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JetBlue
JBLU

361 hedge funds and large institutions have $1.38B invested in JetBlue in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 114 increasing their positions, 119 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

3% more funds holding

Funds holding: 351 → 361 (+10)

2.37% more ownership

Funds ownership: 66.72% → 69.08% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $1.43B → $1.38B (-$47.2M)

4% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 119

12% less call options, than puts

Call options by funds: $45.2M | Put options by funds: $51.7M

Holders
361
Holders Change
+10
Holders Change %
+2.85%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
66
Increased
114
Reduced
119
Closed
44
Calls
$45.2M
Puts
$51.7M
Net Calls
-$6.42M
Net Calls Change
+$806K

Top Buyers

1
BlackRock
BlackRock
New York
+$14.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$12.1M
4
DSC
Donald Smith & Co
New York
+$11.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.8M

Top Sellers

1
EP
Edgestream Partners
New Jersey
-$13.8M
2
Goldman Sachs
Goldman Sachs
New York
-$10.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.2M
4
JGC
J. Goldman & Co
New York
-$9.16M
5
Squarepoint
Squarepoint
New York
-$6.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
276
Focused Wealth Management
New York
$17.6K – – –
MCC
277
Money Concepts Capital
Florida
$14.4K +$10.2K +1,395 +168%
Rockefeller Capital Management
278
Rockefeller Capital Management
New York
$14K -$6.68K -915 -29%
UB
279
UMB Bank
Missouri
$14K – – –
MIFH
280
Migdal Insurance & Financial Holdings
Israel
$14K +$11.2K +1,533 +218%
DMBA
281
Deseret Mutual Benefit Administrators
Utah
$13K -$13.1K -1,796 -47%
ZIG
282
Zullo Investment Group
Pennsylvania
$13K – – –
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$11.7K +$731 +100 +6%
CA
284
Centerpoint Advisors
Massachusetts
$10K +$7.31K +1,000 +167%
NA
285
NewEdge Advisors
Louisiana
$9.73K +$26.6K +3,634 New
IRC
286
Investors Research Corp
Georgia
$9.72K – – –
Nomura Asset Management
287
Nomura Asset Management
Japan
$8.42K – – –
EL
288
EMFO LLC
Florida
$8.1K – – –
HT
289
Headlands Technologies
Illinois
$8K +$9.42K +1,289 New
MPCL
290
My Personal CFO LLC
Washington
$7.8K +$7 +1 New
BWM
291
Baystate Wealth Management
Massachusetts
$7K – – –
HCP
292
Hexagon Capital Partners
Arkansas
$6.67K -$7.12K -974 -49%
AIC
293
Archer Investment Corporation
Indiana
$6.48K – – –
PA
294
PSI Advisors
Florida
$6.48K – – –
TPCW
295
TD Private Client Wealth
New York
$6.48K – – –
HWMA
296
Heritage Wealth Management (Arizona)
Arizona
$6.48K +$3.65K +500 +100%
CA
297
CoreCap Advisors
Michigan
$6.48K +$7.31K +1,000 New
DJSG
298
D.J. St. Germain
Massachusetts
$6.48K +$7.31K +1,000 New
Toronto Dominion Bank
299
Toronto Dominion Bank
Ontario, Canada
$5K – – –
C
300
Covestor
United Kingdom
$5K +$44 +6 +0.8%
10 11
12
13 14

JBLU Hedge Fund Activity: Q4 2022 in Review

361 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2022, worth a combined $1.38B — down 3.3% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new JBLU positions and 44 closed out — a net gain of 22 holders — while 114 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock, adding an estimated $14.4M. The largest seller was Edgestream Partners, cutting an estimated $13.8M.

  • 361 institutional investors held JetBlue (JBLU) as of Q4 2022, up from 351 in Q3 2022.
  • Funds reported $1.38B of JetBlue stock for Q4 2022, down 3.3% quarter-over-quarter.
  • 66 funds opened new JetBlue positions in Q4 2022 and 44 closed out, a net change of +22 holders.
  • The largest JetBlue buyer in Q4 2022 was BlackRock, an estimated $14.4M added.
  • The largest JetBlue seller in Q4 2022 was Edgestream Partners, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2022.