BLUE BIRD CORP BLBD
COM · Common Stock · CUSIP 095306106
American bus manufacturer based in Georgia
- SectorConsumer discretionary
- IndustryTruck & Bus Bodies
- HeadquartersMacon, GA
- Founded1932
- Websiteblue-bird.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($987.2k this quarter). Holder counts are more reliable. Shares outstanding: 32.4m as of 2024-08-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $53.82. Options: 10 managers hold calls ($14.4m notional), 7 hold puts ($16.0m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 72 |
| Q4 2022 | 73 |
| Q1 2023 | 96 |
| Q2 2023 | 130 |
| Q3 2023 | 133 |
| Q4 2023 | 159 |
| Q1 2024 | 188 |
| Q2 2024 | 245 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 32 | 41 |
| Q1 2023 | 64 | 29 |
| Q2 2023 | 96 | 28 |
| Q3 2023 | 81 | 59 |
| Q4 2023 | 108 | 53 |
| Q1 2024 | 123 | 76 |
| Q2 2024 | 141 | 106 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $1.6m | $1.4m | 0.90 |
| Q4 2023 | $2.1m | $792.2k | 0.38 |
| Q1 2024 | $12.8m | $1.2m | 0.10 |
| Q2 2024 | $14.4m | $16.0m | 1.11 |
Biggest buyers
| FMR LLC | Added | +497.9k |
| RK Capital Management, LLC | New | +341.5k |
| VANGUARD GROUP INC | Added | +261.2k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +229.0k |
| BlackRock Inc. | Added | +225.6k |
| HENNESSY ADVISORS INC | New | +218.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +207.0k |
| Qube Research & Technologies Ltd | Added | +204.7k |
| Granahan Investment Management, LLC | New | +140.9k |
| Trexquant Investment LP | New | +112.7k |
Biggest sellers
| WESTWOOD HOLDINGS GROUP INC | Reduced | -877.2k |
| EVR Research LP | Reduced | -730.0k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -564.0k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -471.0k |
| MORGAN STANLEY | Reduced | -347.9k |
| Driehaus Capital Management LLC | Reduced | -333.4k |
| 325 CAPITAL LLC | Reduced | -325.7k |
| FIRST TRUST ADVISORS LP | Reduced | -305.4k |
| Epoch Investment Partners, Inc. | Reduced | -300.0k |
| KENNEDY CAPITAL MANAGEMENT LLC | Reduced | -289.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.3m98.8k shares |
| CITADEL ADVISORS LLC | Added | $4.8m89.2k shares |
| Parallax Volatility Advisers, L.P. | New | $1.4m26.3k shares |
| JANE STREET GROUP, LLC | Reduced | $1.1m20.1k shares |
| SIMPLEX TRADING, LLC | Added | $1.0m19.2k shares |
| Cubist Systematic Strategies, LLC | New | $269.2k5.0k shares |
| WOLVERINE TRADING, LLC | New | $236.9k4.4k shares |
| Walleye Capital LLC | New | $156.2k2.9k shares |
| GROUP ONE TRADING LLC | Reduced | $70.0k1.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.0m204.6k shares |
| CITADEL ADVISORS LLC | Added | $3.8m71.4k shares |
| SIMPLEX TRADING, LLC | Added | $430.0k8.0k shares |
| JANE STREET GROUP, LLC | New | $344.6k6.4k shares |
| WOLVERINE TRADING, LLC | New | $339.3k6.3k shares |
| GROUP ONE TRADING LLC | Added | $32.3k600 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +0.7 pts · filed 2026-09-08 | 10.2% |
Groupe Autobus Girardin Ltee
13D · may seek influence
new · filed 2026-04-08
Stated purposeShare Purchase Agreement On February 15, 2026, the Issuer and its wholly owned subsidiary, Blue Bird Body Company, a Georgia corporation (collectively, "Blue Bird"), MB Callco Inc., an Ontario corporation ("MB Callco") and MB Exchangeco Inc., an Ontario corporation ("MB ExchangeCo") entered into a Share Purchase Agreement (the "Purchase Agreement"), with the AG 2014 Trust ("AG Trust"), the SG One 2014 Trust ("SG Trust"), and the DG One 2014 Trust ("DG Trust" and collectively with AG Trust and SG Trust, the "Trusts"), GAG, Girardin Minibus JV 2 Inc., a corporation existing under the laws of the Province of Quebec (the "MB US Seller" and together with the Trusts and GAG, the "Sellers" and each, a "Seller"), to acquire 100% of the issued and outstanding equity securities of Girardin Minibus … Full filing |
7.9% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.5% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution +1.4 pts · filed 2026-02-13 | 5.6% |
| MILLENNIUM MANAGEMENT LLC 13G · passive investor new · filed 2026-10-20 | 5.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 1 | $330.0k | — |
| Q2 2023 | 0 | — | 1 | $69.0m | — |
| Q3 2023 | 0 | — | 1 | $26.0m | — |
| Q4 2023 | 0 | — | 2 | $2.2m | $2.2m |
| Q1 2024 | 0 | — | 4 | $7.3m | $6.2m |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 2.4m $128.9m | Added +225.6k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.2m $117.0m | Added +261.2k |
| WESTWOOD HOLDINGS GROUP INC 0.33% of their portfolio | 1.3m $70.5m | Reduced -877.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.2m $64.6m | Reduced -471.0k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 977.1k $52.6m | Reduced -564.0k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 889.6k $47.9m | Added +95.3k |
| 325 CAPITAL LLC 18.96% of their portfolio | 838.5k $45.2m | Reduced -325.7k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 768.2k $41.4m | Reduced -305.4k |
| STATE STREET CORP 0.00% of their portfolio | 669.1k $36.0m | Added +65.2k |
| LORD, ABBETT & CO. LLC 0.06% of their portfolio | 640.2k $34.5m | Reduced -19.0k |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2.10% of their portfolio | 633.3k $34.1m | Reduced -192.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 615.5k $33.1m | Reduced -29.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 595.9k $32.1m | Added +67.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 509.4k $27.4m | Added +229.0k |
| Driehaus Capital Management LLC 0.26% of their portfolio | 503.1k $27.1m | Reduced -333.4k |
| FMR LLC 0.00% of their portfolio | 500.5k $27.0m | Added +497.9k |
| MORGAN STANLEY 0.00% of their portfolio | 470.5k $25.3m | Reduced -347.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 443.8k $23.9m | Added +57.3k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 423.6k $22.8m | Reduced -252.3k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 2.16% of their portfolio | 413.8k $22.3m | Reduced -240.3k |
| BLAIR WILLIAM & CO/IL 0.07% of their portfolio | 398.5k $21.5m | Reduced -20.1k |
| Boston Partners 0.03% of their portfolio | 393.6k $20.9m | Reduced -21.8k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 355.1k $19.1m | Reduced -31.9k |
| Prospect Capital Advisors, LLC 7.84% of their portfolio | 345.4k $18.6m | Reduced -15.0k |
| RK Capital Management, LLC 4.93% of their portfolio | 341.5k $18.4m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 323.2k $17.4m | Added +76.0k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 312.0k $16.8m | Added +204.7k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.99% of their portfolio | 299.1k $16.1m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 256.9k $13.8m | Added +207.0k |
| Man Group plc 0.04% of their portfolio | 253.0k $13.6m | Added +94.9k |
| GAMCO INVESTORS, INC. ET AL 0.14% of their portfolio | 246.8k $13.3m | Reduced -42.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 229.1k $12.3m | Added +17.9k |
| HENNESSY ADVISORS INC 0.45% of their portfolio | 218.9k $11.8m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 217.7k $11.7m | Reduced -4.5k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 214.6k $11.6m | Reduced -113.2k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 206.7k $11.1m | Reduced -3.5k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 205.0k $11.0m | Reduced -27.0k |
| EVR Research LP 3.22% of their portfolio | 200.0k $10.8m | Reduced -730.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 181.9k $9.8m | Added +89.1k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 174.0k $9.4m | Added +25.4k |
| North Star Investment Management Corp. 0.68% of their portfolio | 172.2k $9.3m | Reduced -3.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 168.9k $9.1m | Reduced -289.2k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 168.2k $9.1m | Reduced -69.3k |
| Palisades Investment Partners, LLC 4.41% of their portfolio | 165.4k $8.9m | First filing |
| Skandinaviska Enskilda Banken AB (publ) 0.04% of their portfolio | 162.8k $8.8m | Reduced -106.7k |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC 4.01% of their portfolio | 150.0k $8.1m | Reduced -178.0k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.48% of their portfolio | 148.0k $8.0m | Added +39.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 143.6k $7.7m | Added +90.4k |
| Granahan Investment Management, LLC 0.30% of their portfolio | 140.9k $7.6m | New |
| Invesco Ltd. 0.00% of their portfolio | 136.8k $7.4m | Added +104.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 132.7k $7.1m | Added +30.9k |
| GLOBEFLEX CAPITAL L P 0.73% of their portfolio | 129.2k $7.0m | Added +17.1k |
| ICON ADVISERS INC/CO 1.38% of their portfolio | 120.0k $6.1m | Unchanged |
| CASTLEARK MANAGEMENT LLC 0.26% of their portfolio | 118.0k $6.4m | Reduced -20.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 115.5k $6.2m | Added +72.2k |
| Trexquant Investment LP 0.09% of their portfolio | 112.7k $6.1m | New |
| Hillsdale Investment Management Inc. 0.48% of their portfolio | 112.2k $6.0m | Reduced -31.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 107.5k $5.8m | Added +30.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 106.2k $5.7m | New |
| ALGERT GLOBAL LLC 0.19% of their portfolio | 105.7k $5.7m | Added +82.7k |
| ClariVest Asset Management LLC 0.58% of their portfolio | 104.9k $5.6m | Reduced -449 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 104.0k $5.6m | Reduced -10.3k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 102.3k $5.5m | Added +38.0k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 97.4k $5.2m | Added +93.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 94.8k $5.1m | Added +52.4k |
| Global IMC LLC 1.13% of their portfolio | 93.6k $5.0m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 93.3k $5.0m | Added +10.2k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 92.7k $5.0m | Added +14.2k |
| UBS Group AG 0.00% of their portfolio | 88.9k $4.8m | Added +53.6k |
| Squarepoint Ops LLC 0.02% of their portfolio | 84.9k $4.6m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 84.4k $4.5m | Added +13.2k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 81.9k $4.4m | Added +26.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.03% of their portfolio | 81.7k $4.4m | New |
| SG Americas Securities, LLC 0.03% of their portfolio | 81.2k $4.4m | Added +68.6k |
| Informed Momentum Co LLC 0.66% of their portfolio | 74.9k $4.0m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 64.6k $3.5m | Added +6.5k |
| Swiss National Bank 0.00% of their portfolio | 60.2k $3.2m | Reduced -3.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 58.5k $3.2m | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 56.8k $3.1m | Reduced -47.5k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 56.5k $3.0m | Reduced -3.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 53.4k $2.9m | Reduced -22.4k |
| Nicholas Investment Partners, LP 0.30% of their portfolio | 53.2k $2.9m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 52.7k $2.8m | Reduced -7.0k |
| Epoch Investment Partners, Inc. 0.01% of their portfolio | 52.4k $2.8m | Reduced -300.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 52.0k $2.8m | Reduced -10.2k |
| Calamos Advisors LLC 0.01% of their portfolio | 50.8k $2.7m | Added +21.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 50.6k $2.7m | Reduced -193.3k |
| Cubist Systematic Strategies, LLC 0.04% of their portfolio | 47.5k $2.6m | New |
| Olstein Capital Management, L.P. 0.45% of their portfolio | 47.0k $2.5m | Reduced -45.0k |
| HRT FINANCIAL LP 0.01% of their portfolio | 46.9k $2.5m | New |
| De Lisle Partners LLP 0.54% of their portfolio | 46.4k $2.5m | Added +22.5k |
| GABELLI FUNDS LLC 0.02% of their portfolio | 46.0k $2.5m | Reduced -3.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 43.1k $2.3m | Added +4.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 41.8k $2.3m | Added +22.9k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 40.6k $2.2m | Added +8.5k |
| HARBOR CAPITAL ADVISORS, INC. 0.16% of their portfolio | 38.4k $2.1m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 37.0k $2.0m | Added +23.9k |
| SEVEN EIGHT CAPITAL, LP 0.21% of their portfolio | 36.8k $2.0m | Added +28.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 36.1k $1.9m | Reduced -13.0k |
| Legal & General Group Plc 0.00% of their portfolio | 34.8k $1.9m | Added +6.4k |