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JetBlue
JBLU

Overview Fund Activity

373 hedge funds and large institutions have $6.33B invested in JetBlue in 2015 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 129 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+14
Holders Change %
+3.9%
% of All Funds
9.95%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.45%
New
69
Increased
129
Reduced
136
Closed
50
Calls
$65.6M
Puts
$53.9M
Net Calls
+$11.6M
Net Calls Change
-$38M

Top Buyers

1
CC
1
CQS Cayman
Cayman Islands
$185M
2
MAM
2
Myriad Asset Management
Hong Kong
$126M
3
AM
3
Appaloosa Management
Florida
$91.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$96.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$79.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$490M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$401M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$60.5M
4
SFM
4
Systematic Financial Management
New Jersey
$38.3M
5
HA
5
Heartland Advisors
Wisconsin
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
326
Advisors Asset Management
Colorado
$149K +$13.5K +700 +10%
Simplex Trading
327
Simplex Trading
Illinois
$145K +$145K +7,572 New
HDIM
328
Hanson & Doremus Investment Management
Vermont
$142K – – –
MSFP
329
Mark Sheptoff Financial Planning
Connecticut
$142K +$142K +7,400 New
TDC
330
Thompson Davis & Co
Virginia
$132K +$76.8K +4,000 +139%
Fuller & Thaler Asset Management
331
Fuller & Thaler Asset Management
California
$129K -$36.6K -1,900 -22%
NYLT
332
New York Life Trust
New York
$119K +$50.4K +2,611 +73%
Parallax Volatility Advisers
333
Parallax Volatility Advisers
California
$108K -$469K -24,325 -81%
IPC
334
Independent Portfolio Consultants
Florida
$104K -$31.5K -1,640 -23%
AIM
335
Advantage Investment Management
Iowa
$83K – – –
HMS
336
Hanseatic Management Services
New Mexico
$77K +$3.75K +194 +5%
CFSG
337
Community Financial Services Group
Vermont
$65K – – –
BRWM
338
B. Riley Wealth Management
Tennessee
$65K – – –
CG
339
Colony Group
Massachusetts
$64K – – –
OIA
340
Optimum Investment Advisors
Illinois
$58K – – –
TRCT
341
Tower Research Capital (TRC)
New York
$49K -$27K -1,395 -36%
IRS
342
Invictus RG (Singapore)
Singapore
$48K -$405K -21,114 -89%
TNB
343
Thomasville National Bank
Georgia
$39K +$39K +2,000 New
DekaBank Deutsche Girozentrale
344
DekaBank Deutsche Girozentrale
Germany
$39K +$39K +2,033 New
PMFA
345
Plante Moran Financial Advisors
Michigan
$33K +$33K +1,700 New
SAC
346
Smith Affiliated Capital
New York
$32.7K -$27K – –
IMS
347
Index Management Solutions
Pennsylvania
$30K +$30K +1,572 New
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$28K +$9.15K +472 +49%
WCBA
349
Weaver C. Barksdale & Associates
Tennessee
$26K -$4.88K -249 -16%
CHP
350
Cable Hill Partners
Oregon
$21K -$396 -21 -2%
12 13
14
15 16