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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
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$4.78K +$197 +27 +4%
EWA
302
EverSource Wealth Advisors
Alabama
$4.15K +$4.68K +641 New
AWM
303
Avior Wealth Management
Nebraska
$3.91K – – –
NMG
304
New Millennium Group
Utah
$3.51K -$37 -5 -0.9%
CCM
305
Cribstone Capital Management
Maine
$3.4K -$731 -100 -16%
CFGS
306
Concourse Financial Group Securities
Alabama
$3.24K – – –
GWS
307
Glassman Wealth Services
Virginia
$3.08K -$475 -65 -12%
QC
308
Quent Capital
New York
$3K -$288K -39,479 -99%
IAA
309
Independent Advisor Alliance
North Carolina
$2.93K +$2.19K +300 +0.1%
KTC
310
Kistler-Tiffany Companies
Pennsylvania
$2.59K – – –
AAG
311
Armstrong Advisory Group
Massachusetts
$2.44K +$2.75K +376 New
FA
312
Financial Avengers
California
$2.43K +$2.74K +375 New
TF
313
TimeScale Financial
Massachusetts
$2.39K – – –
BBHC
314
Brown Brothers Harriman & Co
New York
$2.25K +$2.46K +337 +3,370%
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$2K +$848 +116 +87%
TAM
316
Tucker Asset Management
Colorado
$1.87K – – –
TWP
317
TFO Wealth Partners
Ohio
$1.77K +$190 +26 New
BAAM
318
Baker Avenue Asset Management
California
$1.7K +$1.91K +262 New
SWA
319
SOA Wealth Advisors
New York
$1.62K – – –
PFBT
320
Parkside Financial Bank & Trust
Missouri
$1.37K +$1.54K +211 New
BWL
321
Bogart Wealth LLC
Virginia
$1.33K -$14.6K -2,000 -91%
KFS
322
Kelly Financial Services
Massachusetts
$1.33K – – –
JWA
323
JFS Wealth Advisors
Pennsylvania
$1.17K -$285 -39 -18%
AWM
324
Accurate Wealth Management
Florida
$1.15K +$1.1K +150 New
BIA
325
Bell Investment Advisors
California
$1.09K -$285 -39 -19%
11 12
13
14 15

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.