We are live on ! Find out more
JBLU icon

JetBlue

342 hedge funds and large institutions have $3.64B invested in JetBlue in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 135 increasing their positions, 72 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

88% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 72

53% more capital invested

Capital invested by funds: $2.38B → $3.64B (+$1.26B)

14% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $49M

11% more funds holding

Funds holding: 308342 (+34)

2.4% more ownership

Funds ownership: 77.33%79.73% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
342
Holders Change
+34
Holders Change %
+11.04%
% of All Funds
6.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
75
Increased
135
Reduced
72
Closed
39
Calls
$55.8M
Puts
$49M
Net Calls
+$6.85M
Net Calls Change
-$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
251
Franklin Resources
California
$150K
IRF
252
IBM Retirement Fund
New York
$148K +$139K +10,164 New
HR
253
Howe & Rusling
New York
$147K +$139K +10,100 New
ACP
254
Ashfield Capital Partners
California
$145K +$137K +10,000 New
UMC
255
United Maritime Capital
New York
$145K +$137K +10,000 New
CG
256
Cutler Group
California
$144K +$32.1K +2,337 +31%
SM
257
SG3 Management
Puerto Rico
$142K +$134K +9,800 New
LS
258
Livforsakringsbolaget Skandia
Sweden
$134K
IAIM
259
International Assets Investment Management
Florida
$127K -$60K -4,375 -33%
Zurich Cantonal Bank
260
Zurich Cantonal Bank
Switzerland
$125K
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$122K +$105K +7,660 +1,083%
FFA
262
Freedman Financial Associates
Massachusetts
$119K +$113K +8,200 New
SPIA
263
Steward Partners Investment Advisory
New York
$108K +$18.1K +1,320 +22%
NFSG
264
Newbridge Financial Services Group
Florida
$105K -$110 -8 -0.1%
SPWG
265
Sage Private Wealth Group
Illinois
$90K +$84.7K +6,172 New
WAM
266
Wolverine Asset Management
Illinois
$79K -$31.1K -2,269 -29%
CA
267
Crewe Advisors
Utah
$71K +$17.7K +1,291 +36%
MIFH
268
Migdal Insurance & Financial Holdings
Israel
$70K -$858K -62,529 -93%
IA
269
IFP Advisors
Florida
$70K +$42.3K +3,080 +159%
FF
270
FourThought Financial
Florida
$58K +$54.9K +4,000 New
NG
271
NWK Group
California
$47K
HIA
272
Harbor Investment Advisory
Maryland
$42K
CA
273
Clearstead Advisors
Ohio
$40K
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$33K
CFGS
275
Concourse Financial Group Securities
Alabama
$30K -$17.6K -1,284 -38%

JBLU Hedge Fund Activity: Q4 2020 in Review

342 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2020, worth a combined $3.64B — up 53% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new JBLU positions and 39 closed out — a net gain of 36 holders — while 135 added to existing stakes and 72 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $217M. The largest seller was Disciplined Growth Investors, cutting an estimated $44.7M.

  • 342 institutional investors held JetBlue (JBLU) as of Q4 2020, up from 308 in Q3 2020.
  • Funds reported $3.64B of JetBlue stock for Q4 2020, up 53% quarter-over-quarter.
  • 75 funds opened new JetBlue positions in Q4 2020 and 39 closed out, a net change of +36 holders.
  • The largest JetBlue buyer in Q4 2020 was Fidelity Investments, an estimated $217M added.
  • The largest JetBlue seller in Q4 2020 was Disciplined Growth Investors, an estimated $44.7M sold.

Based on aggregated 13F filings for Q4 2020.