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JetBlue

366 hedge funds and large institutions have $5.1B invested in JetBlue in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 109 increasing their positions, 112 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

40% more capital invested

Capital invested by funds: $3.64B → $5.1B (+$1.46B)

22% more call options, than puts

Call options by funds: $85M | Put options by funds: $69.5M

7% more funds holding

Funds holding: 342366 (+24)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.15% less ownership

Funds ownership: 79.73%79.58% (-0.15%)

3% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 112

Holders
366
Holders Change
+24
Holders Change %
+7.02%
% of All Funds
6.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
72
Increased
109
Reduced
112
Closed
44
Calls
$85M
Puts
$69.5M
Net Calls
+$15.5M
Net Calls Change
+$8.66M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
301
San Francisco Sentry Investment Group
California
$42K
CCM
302
Covington Capital Management
California
$41K
PA
303
Parallel Advisors
California
$40K +$624 +36 +2%
CFGS
304
Concourse Financial Group Securities
Alabama
$39K -$2.6K -150 -7%
AIC
305
Archer Investment Corporation
Indiana
$36.7K
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$33K
FQ
307
First Quadrant
California
$33K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
308
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$32K +$27K +1,559 New
IRC
309
Investors Research Corp
Georgia
$31K
COCM
310
Charter Oak Capital Management
New Hampshire
$29K
HI
311
Harbour Investments
Wisconsin
$28K +$24.1K +1,392 New
BWM
312
Baystate Wealth Management
Massachusetts
$23K
GWM
313
Geneos Wealth Management
Colorado
$21K
TPCW
314
TD Private Client Wealth
New York
$20.3K
CA
315
Centerpoint Advisors
Massachusetts
$20K
SFPG
316
Stonebridge Financial Planning Group
Florida
$19K
SFS
317
Sowell Financial Services
Arkansas
$18K -$319K -18,401 -95%
TWA
318
TCI Wealth Advisors
Arizona
$17K +$8.27K +477 +137%
BCA
319
Berman Capital Advisors
Georgia
$14K
AF
320
Advisornet Financial
Minnesota
$14K +$6.93K +400 +132%
Schroder Investment Management Group
321
Schroder Investment Management Group
United Kingdom
$14K +$11.8K +683 New
CCM
322
Cribstone Capital Management
Maine
$13K -$5.2K -300 -33%
AWM
323
Avior Wealth Management
Nebraska
$12K
PWM
324
Prentice Wealth Management
New York
$12K +$10.4K +600 New
AIG
325
American International Group
New York
$11.6K +$92.8K +5,357 +0.9%

JBLU Hedge Fund Activity: Q1 2021 in Review

366 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q1 2021, worth a combined $5.1B — up 40% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new JBLU positions and 44 closed out — a net gain of 28 holders — while 109 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $73.9M. The largest seller was Dimensional Fund Advisors, cutting an estimated $71.6M.

  • 366 institutional investors held JetBlue (JBLU) as of Q1 2021, up from 342 in Q4 2020.
  • Funds reported $5.1B of JetBlue stock for Q1 2021, up 40% quarter-over-quarter.
  • 72 funds opened new JetBlue positions in Q1 2021 and 44 closed out, a net change of +28 holders.
  • The largest JetBlue buyer in Q1 2021 was Fidelity Investments, an estimated $73.9M added.
  • The largest JetBlue seller in Q1 2021 was Dimensional Fund Advisors, an estimated $71.6M sold.

Based on aggregated 13F filings for Q1 2021.