JetBlue
JBLU
339 hedge funds and large institutions have $2.22B invested in JetBlue in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 50 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29% more capital invested
Capital invested by funds: $1.72B → $2.22B (+$498M)
4.3% more ownership
Funds ownership: 72.07% → 76.37% (+4.3%)
8% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 50
1% more funds holding
Funds holding: 336 → 339 (+3)
5% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 112
40% less call options, than puts
Call options by funds: $49.7M | Put options by funds: $82.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$67.2M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
+$22.8M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$15.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$14.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$22.3M |
| 2 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
|
-$19.4M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$10.5M |
| 4 |
HF
HRT Financial
New York
|
-$9.53M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$9.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
376
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$8.19K | -1,161 | Closed |
|
|
TWA
377
TCI Wealth Advisors
Tucson,
Arizona
| – | -$4.67K | -642 | Closed |
|
|
FA
378
Financial Avengers
Oakland,
California
| – | -$2.73K | -375 | Closed |
|
|
CMBA
379
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$2.04K | -280 | Closed |
|
|
PFBT
380
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1.54K | -211 | Closed |
|
|
RF
381
Robbins Farley
Bedford,
New Hampshire
| – | -$1.46K | -200 | Closed |
|
382
Allspring Global Investments
Charlotte,
North Carolina
| – | -$1.18K | -162 | Closed |
|
|
SC
383
Schubert & Co
Mckinney,
Texas
| – | -$1.17K | -161 | Closed |
|
|
BWP
384
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$910 | -125 | Closed |
|
|
CWC
385
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$444 | -61 | Closed |
|
|
RI
386
Ridgewood Investments
Springfield,
New Jersey
| – | -$364 | -50 | Closed |
|
|
SIS
387
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$364 | -50 | Closed |
|
388
AssetMark Inc
Concord,
California
| – | -$29 | -4 | Closed |
|
JBLU Hedge Fund Activity: Q2 2023 in Review
339 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q2 2023, worth a combined $2.22B — up 29% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new JBLU positions and 50 closed out — a net gain of 4 holders — while 106 added to existing stakes and 112 trimmed.
The largest buyer was BlackRock, adding an estimated $67.2M. The largest seller was Wellington Management Group, cutting an estimated $22.3M.
- 339 institutional investors held JetBlue (JBLU) as of Q2 2023, up from 336 in Q1 2023.
- Funds reported $2.22B of JetBlue stock for Q2 2023, up 29% quarter-over-quarter.
- 54 funds opened new JetBlue positions in Q2 2023 and 50 closed out, a net change of +4 holders.
- The largest JetBlue buyer in Q2 2023 was BlackRock, an estimated $67.2M added.
- The largest JetBlue seller in Q2 2023 was Wellington Management Group, an estimated $22.3M sold.
Based on aggregated 13F filings for Q2 2023.