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JetBlue

360 hedge funds and large institutions have $4.42B invested in JetBlue in 2018 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 147 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $60.3M | Put options by funds: $44.2M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3.18% more ownership

Funds ownership: 87.34%90.52% (+3.2%)

2% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 53

0% less funds holding

Funds holding: 361360 (-1)

16% less capital invested

Capital invested by funds: $5.29B → $4.42B (-$866M)

27% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 147

Holders
360
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
8.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
54
Increased
107
Reduced
147
Closed
53
Calls
$60.3M
Puts
$44.2M
Net Calls
+$16.1M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
326
Resources Management Corp
Connecticut
$4K
1IA
327
1834 Investment Advisors
Wisconsin
$3K
HAM
328
Highstreet Asset Management
Ontario, Canada
$3K
MSA
329
Marino Stram & Associates
Massachusetts
$3K
MWM
330
Mascoma Wealth Management
New Hampshire
$3K
PA
331
Parallel Advisors
California
$3K
ST
332
Smithfield Trust
Pennsylvania
$3K
S
333
SignatureFD
Georgia
$3K +$1.41K +81 +61%
MOS
334
MGO One Seven
Ohio
$3K +$3.48K +200 New
AIM
335
Advantage Investment Management
Iowa
$3K +$3.76K +216 New
LC
336
Lindbrook Capital
California
$3K +$3.78K +217 New
WA
337
WealthTrust-Arizona
Arizona
$2K -$4.71K -270 -66%
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$2K -$2.61K -150 -50%
CFD
339
Creative Financial Designs
Indiana
$2K -$2.58K -148 -59%
CAM
340
CenterStar Asset Management
Illinois
$2K
CAM
341
Cresset Asset Management
Illinois
$2K +$2.2K +126 New
HI
342
Human Investing
Oregon
$2K +$2.53K +145 New
GEA
343
Glen Eagle Advisors
New Jersey
$1.69K -$2.18K -125 -54%
MPWT
344
MassMutual Private Wealth & Trust
Connecticut
$1.3K
PCP
345
Proficio Capital Partners
Massachusetts
$1K -$15.6K -897 -94%
CFA
346
Carroll Financial Associates
North Carolina
$1K
YWP
347
YorkBridge Wealth Partners
New York
$1K
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$1K +$331 +19 +38%
FGC
349
Financial Gravity Companies
Texas
$1K +$802 +46 New
NFG
350
Next Financial Group
Texas
$1K +$871 +50 New

JBLU Hedge Fund Activity: Q4 2018 in Review

360 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2018, worth a combined $4.42B — down 16% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new JBLU positions and 53 closed out — a net gain of 1 holder — while 107 added to existing stakes and 147 trimmed.

The largest buyer was PAR Capital Management, adding an estimated $95.5M. The largest seller was Wellington Management Group, cutting an estimated $163M.

  • 360 institutional investors held JetBlue (JBLU) as of Q4 2018, down from 361 in Q3 2018.
  • Funds reported $4.42B of JetBlue stock for Q4 2018, down 16% quarter-over-quarter.
  • 54 funds opened new JetBlue positions in Q4 2018 and 53 closed out, a net change of +1 holder.
  • The largest JetBlue buyer in Q4 2018 was PAR Capital Management, an estimated $95.5M added.
  • The largest JetBlue seller in Q4 2018 was Wellington Management Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2018.