We are live on ! Find out more
JBLU icon

JetBlue

353 hedge funds and large institutions have $2.16B invested in JetBlue in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 102 increasing their positions, 120 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $36.2M | Put options by funds: $29.4M

5% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 78

2% less funds holding

Funds holding: 360353 (-7)

9.22% less ownership

Funds ownership: 94.77%85.55% (-9.2%)

15% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 120

58% less capital invested

Capital invested by funds: $5.12B → $2.16B (-$2.96B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
353
Holders Change
-7
Holders Change %
-1.94%
% of All Funds
7.78%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
74
Increased
102
Reduced
120
Closed
78
Calls
$36.2M
Puts
$29.4M
Net Calls
+$6.8M
Net Calls Change
+$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
301
TD Private Client Wealth
New York
$8.95K
CCM
302
Cribstone Capital Management
Maine
$8K -$9.47K -571 -38%
TPWA
303
TRUE Private Wealth Advisors
Oregon
$6K
IA
304
IFP Advisors
Florida
$5K -$580 -35 -7%
AA
305
Ancora Advisors
Ohio
$5K
AWM
306
Avior Wealth Management
Nebraska
$5K
PA
307
Parallel Advisors
California
$5K
WAP
308
Wealthcare Advisory Partners
Pennsylvania
$5K
SFPG
309
Stonebridge Financial Planning Group
Florida
$5K +$166 +10 +2%
TAIM
310
TD Ameritrade Investment Management
Nebraska
$5K +$1.71K +103 +22%
PA
311
Procyon Advisors
Connecticut
$5K +$9.23K +557 New
HR
312
Howe & Rusling
New York
$5K +$9.95K +600 New
WQ
313
Wealth Quarterback
New Jersey
$4.64K
PCG
314
Private Capital Group
Connecticut
$4K -$6.43K -388 -44%
GWS
315
Glassman Wealth Services
Virginia
$4K -$348 -21 -4%
SMFS
316
Squar Milner Financial Services
California
$4K
SF
317
Synovus Financial
Georgia
$4K +$6.73K +406 New
NC
318
NewSquare Capital
Pennsylvania
$4K +$7.04K +425 New
CA
319
Centerpoint Advisors
Massachusetts
$4K +$8.29K +500 New
JPLA
320
Joseph P. Lucia & Associates
New York
$4K +$8.29K +500 New
OPS
321
Orion Portfolio Solutions
Nebraska
$3K -$381 -23 -6%
TCOV
322
Trust Company of Vermont
Vermont
$3K
AF
323
Advisornet Financial
Minnesota
$3K +$50 +3 +1%
QCG
324
Quadrant Capital Group
Ohio
$3K +$315 +19 +7%
CG
325
Cutler Group
California
$2K -$158K -9,544 -97%

JBLU Hedge Fund Activity: Q1 2020 in Review

353 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q1 2020, worth a combined $2.16B — down 58% from $5.12B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of JBLU and 74 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 102 added.

The largest buyer was Fidelity Investments, adding an estimated $84.7M. The largest seller was Renaissance Technologies, cutting an estimated $102M.

  • 353 institutional investors held JetBlue (JBLU) as of Q1 2020, down from 360 in Q4 2019.
  • Funds reported $2.16B of JetBlue stock for Q1 2020, down 58% quarter-over-quarter.
  • 74 funds opened new JetBlue positions in Q1 2020 and 78 closed out, a net change of -4 holders.
  • The largest JetBlue buyer in Q1 2020 was Fidelity Investments, an estimated $84.7M added.
  • The largest JetBlue seller in Q1 2020 was Renaissance Technologies, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2020.