JetBlue
JBLU
411 hedge funds and large institutions have $7.19B invested in JetBlue in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 149 increasing their positions, 151 reducing their positions, and 52 closing their positions.
198% more call options, than puts
Call options by funds: $175M | Put options by funds: $58.8M
35% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 52
33% more funds holding in top 10
Funds holding in top 10: 15 → 20 (+5)
20% more capital invested
Capital invested by funds: $6B → $7.19B (+$1.19B)
4% more funds holding
Funds holding: 396 → 411 (+15)
1% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 151
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$71.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$59.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$39.2M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$34.1M |
| 5 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$65.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$53.2M |
| 3 |
CC
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
|
-$52.4M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$46M |
| 5 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$43.1M |
JBLU Hedge Fund Activity: Q3 2015 in Review
411 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q3 2015, worth a combined $7.19B — up 20% from $6B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new JBLU positions and 52 closed out — a net gain of 18 holders — while 149 added to existing stakes and 151 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $71.1M. The largest seller was Acadian Asset Management, cutting an estimated $65.9M.
- 411 institutional investors held JetBlue (JBLU) as of Q3 2015, up from 396 in Q2 2015.
- Funds reported $7.19B of JetBlue stock for Q3 2015, up 20% quarter-over-quarter.
- 70 funds opened new JetBlue positions in Q3 2015 and 52 closed out, a net change of +18 holders.
- The largest JetBlue buyer in Q3 2015 was AllianceBernstein, an estimated $71.1M added.
- The largest JetBlue seller in Q3 2015 was Acadian Asset Management, an estimated $65.9M sold.
Based on aggregated 13F filings for Q3 2015.