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JetBlue
JBLU

Overview Fund Activity

334 hedge funds and large institutions have $1.72B invested in JetBlue in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-26
Holders Change %
-7.22%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
106
Reduced
110
Closed
63
Calls
$36.4M
Puts
$66.5M
Net Calls
-$30.1M
Net Calls Change
-$23.6M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$109M
2
Marshall Wace
Marshall Wace
United Kingdom
$35.1M
3
Two Sigma Investments
Two Sigma Investments
New York
$36.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.2M
5
USGIU
U.S. Global Investors (USGI)
Texas
$70.5M

Top Sellers

1
Voloridge Investment Management
Voloridge Investment Management
Florida
$11.8M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$88.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$38M
5
Citadel Advisors
Citadel Advisors
Florida
$3.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$101K +$12K +1,700 +13%
M&T Bank
227
M&T Bank
New York
$101K -$4.79K -658 -5%
SWM
228
Spire Wealth Management
Virginia
$98.7K +$8.84K +1,214 +10%
HSA
229
HBK Sorce Advisory
Pennsylvania
$96.3K -$21.6K -2,963 -18%
MAS
230
Meeder Advisory Services
Ohio
$93.5K +$93.5K +12,849 New
Franklin Resources
231
Franklin Resources
California
$92.5K +$3.66K +503 +4%
MIC
232
Means Investment Company
Maine
$88.8K -$27.7K -3,803 -24%
FFM
233
Forum Financial Management
Illinois
$86.1K – – –
PA
234
Profund Advisors
Maryland
$84.6K -$24.5K -3,370 -22%
Truist Financial
235
Truist Financial
North Carolina
$82K +$82K +11,258 New
NRD
236
Nebula Research & Development
New York
$79.3K +$79.3K +10,898 New
Envestnet Asset Management
237
Envestnet Asset Management
Illinois
$77K +$77K +10,578 New
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$77K – – –
CCG
239
Coastwise Capital Group
California
$76.1K – – –
CF
240
Centaurus Financial
California
$76K -$11.3K -1,558 -13%
JWM
241
Jeppson Wealth Management
California
$73K -$19.7K -2,700 -21%
Russell Investments Group
242
Russell Investments Group
United Kingdom
$55.9K +$2.91K +399 +5%
QCG
243
Quadrant Capital Group
Ohio
$51.2K +$13.1K +1,795 +34%
US Bancorp
244
US Bancorp
Minnesota
$42.9K -$53.2K -7,306 -55%
AF
245
Allworth Financial
California
$41.7K +$9.85K +1,353 +31%
BAM
246
Belpointe Asset Management
Nevada
$40K +$585 +89 +1%
CWM
247
Compass Wealth Management
Connecticut
$39.5K – – –
CA
248
Crewe Advisors
Utah
$35.4K – – –
S
249
SignatureFD
Georgia
$35.4K -$114K -15,672 -76%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$34K +$1.77K +243 +5%
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