JetBlue
JBLU
390 hedge funds and large institutions have $5.63B invested in JetBlue in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 154 reducing their positions, and 77 closing their positions.
123% more call options, than puts
Call options by funds: $73M | Put options by funds: $32.7M
3% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 154
8% less funds holding
Funds holding: 423 → 390 (-33)
10% less capital invested
Capital invested by funds: $6.22B → $5.63B (-$594M)
39% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 77
45% less funds holding in top 10
Funds holding in top 10: 11 → 6 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$90.6M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$54.4M |
| 3 |
Goldman Sachs
New York
|
+$46M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$35.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$71.7M |
| 2 |
GAM
Gotham Asset Management
New York
|
-$42M |
| 3 |
Morgan Stanley
New York
|
-$36.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$30.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$27.6M |
JBLU Hedge Fund Activity: Q1 2016 in Review
390 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q1 2016, worth a combined $5.63B — down 9.5% from $6.22B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of JBLU and 47 opened new positions — a net loss of 30 holders — while 154 trimmed existing stakes and 150 added.
The largest buyer was Fidelity Investments, adding an estimated $90.6M. The largest seller was Dimensional Fund Advisors, cutting an estimated $71.7M.
- 390 institutional investors held JetBlue (JBLU) as of Q1 2016, down from 423 in Q4 2015.
- Funds reported $5.63B of JetBlue stock for Q1 2016, down 9.5% quarter-over-quarter.
- 47 funds opened new JetBlue positions in Q1 2016 and 77 closed out, a net change of -30 holders.
- The largest JetBlue buyer in Q1 2016 was Fidelity Investments, an estimated $90.6M added.
- The largest JetBlue seller in Q1 2016 was Dimensional Fund Advisors, an estimated $71.7M sold.
Based on aggregated 13F filings for Q1 2016.