clupea are recognized. The main taxa, the Atlantic herring and the Pacific herring may each be divided into subspecies...

    s, are often caught using carousel feeding
    Carousel feeding
    Carousel feeding refers to the hunting technique commonly employed by orcas. An individual or small group of orcas will release bursts of bubble or flash their white undersides to round prey such as salmon or herring into a tight defensive ball close to the surface. The orcas then slap the ball...

    . The killer whales force the herring into a tight ball by releasing bursts of bubbles or flashing their white undersides. They then slap the ball with their tail flukes, either stunning or killing up to 10–15 herring with a successful slap. The herring are then eaten one at a time. Carousel feeding has only been documented in the Norwegian killer whale population and with some oceanic dolphin species.

Mixed species feeding

Fish that school in large numbers can draw the attentions of many different predator species. The attraction of huge numbers of prey fish means that these predator species, which might otherwise be mutually antagonistic, usually cooperate with each other in pursuit of their common goal.

Bryde's whale
Bryde's Whale
Bryde's whales are baleen whales, one of the "great whales" or rorquals. They prefer tropical and temperate waters over the polar seas that other whales in their family frequent. They are largely coastal rather than pelagic. Bryde's whales are very similar in appearance to sei whales and almost as...

s often track dolphin groups as they herd prey species. As soon as the dolphins corral the prey, the whales lunge feed through the centre.

In 2001, Clua and Grosvalet proposed a four stage model to describe mixed species feeding behaviour involving common dolphin
Common dolphin
The common dolphin is the name given to two species of dolphin making up the genus Delphinus.Prior to the mid-1990s, most taxonomists only recognised one species in this genus, the common dolphin Delphinus delphis...

s, tuna
Tuna
Tuna is a salt water fish from the family Scombridae, mostly in the genus Thunnus. Tuna are fast swimmers, and some species are capable of speeds of . Unlike most fish, which have white flesh, the muscle tissue of tuna ranges from pink to dark red. The red coloration derives from myoglobin, an...

 and shearwater
Shearwater
Shearwaters are medium-sized long-winged seabirds. There are more than 30 species of shearwaters, a few larger ones in the genus Calonectris and many smaller species in the genus Puffinus...

 sea birds.
  • In the preparation phase, the dolphins rapidly circle the fish school to compact it.
  • In the intensification phase, the bait ball is further structured by dolphins circling and foraging the periphery of the ball, while shearwaters forage from the ocean surface.
  • At the mature phase, the dolphins temporarily scatter as giant tuna lunge vertically through the centre of the ball. At this point the concentration of the bait ball is optimal.
  • Finally in the dispersion phase, the tuna and sea birds disperse, and some dolphins return to forage on the remnants of the ball.

Most years, off southern Africa between May and July, billions of sardine
Sardine
Sardines, or pilchards, are several types of small, oily fish related to herrings, family Clupeidae. Sardines are named after the Mediterranean island of Sardinia, around which they were once abundant....

s (specifically the Southern African pilchard Sardinops sagax) spawn in the cool waters of the Agulhas Bank
Agulhas Bank
The Agulhas Bank is a broad, shallow part of the southern African continental shelf which extends south of Cape Agulhas before falling away steeply away to the abyssal plain....

 and move northward along the east coast of South Africa
South Africa
The Republic of South Africa is a country in southern Africa. Located at the southern tip of Africa, it is divided into nine provinces, with of coastline on the Atlantic and Indian oceans...

. This great fish migration
Fish migration
Many types of fish migrate on a regular basis, on time scales ranging from daily to annually or longer, and over distances ranging from a few metres to thousands of kilometres...

 is called the sardine run
Sardine run
The sardine run of southern Africa occurs from May through July when billions of sardines – or more specifically the Southern African pilchard Sardinops sagax – spawn in the cool waters of the Agulhas Bank and move northward along the east coast of South Africa...

. Their sheer numbers create a feeding frenzy
Feeding frenzy
In ecology, a feeding frenzy is a situation where oversaturation of a supply of food leads to rapid feeding by predatory animals. For example, a large school of fish can cause nearby sharks to enter a feeding frenzy. This can cause the sharks to go wild, biting anything that moves, including each...

 along the coastline. The run, containing millions of individual sardines, occurs when a current of cold water heads north from the Agulhas Bank up to Mozambique
Mozambique
Mozambique, officially the Republic of Mozambique , is a country in southeastern Africa bordered by the Indian Ocean to the east, Tanzania to the north, Malawi and Zambia to the northwest, Zimbabwe to the west and Swaziland and South Africa to the southwest...

 where it then leaves the coastline and goes further east into the Indian Ocean
Indian Ocean
The Indian Ocean is the third largest of the world's oceanic divisions, covering approximately 20% of the water on the Earth's surface. It is bounded on the north by the Indian Subcontinent and Arabian Peninsula ; on the west by eastern Africa; on the east by Indochina, the Sunda Islands, and...

. During the sardine run, as many as 18,000 dolphins, behaving like sheepdogs, herd the sardines into bait balls, or corral them in shallow water. Once rounded up, the dolphins and other predators take turns ploughing through the bait balls, gorging on the fish as they sweep through. Seabirds also attack them from above, flocks of gannet
Gannet
Gannets are seabirds comprising the genus Morus, in the family Sulidae, closely related to the boobies.The gannets are large black and white birds with yellow heads. They have long pointed wings and long bills. Northern gannets are the largest seabirds in the North Atlantic, with a wingspan of up...

s, cormorant
Cormorant
The bird family Phalacrocoracidae is represented by some 40 species of cormorants and shags. Several different classifications of the family have been proposed recently, and the number of genera is disputed.- Names :...

s, tern
Tern
Terns are seabirds in the family Sternidae, previously considered a subfamily of the gull family Laridae . They form a lineage with the gulls and skimmers which in turn is related to skuas and auks...

s and gull
Gull
Gulls are birds in the family Laridae. They are most closely related to the terns and only distantly related to auks, skimmers, and more distantly to the waders...

s. The sardine run is featured in the first episode of the 2001 BBC nature documentary The Blue Planet
The Blue Planet
The Blue Planet is a BBC nature documentary series narrated by David Attenborough, first transmitted in the UK from 12 September 2001.Described as "the first ever comprehensive series on the natural history of the world's oceans", each of the eight 50-minute episodes examines a different aspect of...

and in the 2008 3D IMAX documentary film Wild Ocean
Wild Ocean
Wild Ocean is the debut album by John Hughes, released in October 2004. The album features many well known Irish musicians, such as The Chieftains and The Corrs...

.

A similar great migration of herring
Herring
Herring is an oily fish of the genus Clupea, found in the shallow, temperate waters of the North Pacific and the North Atlantic oceans, including the Baltic Sea. Three species of Clupea are recognized. The main taxa, the Atlantic herring and the Pacific herring may each be divided into subspecies...

s occurs each year during the summer plankton
Plankton
Plankton are any drifting organisms that inhabit the pelagic zone of oceans, seas, or bodies of fresh water. That is, plankton are defined by their ecological niche rather than phylogenetic or taxonomic classification...

 bloom along the coast of British Columbia and Alaska. The migration is featured in the final episode of the 2009 BBC wildlife documentary Nature's Great Events
Nature's Great Events
Nature's Great Events is a wildlife documentary series made for BBC television, first shown in the UK on BBC One and BBC HD in February 2009. The series looks at how seasonal changes powered by the sun cause shifting weather patterns and ocean currents, which in turn create the conditions for some...

. In winter, the coastal fjord
Fjord
Geologically, a fjord is a long, narrow inlet with steep sides or cliffs, created in a valley carved by glacial activity.-Formation:A fjord is formed when a glacier cuts a U-shaped valley by abrasion of the surrounding bedrock. Glacial melting is accompanied by rebound of Earth's crust as the ice...

s and inlets are relatively lifeless, and the resident Steller sea lions must dive deeper and further from the coast to catch the widely-dispersed herring
Herring
Herring is an oily fish of the genus Clupea, found in the shallow, temperate waters of the North Pacific and the North Atlantic oceans, including the Baltic Sea. Three species of Clupea are recognized. The main taxa, the Atlantic herring and the Pacific herring may each be divided into subspecies...

. Humpback whale
Humpback Whale
The humpback whale is a species of baleen whale. One of the larger rorqual species, adults range in length from and weigh approximately . The humpback has a distinctive body shape, with unusually long pectoral fins and a knobbly head. It is an acrobatic animal, often breaching and slapping the...

s overwinter in the warm Pacific waters off Hawaii
Hawaii
Hawaii is the newest of the 50 U.S. states , and is the only U.S. state made up entirely of islands. It is the northernmost island group in Polynesia, occupying most of an archipelago in the central Pacific Ocean, southwest of the continental United States, southeast of Japan, and northeast of...

, where new mothers suckle their calves. They begin their 3,000 mile journey north in early spring, when the sea lions also give birth to their young. Spring storms disturb nutrients in the water which, together with the strengthening power of the sun, act as the catalysts for the plankton bloom. Huge shoals of herring arrive to spawn, turning the shallows milky white. The herring sift plankton from the water. In their wake come larger predators, including Pacific white-sided dolphin
Pacific White-sided Dolphin
The Pacific White-sided Dolphin is a very active dolphin found in the cool to temperate waters of the North Pacific Ocean.-Taxonomy:...

s and killer whales. Common murres dive under the herring shoals and pick off the fish from below, pinning them to the surface. Their defence is to form a bait ball, but gull
Gull
Gulls are birds in the family Laridae. They are most closely related to the terns and only distantly related to auks, skimmers, and more distantly to the waders...

s gathering on the surface attack them from above. The finale to the programme features unique underwater footage of humpbacks engulfing whole bait balls, and reveals their co-operative hunting behaviour called bubble-netting.

External links

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