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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
GWMIA
326
Global Wealth Management Investment Advisory
Florida
$10K
JPLA
327
Joseph P. Lucia & Associates
New York
$10K
S
328
SignatureFD
Georgia
$9K -$9.03K -521 -55%
NC
329
NewSquare Capital
Pennsylvania
$9K
NFG
330
Next Financial Group
Texas
$9K
CAL
331
Capital Analysts LLC
Pennsylvania
$9K +$7.24K +418 New
AIC
332
Ameritas Investment Company
Nebraska
$7.34K +$6.26K +361 New
TCOV
333
Trust Company of Vermont
Vermont
$6K
GRP
334
Global Retirement Partners
California
$6K +$5.2K +300 New
SWA
335
SOA Wealth Advisors
New York
$5K -$15.9K -918 -79%
EFSCE
336
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$901 +52 +25%
CAC
337
Certified Advisory Corp
Florida
$5K +$4.33K +250 New
KFS
338
Kelly Financial Services
Massachusetts
$4.17K
CWC
339
Carolinas Wealth Consulting
North Carolina
$4K
CFA
340
Carroll Financial Associates
North Carolina
$4K
GAM
341
Gemmer Asset Management
California
$4K
JWA
342
JFS Wealth Advisors
Pennsylvania
$4K
QCG
343
Quadrant Capital Group
Ohio
$4K
Bessemer Group
344
Bessemer Group
New Jersey
$4K +$3.54K +204 New
VCM
345
Versant Capital Management
Arizona
$3K -$1.49K -86 -38%
AF
346
Allworth Financial
California
$3K
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$3K
PFBT
348
Parkside Financial Bank & Trust
Missouri
$3K
DTIM
349
Danda Trouve Investment Management
Kansas
$3K +$2.17K +125 New
GEA
350
Glen Eagle Advisors
New Jersey
$2.14K

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.