JetBlue
JBLU
335 hedge funds and large institutions have $1.42B invested in JetBlue in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 118 increasing their positions, 100 reducing their positions, and 51 closing their positions.
33% more call options, than puts
Call options by funds: $294M | Put options by funds: $220M
31% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 51
29% more capital invested
Capital invested by funds: $1.1B → $1.42B (+$320M)
18% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 100
5.06% more ownership
Funds ownership: 71.83% → 76.88% (+5.1%)
4% more funds holding
Funds holding: 322 → 335 (+13)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$34.3M |
| 2 |
Citigroup
New York
|
+$17.6M |
| 3 |
BlackRock
New York
|
+$17.2M |
| 4 |
Jane Street
New York
|
+$12.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.66M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWC
376
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$1.31K | -207 | Closed |
|
|
HBW
377
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | -$1K | -200 | Closed |
|
|
RF
378
Robbins Farley
Bedford,
New Hampshire
| – | -$920 | -200 | Closed |
|
|
CSPIA
379
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$506 | -110 | Closed |
|
380
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$469 | -102 | Closed |
|
|
FHA
381
First Horizon Advisors
Memphis,
Tennessee
| – | -$460 | -100 | Closed |
|
|
GI
382
Gradient Investments
Arden Hills,
Minnesota
| – | -$460 | -100 | Closed |
|
|
IA
383
IFP Advisors
Tampa,
Florida
| – | -$230 | -50 | Closed |
|
|
CAS
384
Coppell Advisory Solutions
Coppell,
Texas
| – | -$13 | -2 | Closed |
|
|
SAM
385
Smartleaf Asset Management
Boston,
Massachusetts
| – | +$112 | +24 | New |
|
JBLU Hedge Fund Activity: Q4 2023 in Review
335 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2023, worth a combined $1.42B — up 29% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new JBLU positions and 51 closed out — a net gain of 16 holders — while 118 added to existing stakes and 100 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $34.3M. The largest seller was Wellington Management Group, cutting an estimated $11.1M.
- 335 institutional investors held JetBlue (JBLU) as of Q4 2023, up from 322 in Q3 2023.
- Funds reported $1.42B of JetBlue stock for Q4 2023, up 29% quarter-over-quarter.
- 67 funds opened new JetBlue positions in Q4 2023 and 51 closed out, a net change of +16 holders.
- The largest JetBlue buyer in Q4 2023 was Morgan Stanley, an estimated $34.3M added.
- The largest JetBlue seller in Q4 2023 was Wellington Management Group, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2023.