We are live on ! Find out more
JBLU icon

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
1832 Asset Management
351
1832 Asset Management
Ontario, Canada
$2K
HFA
352
Hoover Financial Advisors
Pennsylvania
$2K
RFA
353
Reilly Financial Advisors
California
$2K +$1.73K +100 New
FPS
354
Fieldpoint Private Securities
Connecticut
$1K
LFG
355
Larson Financial Group
Missouri
$1K
PWMG
356
Prestige Wealth Management Group
New Jersey
$1K
RIM
357
Rockbridge Investment Management
New York
$1K
TFM
358
TFC Financial Management
Massachusetts
$1K
TF
359
TimeScale Financial
Massachusetts
$1K
MWP
360
Meridian Wealth Partners
Pennsylvania
$1K +$572 +33 New
BWL
361
Bogart Wealth LLC
Virginia
$1K +$953 +55 New
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$1K +$1.06K +61 New
Nisa Investment Advisors
363
Nisa Investment Advisors
Missouri
$750
FPW
364
Flagship Private Wealth
Massachusetts
$423
MIH
365
Meitav Investment House
Israel
$384 -$184K -10,590 -36%
HWA
366
Heritage Wealth Advisors
Virginia
$61
Two Sigma Investments
367
Two Sigma Investments
New York
-$21.1M -1,450,841 Closed
Qube Research & Technologies (QRT)
368
Qube Research & Technologies (QRT)
United Kingdom
-$6.35M -436,936 Closed
Janus Henderson Group
369
Janus Henderson Group
United Kingdom
-$3.56M -244,980 Closed
Aviva
370
Aviva
United Kingdom
-$3.44M -236,609 Closed
CCM
371
Cinctive Capital Management
New York
-$2.9M -199,675 Closed
MSA
372
Mason Street Advisors
Wisconsin
-$2.44M -167,943 Closed
PCM
373
Pinz Capital Management
New York
-$2.25M -155,050 Closed
Assenagon Asset Management
374
Assenagon Asset Management
Luxembourg
-$2.25M -154,396 Closed
WG
375
Winton Group
United Kingdom
-$1.57M -107,751 Closed

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.