Blue Bird Corporation

BLBD • NASDAQ

Blue Bird Corporation is a auto - manufacturers company in the consumer cyclical sector on NASDAQ, led by John F. Wyskiel, with a market cap of $1.6B. As of Q3 2025, 107% of shares are held by 264 institutional investors, with FMR LLC as the largest holder at 12.26%.

President and Chief Executive OfficerJohn F. Wyskiel

Market Cap$1.6B

Auto - Manufacturers

Consumer Cyclical

Employees1.8K

Websiteblue-bird.com

Country

United States of America

Overview

Overview of institutional ownership in BLBD as of Q3 2025 with a market cap of $1.8B

All Institutions

Institutions: 264
Value Held: $2.0B
Shares Held: 34.1M
Avg Position: $7.4M
Median Position: $841.4K

Hedge Funds

Hedge Funds: 32
Value Held: $226.4M
Shares Held: 3.9M
Avg Position: $7.1M
Median Position: $4.9M

Ownership Breakdown

Institutional (non-HF)

95.0%

$1.7B

Hedge Funds

12.41%

$226.4M

Retail & Other

Based on market cap of $1.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BLBD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$223.7M 0.01% of portfolio	12.26% 3.9M shares	Q1 2022 Held for 3y 8m	$1.92T
B BlackRock, Inc. Institution	-	$138.9M 0.00% of portfolio	7.61% 2.4M shares	Q1 2016 Held for 9y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$109.7M 0.00% of portfolio	6.01% 1.9M shares	Q1 2015 Held for 10y 8m	$6.69T
WESTWOOD HOLDINGS GROUP INC Institution	Brian O. Casey CEO	$95.5M 0.69% of portfolio	5.23% 1.7M shares	Q1 2024 Held for 1y 8m	$13.8B
A AMERICAN CENTURY COMPANIES INC Institution	-	$76.8M 0.04% of portfolio	4.21% 1.3M shares	Q4 2023 Held for 1y 11m	$195.93B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$59.8M 0.01% of portfolio	3.28% 1.0M shares	Q2 2020 Held for 5y 5m	$571.21B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$53.3M 0.00% of portfolio	2.92% 925.9K shares	Q4 2017 Held for 7y 11m	$1.56T
3 325 CAPITAL LLC Hedge Fund•Value	Michael Braner Managing Partner	$44.5M 13.52% of portfolio	2.44% 773.2K shares	Q4 2021 Held for 3y 11m	$329.1M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$44.1M 0.00% of portfolio	2.42% 766.1K shares	Q2 2015 Held for 10y 5m	$1.57T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$44.1M 0.00% of portfolio	2.42% 766.0K shares	Q2 2015 Held for 10y 5m	$2.88T

Net Capital Flow

Institutional buying and selling activity for BLBD in Q3 2025

Traded: +$5.6M
Buyers: 141
Sellers: 114
Total Bought: +$332.1M
Total Sold: −$326.5M
Avg Position: $6.8M

Biggest Buyers

Institution	Net Bought	Current Position
JPMORGAN CHASE & CO Institution	+$34.6M +601.7K shares	$53.3M 925.9K shares
Empowered Funds, LLC ETF Provider	+$21.1M +367.5K shares	$21.1M 367.5K shares
D D. E. Shaw & Co., Inc. Institution	+$20.7M +359.7K shares	$30.4M 528.0K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	+$20.1M +349.1K shares	$24.0M 417.2K shares
Marshall Wace LLP Institution	+$19.4M +337.2K shares	$24.5M 425.2K shares
HENDERSON GROUP PLC Institution	+$16.9M +293.3K shares	$39.9M 693.1K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	+$14.1M +245.6K shares	$14.1M 245.6K shares
R ROYAL BANK OF CANADA Institution	+$13.1M +228.1K shares	$16.7M 289.6K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$12.7M +219.9K shares	$20.1M 349.8K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$10.9M +190.0K shares	$10.9M 190.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
A AMERICAN CENTURY COMPANIES INC Institution	−$53.7M −932.4K shares	$76.8M 1.3M shares
FMR LLC Institution	−$48.8M −847.6K shares	$223.7M 3.9M shares
WESTWOOD HOLDINGS GROUP INC Institution	−$33.1M −575.2K shares	$95.5M 1.7M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$21.9M −379.9K shares	$11.4M 198.6K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$16.4M −285.2K shares	$32.3M 560.9K shares
Intrinsic Edge Capital Management LLC Hedge Fund•Multi-Strategy	−$13.9M −242.3K shares	$8.0M 139.3K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$12.6M −218.7K shares	$59.8M 1.0M shares
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC RIA/Wealth	−$10.5M −182.7K shares	$36.9M 640.4K shares
UBS Group AG Institution	−$9.8M −169.6K shares	$6.1M 106.2K shares
CITIGROUP INC Institution	−$9.3M −161.3K shares	$5.3M 92.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BLBD in Q3 2025

New Positions: 24
New Value: $30.7M
Exited Positions: 23
Exited Value: $21.4M

New Positions

Institution	Position Value
Empowered Funds, LLC ETF Provider	$21.1M 367.5K shares
C CAXTON ASSOCIATES LLP Institution	$1.8M 30.5K shares
V VIRGINIA RETIREMENT SYSTEMS ET AL Institution	$1.5M 25.4K shares
Voleon Capital Management LP Hedge Fund•Quant	$1.3M 22.5K shares
SummerHaven Investment Management, LLC Long Only Manager	$1.1M 18.6K shares
Knights of Columbus Asset Advisors LLC Long Only Manager	$1.0M 17.7K shares
Ellsworth Advisors, LLC RIA/Wealth	$852.7K 14.9K shares
Round Rock Advisors, LLC RIA/Wealth	$604.7K 10.8K shares
LEUCADIA NATIONAL CORP Institution	$326.5K 5.7K shares
Independent Advisor Alliance RIA/Wealth	$319.5K 5.6K shares

Exited Positions

Institution	Previous Position
J J. Goldman & Co LP Hedge Fund•Multi-Strategy	$5.2M 119.6K shares
4D Advisors, LLC Hedge Fund•Long/Short	$3.7M 85.0K shares
E EVR Research LP Hedge Fund•Long/Short	$3.5M 80.0K shares
A AXA Institution	$2.3M 53.4K shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	$2.1M 49.5K shares
M Massar Capital Management, LP Institution	$992.7K 23.0K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	$966.6K 22.4K shares
Toroso Investments, LLC ETF Provider	$695.2K 16.1K shares
F FOX RUN MANAGEMENT, L.L.C. Hedge Fund•Quant	$581.8K 13.5K shares
Brookwood Investment Group LLC RIA/Wealth	$378.3K 8.8K shares

Options Activity

Institutions with the largest Call and Put options positions in BLBD as of Q3 2025

Call Positions: 8
Call Value: $6.5M
Put Positions: 6
Put Value: $6.1M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.5M 432.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.0M 181.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$846.0K 147.0 contracts
D D. E. Shaw & Co., Inc. Institution	$673.3K 117.0 contracts
W WOLVERINE TRADING, LLC Institution	$500.3K 87.0 contracts
J JANE STREET GROUP, LLC Institution	$414.4K 72.0 contracts
Walleye Trading LLC RIA/Wealth	$299.3K 52.0 contracts
P PEAK6 LLC Institution	$276.2K 48.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.7M 466.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.7M 292.0 contracts
J JANE STREET GROUP, LLC Institution	$633.1K 110.0 contracts
W WOLVERINE TRADING, LLC Institution	$621.1K 108.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$282.0K 49.0 contracts
Walleye Trading LLC RIA/Wealth	$184.2K 32.0 contracts

Most Committed Institutions

Institutions with BLBD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
3 325 CAPITAL LLC Hedge Fund•Value	Michael Braner Managing Partner	13.52% $44.5M	2.44% 773.2K shares	Q4 2021 Held for 3y 11m	$329.1M
Q Quantedge Capital Pte Ltd Institution	-	4.20% $7.7M	0.42% 133.3K shares	Q3 2025 Held for 2 months	$182.7M
P Prospect Capital Advisors, LLC Hedge Fund•Long/Short	Daniel William Mendoza Managing Partner	3.34% $6.4M	0.35% 111.9K shares	Q3 2023 Held for 2y 2m	$193.0M
NEUMEIER POMA INVESTMENT COUNSEL LLC Long Only Manager	Brian David Poma CEO	2.28% $27.8M	1.52% 483.3K shares	Q3 2024 Held for 1y 2m	$1.2B
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC RIA/Wealth	Sean Adam Metrose President	1.86% $36.9M	2.02% 640.4K shares	Q4 2022 Held for 2y 11m	$2.0B
GLOBEFLEX CAPITAL L P Long Only Manager	Marina Loretta Marrelli CEO	1.77% $11.4M	0.62% 197.8K shares	Q1 2024 Held for 1y 8m	$644.8M
Intrinsic Edge Capital Management LLC Hedge Fund•Multi-Strategy	Mark David Coe Managing Partner	1.22% $8.0M	0.44% 139.3K shares	Q1 2024 Held for 1y 8m	$658.6M
OBERWEIS ASSET MANAGEMENT INC/ Long Only Manager	James Walter Oberweis President	0.82% $21.5M	1.18% 373.4K shares	Q1 2023 Held for 2y 8m	$2.6B
WESTWOOD HOLDINGS GROUP INC Institution	Brian O. Casey CEO	0.69% $95.5M	5.23% 1.7M shares	Q1 2024 Held for 1y 8m	$13.8B
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	0.63% $1.1M	0.06% 18.6K shares	Q3 2025 Held for 2 months	$170.9M

Hedge Fund Spotlight

Discover hedge funds investing in BLBD

ExodusPoint Capital Management, LP

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael Robert Gelband

Portfolio Value: $7.1B
Positions: 1,351
Last Reported: Q3 2025

Sector Allocation

Position in Blue Bird Corporation

Market Value: $1.6M
Shares Held: 27.8K
Portfolio Weight: 0.02%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$306.1M	4.29%
2 Ameren AEE	Regulated Electric Utilities	$103.0M	1.44%
3 Nvidia NVDA	Semiconductors Technology	$79.9M	1.12%