JetBlue
JBLU
359 hedge funds and large institutions have $4.75B invested in JetBlue in 2014 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 122 increasing their positions, 106 reducing their positions, and 49 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 3 → 12 (+9)
124% more call options, than puts
Call options by funds: $89.7M | Put options by funds: $40.1M
94% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 49
51% more capital invested
Capital invested by funds: $3.14B → $4.75B (+$1.61B)
15% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 106
13% more funds holding
Funds holding: 318 → 359 (+41)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$45.3M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$36.3M |
| 3 |
LCM
Lakewood Capital Management
New York
|
+$29M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$22.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$92.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$90M |
| 3 |
IIA
IPG Investment Advisors
San Diego,
California
|
-$34.8M |
| 4 |
BM
Bridger Management
New York
|
-$33.4M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$32.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
William Blair & Company
Chicago,
Illinois
| – | -$106K | -10,000 | Closed |
|
|
PSI
402
Pinnacle Summer Investments
Fairfax,
Virginia
| – | -$21K | -2,000 | Closed |
|
|
MSFP
403
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$8K | -800 | Closed |
|
|
PTC
404
Private Trust Company
Cleveland,
Ohio
| – | -$3K | -280 | Closed |
|
|
KT
405
Kanaly Trust
Houston,
Texas
| – | -$2K | -227 | Closed |
|
|
NFG
406
Next Financial Group
Houston,
Texas
| – | -$2K | -168 | Closed |
|
|
W
407
Wealthfront
Palo Alto,
California
| – | +$65 | +5 | New |
|
JBLU Hedge Fund Activity: Q4 2014 in Review
359 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2014, worth a combined $4.75B — up 51% from $3.14B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new JBLU positions and 49 closed out — a net gain of 46 holders — while 122 added to existing stakes and 106 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $45.3M. The largest seller was AQR Capital Management, cutting an estimated $92.1M.
- 359 institutional investors held JetBlue (JBLU) as of Q4 2014, up from 318 in Q3 2014.
- Funds reported $4.75B of JetBlue stock for Q4 2014, up 51% quarter-over-quarter.
- 95 funds opened new JetBlue positions in Q4 2014 and 49 closed out, a net change of +46 holders.
- The largest JetBlue buyer in Q4 2014 was Lord, Abbett & Co, an estimated $45.3M added.
- The largest JetBlue seller in Q4 2014 was AQR Capital Management, an estimated $92.1M sold.
Based on aggregated 13F filings for Q4 2014.