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JetBlue

371 hedge funds and large institutions have $2.44B invested in JetBlue in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 104 increasing their positions, 118 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 46

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $1.84B → $2.44B (+$597M)

8.49% more ownership

Funds ownership: 80.96%89.45% (+8.5%)

7% more funds holding

Funds holding: 347371 (+24)

12% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 118

57% less call options, than puts

Call options by funds: $70.7M | Put options by funds: $163M

Holders
371
Holders Change
+24
Holders Change %
+6.92%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
74
Increased
104
Reduced
118
Closed
46
Calls
$70.7M
Puts
$163M
Net Calls
-$92.7M
Net Calls Change
-$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
226
Forum Financial Management
Illinois
$111K +$95.3K +14,064 New
PP
227
PDS Planning
Ohio
$109K
JWM
228
Jeppson Wealth Management
California
$107K
BCM
229
Brasada Capital Management
Texas
$105K
First Trust Advisors
230
First Trust Advisors
Illinois
$103K +$88.9K +13,123 New
Pictet Asset Management
231
Pictet Asset Management
Switzerland
$95.3K
IAIM
232
International Assets Investment Management
Florida
$94.2K -$475K -70,028 -85%
QWM
233
Quadcap Wealth Management
Texas
$94K +$81K +11,953 New
PA
234
PharVision Advisers
Florida
$93.7K +$80.8K +11,925 New
SAM
235
Smartleaf Asset Management
Massachusetts
$92.9K +$48.9K +7,212 +164%
SCM
236
Shelton Capital Management
Colorado
$91.6K -$26.3K -3,873 -25%
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$88.6K +$8.49K +1,252 +12%
VT
238
Vise Technologies
New York
$88.6K +$76.4K +11,272 New
GT
239
Glenmede Trust
Pennsylvania
$83.1K +$3.68K +543 +5%
EWA
240
EP Wealth Advisors
California
$83.1K -$19K -2,800 -21%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$83K
RT
242
Rockland Trust
Massachusetts
$82.5K
FTWA
243
Fifth Third Wealth Advisors
Ohio
$82.4K -$2.03K -300 -3%
ACP
244
Arcus Capital Partners
Georgia
$81.6K
Pathstone Holdings
245
Pathstone Holdings
New Jersey
$80.6K +$69.5K +10,250 New
TPWM
246
Twelve Points Wealth Management
Massachusetts
$80.5K -$12.5K -1,848 -15%
RCA
247
Resonant Capital Advisors
Wisconsin
$79.5K -$779 -115 -1%
SPA
248
Sherbrooke Park Advisers
New York
$79.1K +$68.2K +10,065 New
PWG
249
Portside Wealth Group
Utah
$79.1K -$41 -6 -0.1%
USCWA
250
U.S. Capital Wealth Advisors
Texas
$78.6K

JBLU Hedge Fund Activity: Q4 2024 in Review

371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2024, worth a combined $2.44B — up 32% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JBLU positions and 46 closed out — a net gain of 28 holders — while 104 added to existing stakes and 118 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $112M. The largest seller was Donald Smith & Co, cutting an estimated $45.1M.

  • 371 institutional investors held JetBlue (JBLU) as of Q4 2024, up from 347 in Q3 2024.
  • Funds reported $2.44B of JetBlue stock for Q4 2024, up 32% quarter-over-quarter.
  • 74 funds opened new JetBlue positions in Q4 2024 and 46 closed out, a net change of +28 holders.
  • The largest JetBlue buyer in Q4 2024 was Fidelity Investments, an estimated $112M added.
  • The largest JetBlue seller in Q4 2024 was Donald Smith & Co, an estimated $45.1M sold.

Based on aggregated 13F filings for Q4 2024.