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JetBlue
JBLU

355 hedge funds and large institutions have $5.06B invested in JetBlue in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 86 increasing their positions, 143 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 48

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

11% more capital invested

Capital invested by funds: $4.54B → $5.06B (+$520M)

2% more funds holding

Funds holding: 348 → 355 (+7)

0.36% more ownership

Funds ownership: 90.62% → 90.98% (+0.36%)

40% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 143

50% less call options, than puts

Call options by funds: $24.4M | Put options by funds: $48.5M

Holders
355
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
7.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
60
Increased
86
Reduced
143
Closed
48
Calls
$24.4M
Puts
$48.5M
Net Calls
-$24.2M
Net Calls Change
+$2.07M

Top Buyers

Rank Fund Capital Flow
1
SSM
Sound Shore Management
Connecticut
+$123M
2
Millennium Management
Millennium Management
New York
+$60.1M
3
Renaissance Technologies
Renaissance Technologies
New York
+$41.6M
4
N
Nuveen
North Carolina
+$20.6M
5
WI
Wafra Inc
New York
+$18M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$171M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$61.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$18.4M
4
NM
NWI Management
New York
-$17.7M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
251
Lazard Asset Management
New York
$273K -$6.21M -347,305 -96%
WAM
252
World Asset Management
Michigan
$267K +$1.02K +57 +0.4%
TRAM
253
Tuscan Ridge Asset Management
Illinois
$266K +$257K +14,370 New
EWM
254
Empirical Wealth Management
Washington
$256K – – –
Qube Research & Technologies (QRT)
255
Qube Research & Technologies (QRT)
United Kingdom
$247K +$238K +13,332 New
QCM
256
Quantinno Capital Management
New York
$241K +$234K +13,058 New
First Manhattan
257
First Manhattan
New York
$240K – – –
UA
258
Unison Advisors
District of Columbia
$240K – – –
RJFSA
259
Raymond James Financial Services Advisors
Florida
$239K -$8.39K -469 -3%
ICOM
260
Investment Counselors of Maryland
Maryland
$233K – – –
APA
261
American Portfolios Advisors
New York
$229K – – –
LTFS
262
Ladenburg Thalmann Financial Services
Florida
$227K -$33.2K -1,854 -13%
RC
263
RegentAtlantic Capital
New Jersey
$217K -$39.3K -2,195 -16%
FIM
264
Freedom Investment Management
Connecticut
$217K -$1.23K -69 -0.6%
Twin Tree Management
265
Twin Tree Management
Texas
$211K +$204K +11,404 New
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$208K – – –
ECM
267
ExodusPoint Capital Management
New York
$204K +$197K +11,037 New
ER
268
Enlightenment Research
Florida
$202K +$195K +10,900 New
MA
269
MANA Advisors
New York
$192K +$186K +10,390 New
IFWM
270
Institute for Wealth Management
Colorado
$191K – – –
AG
271
Advisor Group
Arizona
$187K -$228K -12,738 -56%
SRC
272
Shufro Rose & Co
New York
$186K – – –
RIG
273
Renaissance Investment Group
Massachusetts
$185K +$179K +10,000 New
MC
274
Machina Capital
France
$184K +$162K +9,073 +1,008%
Acadian Asset Management
275
Acadian Asset Management
Massachusetts
$175K +$65.8K +3,679 +64%
9 10
11
12 13

JBLU Hedge Fund Activity: Q2 2019 in Review

355 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q2 2019, worth a combined $5.06B — up 11% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new JBLU positions and 48 closed out — a net gain of 12 holders — while 86 added to existing stakes and 143 trimmed.

The largest buyer was Sound Shore Management, adding an estimated $123M. The largest seller was Wellington Management Group, cutting an estimated $171M.

  • 355 institutional investors held JetBlue (JBLU) as of Q2 2019, up from 348 in Q1 2019.
  • Funds reported $5.06B of JetBlue stock for Q2 2019, up 11% quarter-over-quarter.
  • 60 funds opened new JetBlue positions in Q2 2019 and 48 closed out, a net change of +12 holders.
  • The largest JetBlue buyer in Q2 2019 was Sound Shore Management, an estimated $123M added.
  • The largest JetBlue seller in Q2 2019 was Wellington Management Group, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2019.