JetBlue
JBLU
423 hedge funds and large institutions have $6.22B invested in JetBlue in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 152 increasing their positions, 152 reducing their positions, and 58 closing their positions.
59% more call options, than puts
Call options by funds: $128M | Put options by funds: $80.8M
29% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 58
3% more funds holding
Funds holding: 411 → 423 (+12)
0% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 152
13% less capital invested
Capital invested by funds: $7.19B → $6.22B (-$966M)
45% less funds holding in top 10
Funds holding in top 10: 20 → 11 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$69.2M |
| 2 |
Bank of New York Mellon
New York
|
+$65.7M |
| 3 |
GAM
Gotham Asset Management
New York
|
+$36.8M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$26.1M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
Appaloosa Management
Miami Beach,
Florida
|
-$116M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$87.2M |
| 3 |
Two Sigma Investments
New York
|
-$45.5M |
| 4 |
LCM
Lakewood Capital Management
New York
|
-$44.5M |
| 5 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
-$31.1M |
JBLU Hedge Fund Activity: Q4 2015 in Review
423 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2015, worth a combined $6.22B — down 13% from $7.19B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new JBLU positions and 58 closed out — a net gain of 17 holders — while 152 added to existing stakes and 152 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $69.2M. The largest seller was Appaloosa Management, exiting entirely with an estimated $116M sold.
- 423 institutional investors held JetBlue (JBLU) as of Q4 2015, up from 411 in Q3 2015.
- Funds reported $6.22B of JetBlue stock for Q4 2015, down 13% quarter-over-quarter.
- 75 funds opened new JetBlue positions in Q4 2015 and 58 closed out, a net change of +17 holders.
- The largest JetBlue buyer in Q4 2015 was AQR Capital Management, an estimated $69.2M added.
- The largest JetBlue seller in Q4 2015 was Appaloosa Management, an estimated $116M sold.
Based on aggregated 13F filings for Q4 2015.