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JetBlue
JBLU

361 hedge funds and large institutions have $1.38B invested in JetBlue in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 114 increasing their positions, 119 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

3% more funds holding

Funds holding: 351 → 361 (+10)

2.37% more ownership

Funds ownership: 66.72% → 69.08% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $1.43B → $1.38B (-$47.2M)

4% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 119

12% less call options, than puts

Call options by funds: $45.2M | Put options by funds: $51.7M

Holders
361
Holders Change
+10
Holders Change %
+2.85%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
66
Increased
114
Reduced
119
Closed
44
Calls
$45.2M
Puts
$51.7M
Net Calls
-$6.42M
Net Calls Change
+$806K

Top Buyers

1
BlackRock
BlackRock
New York
+$14.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$12.1M
4
DSC
Donald Smith & Co
New York
+$11.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.8M

Top Sellers

1
EP
Edgestream Partners
New Jersey
-$13.8M
2
Goldman Sachs
Goldman Sachs
New York
-$10.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.2M
4
JGC
J. Goldman & Co
New York
-$9.16M
5
Squarepoint
Squarepoint
New York
-$6.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
351
Private Advisor Group
New Jersey
$140 -$17K -2,323 -10%
CPG
352
Cornerstone Planning Group
New Jersey
$136 +$117 +16 New
VCM
353
Versant Capital Management
Arizona
$123 -$329 -45 -70%
FGAM
354
Financial Gravity Asset Management
Texas
$87 +$44 +6 New
HWA
355
Heritage Wealth Advisors
Virginia
$19 – – –
CAS
356
Coppell Advisory Solutions
Texas
$13 +$15 +2 New
CASC
357
Coppell Advisory Solutions Corp
Texas
$13 +$15 +2 New
DF
358
DecisionPoint Financial
Arizona
$13 +$15 +2 New
TIM
359
Tortoise Investment Management
New York
$13 +$15 +2 New
WIM
360
Westside Investment Management
California
$8 – – –
JGC
361
J. Goldman & Co
New York
– -$9.16M -1,381,946 Closed
BGIM
362
Brandywine Global Investment Management
Pennsylvania
– -$4.05M -610,783 Closed
PHK
363
Point72 Hong Kong
Hong Kong
– -$2.65M -399,459 Closed
ACM
364
Aquatic Capital Management
Illinois
– -$2.51M -378,500 Closed
DGI
365
Disciplined Growth Investors
Minnesota
– -$2.23M -335,795 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
366
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.85M -279,082 Closed
LCM
367
Landscape Capital Management
New Jersey
– -$1.81M -272,829 Closed
TC
368
TwinBeech Capital
New York
– -$1.72M -258,796 Closed
MC
369
Maverick Capital
Texas
– -$1.3M -196,112 Closed
SSA
370
Schonfeld Strategic Advisors
New York
– -$1.09M -163,843 Closed
Group One Trading
371
Group One Trading
Illinois
– -$1.12M -152,783 Closed
PCM
372
Prentice Capital Management
Connecticut
– -$906K -136,585 Closed
PCMU
373
Paragon Capital Management (Utah)
Utah
– -$852K -128,500 Closed
Simplex Trading
374
Simplex Trading
Illinois
– -$792K -108,349 Closed
Connor, Clark & Lunn Investment Management (CC&L)
375
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$672K -101,306 Closed
13 14
15
16 17

JBLU Hedge Fund Activity: Q4 2022 in Review

361 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2022, worth a combined $1.38B — down 3.3% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new JBLU positions and 44 closed out — a net gain of 22 holders — while 114 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock, adding an estimated $14.4M. The largest seller was Edgestream Partners, cutting an estimated $13.8M.

  • 361 institutional investors held JetBlue (JBLU) as of Q4 2022, up from 351 in Q3 2022.
  • Funds reported $1.38B of JetBlue stock for Q4 2022, down 3.3% quarter-over-quarter.
  • 66 funds opened new JetBlue positions in Q4 2022 and 44 closed out, a net change of +22 holders.
  • The largest JetBlue buyer in Q4 2022 was BlackRock, an estimated $14.4M added.
  • The largest JetBlue seller in Q4 2022 was Edgestream Partners, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2022.