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JetBlue
JBLU

Overview Fund Activity

365 hedge funds and large institutions have $5.1B invested in JetBlue in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 109 increasing their positions, 111 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+24
Holders Change %
+7.04%
% of All Funds
6.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
72
Increased
109
Reduced
111
Closed
44
Calls
$85M
Puts
$69.5M
Net Calls
+$15.5M
Net Calls Change
+$8.66M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$858M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$151M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$48M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$69.1M
5
N
Natixis
France
$28.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$124M
2
Russell Investments Group
Russell Investments Group
United Kingdom
$11.8M
3
SIG
Senator Investment Group
New York
$13.2M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.25M
5
DSC
Donald Smith & Co
New York
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
OR
226
Olympiad Research
Connecticut
$411K -$1.3K -64 -0.3%
CL
227
CPWM LLC
Washington
$407K – – –
DBIA
228
Dumont & Blake Investment Advisors
New Jersey
$407K +$407K +20,000 New
FAM
229
Formidable Asset Management
Ohio
$407K +$407K +20,000 New
Envestnet Asset Management
230
Envestnet Asset Management
Illinois
$398K -$147K -7,233 -27%
LFAS
231
Level Four Advisory Services
Texas
$395K +$395K +19,404 New
ASN
232
Advisory Services Network
Georgia
$382K +$61.6K +3,028 +19%
CRI
233
Colonial River Investments
Virginia
$381K -$13.8K -680 -4%
FTUS
234
Flow Traders U.S.
New York
$379K +$379K +18,632 New
JWBC
235
J.W. Burns & Co
New York
$366K – – –
SPIA
236
Steward Partners Investment Advisory
New York
$354K +$203K +10,001 +135%
ZCA
237
Zeke Capital Advisors
Pennsylvania
$353K +$353K +17,346 New
UA
238
Unison Advisors
District of Columbia
$345K – – –
WCM
239
Weld Capital Management
New York
$334K +$51.3K +2,523 +18%
URS
240
Utah Retirement Systems
Utah
$332K +$6.11K +300 +2%
OWA
241
Octavia Wealth Advisors
Ohio
$322K +$1.02K +50 +0.3%
BAM
242
Boyar Asset Management
New York
$318K – – –
MAFM
243
Mid Atlantic Financial Management
Pennsylvania
$315K -$50.9K -2,500 -14%
SCM
244
Shelton Capital Management
Colorado
$314K – – –
QIM
245
Quantitative Investment Management
Virginia
$305K -$236K -11,609 -44%
JWM
246
Jeppson Wealth Management
California
$296K -$811 -40 -0.3%
Rafferty Asset Management
247
Rafferty Asset Management
New York
$294K -$24.9K -1,222 -8%
CMANY
248
Capital Management Associates (New York)
New York
$270K -$193K -9,500 -42%
KAS
249
Kestra Advisory Services
Texas
$269K -$231K -11,358 -46%
SWM
250
Spire Wealth Management
Virginia
$269K +$269K +13,258 New
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