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JetBlue

355 hedge funds and large institutions have $5.06B invested in JetBlue in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 86 increasing their positions, 143 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 48

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more capital invested

Capital invested by funds: $4.54B → $5.06B (+$520M)

2% more funds holding

Funds holding: 348355 (+7)

0.36% more ownership

Funds ownership: 90.62%90.98% (+0.36%)

40% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 143

50% less call options, than puts

Call options by funds: $24.4M | Put options by funds: $48.5M

Holders
355
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
7.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
60
Increased
86
Reduced
143
Closed
48
Calls
$24.4M
Puts
$48.5M
Net Calls
-$24.2M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
326
Trust Company of Vermont
Vermont
$6K
AF
327
Advisornet Financial
Minnesota
$6K +$5.37K +300 New
VCM
328
Versant Capital Management
Arizona
$5K -$1.27K -71 -19%
FMB
329
Field & Main Bank
Kentucky
$5K
CAW
330
Cornerstone Advisors (Washington)
Washington
$5K +$2.77K +155 +136%
AIL
331
AGF Investments LLC
Ontario, Canada
$5K +$4.58K +256 New
1IA
332
1834 Investment Advisors
Wisconsin
$4K
AIM
333
Advantage Investment Management
Iowa
$4K
LC
334
Lindbrook Capital
California
$4K
PA
335
Parallel Advisors
California
$4K
RIA
336
Realta Investment Advisors
Delaware
$4K +$3.58K +200 New
MAM
337
Meeder Asset Management
Ohio
$4K +$3.83K +214 New
CFA
338
Carroll Financial Associates
North Carolina
$4K +$4.2K +235 New
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$3K
HI
341
Human Investing
Oregon
$3K
ST
342
Smithfield Trust
Pennsylvania
$3K
BFEC
343
Benjamin F. Edwards & Company
Missouri
$2K -$8.05K -450 -82%
S
344
SignatureFD
Georgia
$2K -$6.44K -360 -76%
GEA
345
Glen Eagle Advisors
New Jersey
$1.94K
KFS
346
Kelly Financial Services
Massachusetts
$1.94K
OAM
347
Oppenheimer Asset Management
New York
$1K
YWP
348
YorkBridge Wealth Partners
New York
$1K
NFG
349
Next Financial Group
Texas
$1K +$894 +50 New
NCM
350
Next Capital Management
New York
$1K +$984 +55 New

JBLU Hedge Fund Activity: Q2 2019 in Review

355 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q2 2019, worth a combined $5.06B — up 11% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new JBLU positions and 48 closed out — a net gain of 12 holders — while 86 added to existing stakes and 143 trimmed.

The largest buyer was Sound Shore Management, adding an estimated $123M. The largest seller was Wellington Management Group, cutting an estimated $171M.

  • 355 institutional investors held JetBlue (JBLU) as of Q2 2019, up from 348 in Q1 2019.
  • Funds reported $5.06B of JetBlue stock for Q2 2019, up 11% quarter-over-quarter.
  • 60 funds opened new JetBlue positions in Q2 2019 and 48 closed out, a net change of +12 holders.
  • The largest JetBlue buyer in Q2 2019 was Sound Shore Management, an estimated $123M added.
  • The largest JetBlue seller in Q2 2019 was Wellington Management Group, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2019.