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JetBlue

396 hedge funds and large institutions have $6B invested in JetBlue in 2015 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 135 increasing their positions, 143 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 51

40% more call options, than puts

Call options by funds: $136M | Put options by funds: $97.4M

6% more funds holding

Funds holding: 373396 (+23)

6% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 143

5% less capital invested

Capital invested by funds: $6.33B → $6B (-$336M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
396
Holders Change
+23
Holders Change %
+6.17%
% of All Funds
10.67%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.4%
New
76
Increased
135
Reduced
143
Closed
51
Calls
$136M
Puts
$97.4M
Net Calls
+$38.8M
Net Calls Change
+$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
26
AJO LP
Pennsylvania
$48.9M +$26.8M +1,324,860 +128%
Norges Bank
27
Norges Bank
Norway
$46.7M +$10.4M +511,770 +29%
LCM
28
Lakewood Capital Management
New York
$46.4M
Goldman Sachs
29
Goldman Sachs
New York
$42.7M -$9.25M -456,584 -18%
RCAMU
30
Rothschild & Co Asset Management US
Connecticut
$39.5M -$12.5M -616,154 -24%
HAI
31
Hennessy Advisors Inc
California
$38M +$6.33M +312,400 +21%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$37.5M -$1.23M -60,667 -3%
AIA
33
Avalon Investment & Advisory
Texas
$34.2M -$920K -45,436 -3%
JP Morgan Chase
34
JP Morgan Chase
New York
$33.4M +$13.2M +649,810 +68%
Two Sigma Investments
35
Two Sigma Investments
New York
$33.4M +$32.5M +1,606,909 New
TCIM
36
TIAA CREF Investment Management
New York
$33.3M +$10.3M +510,798 +47%
PP
37
PDT Partners
New York
$33.2M +$13.6M +671,715 +73%
BA
38
BlackRock Advisors
Delaware
$32.5M -$10.7M -528,469 -25%
SG Americas Securities
39
SG Americas Securities
New York
$32.4M +$31.6M +1,561,111 New
Invesco
40
Invesco
Georgia
$32.2M -$487K -24,053 -2%
Lazard Asset Management
41
Lazard Asset Management
New York
$31.4M -$2.09M -103,068 -6%
SFM
42
Systematic Financial Management
New Jersey
$30.8M -$10.3M -507,155 -25%
Millennium Management
43
Millennium Management
New York
$29.2M -$12.4M -611,372 -30%
AQR Capital Management
44
AQR Capital Management
Connecticut
$29.1M +$14.1M +696,145 +99%
FCM
45
Frontier Capital Management
Massachusetts
$28.5M +$80.5K +3,973 +0.3%
NAP
46
New Amsterdam Partners
New York
$28.5M +$1.83M +90,289 +7%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$27.9M +$2.55M +125,765 +10%
GC
48
Guggenheim Capital
Illinois
$27.7M -$303K -14,951 -1%
SM
49
Stratton Management
Pennsylvania
$27.1M
CEP
50
Chicago Equity Partners
Illinois
$26.6M +$23.7M +1,171,535 +1,070%

JBLU Hedge Fund Activity: Q2 2015 in Review

396 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q2 2015, worth a combined $6B — down 5.3% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new JBLU positions and 51 closed out — a net gain of 25 holders — while 135 added to existing stakes and 143 trimmed.

The largest buyer was Bank of America, adding an estimated $43M. The largest seller was CQS Cayman, cutting an estimated $143M.

  • 396 institutional investors held JetBlue (JBLU) as of Q2 2015, up from 373 in Q1 2015.
  • Funds reported $6B of JetBlue stock for Q2 2015, down 5.3% quarter-over-quarter.
  • 76 funds opened new JetBlue positions in Q2 2015 and 51 closed out, a net change of +25 holders.
  • The largest JetBlue buyer in Q2 2015 was Bank of America, an estimated $43M added.
  • The largest JetBlue seller in Q2 2015 was CQS Cayman, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2015.