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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
TPWA
301
TRUE Private Wealth Advisors
Oregon
$10K
BCA
302
Berman Capital Advisors
Georgia
$10K +$892 +65 +10%
AIG
303
American International Group
New York
$8.25K +$933K +68,010 +14%
AWM
304
Avior Wealth Management
Nebraska
$8K
GWMIA
305
Global Wealth Management Investment Advisory
Florida
$7K -$1.37K -100 -17%
NFG
306
Next Financial Group
Texas
$7K
GWS
307
Glassman Wealth Services
Virginia
$7K +$686 +50 +11%
JPLA
308
Joseph P. Lucia & Associates
New York
$7K +$6.9K +503 New
NC
309
NewSquare Capital
Pennsylvania
$6K
1IA
310
1834 Investment Advisors
Wisconsin
$6K +$5.49K +400 New
TWA
311
TCI Wealth Advisors
Arizona
$5K
AF
312
Advisornet Financial
Minnesota
$4K
TCOV
313
Trust Company of Vermont
Vermont
$4K
CCA
314
Childress Capital Advisors
Texas
$4K +$3.81K +278 New
BSSFA
315
Baron Silver Stevens Financial Advisors
Florida
$4K +$4.67K +340 New
CWC
316
Carolinas Wealth Consulting
North Carolina
$3K
CFA
317
Carroll Financial Associates
North Carolina
$3K
EFSCE
318
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
HGWM
319
Harvest Group Wealth Management
Massachusetts
$3K
QCG
320
Quadrant Capital Group
Ohio
$3K
VCM
321
Versant Capital Management
Arizona
$3K
GAM
322
Gemmer Asset Management
California
$3K +$2.48K +181 New
JWA
323
JFS Wealth Advisors
Pennsylvania
$3K +$2.74K +200 New
KFS
324
Kelly Financial Services
Massachusetts
$2.98K
AF
325
Allworth Financial
California
$2K

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.