JetBlue
JBLU
278 hedge funds and large institutions have $3.41B invested in JetBlue in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 98 reducing their positions, and 59 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
5% more capital invested
Capital invested by funds: $3.24B → $3.41B (+$166M)
5% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 98
6% less funds holding
Funds holding: 295 → 278 (-17)
16% less call options, than puts
Call options by funds: $35M | Put options by funds: $41.6M
27% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$140M |
| 2 |
CCP
Cyrus Capital Partners
New York
|
+$111M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$32.7M |
| 4 |
OM
Ospraie Management
New York
|
+$27.9M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$115M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$42.7M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$35.7M |
| 4 |
DSC
Donald Smith & Co
New York
|
-$24.6M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$23.5M |
JBLU Hedge Fund Activity: Q2 2014 in Review
278 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q2 2014, worth a combined $3.41B — up 5.1% from $3.24B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of JBLU and 43 opened new positions — a net loss of 16 holders — while 98 trimmed existing stakes and 103 added.
The largest buyer was Fidelity Investments, adding an estimated $140M. The largest seller was Wellington Management Group, cutting an estimated $115M.
- 278 institutional investors held JetBlue (JBLU) as of Q2 2014, down from 295 in Q1 2014.
- Funds reported $3.41B of JetBlue stock for Q2 2014, up 5.1% quarter-over-quarter.
- 43 funds opened new JetBlue positions in Q2 2014 and 59 closed out, a net change of -16 holders.
- The largest JetBlue buyer in Q2 2014 was Fidelity Investments, an estimated $140M added.
- The largest JetBlue seller in Q2 2014 was Wellington Management Group, an estimated $115M sold.
Based on aggregated 13F filings for Q2 2014.