JetBlue
JBLU
379 hedge funds and large institutions have $5.85B invested in JetBlue in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 104 reducing their positions, and 70 closing their positions.
95% more call options, than puts
Call options by funds: $104M | Put options by funds: $53.4M
52% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 104
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.71% less ownership
Funds ownership: 84.54% → 83.83% (-0.71%)
5% less capital invested
Capital invested by funds: $6.16B → $5.85B (-$308M)
6% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 70
3% less funds holding
Funds holding: 391 → 379 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$555M |
| 2 |
Goldman Sachs
New York
|
+$78.7M |
| 3 |
JP Morgan Chase
New York
|
+$54.3M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$53.7M |
| 5 |
WM
WS Management
Jacksonville,
Florida
|
+$50.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$161M |
| 2 |
Renaissance Technologies
New York
|
-$81.7M |
| 3 |
TPCM
Tide Point Capital Management
Old Greenwich,
Connecticut
|
-$60.6M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$40.8M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$29.1M |
JBLU Hedge Fund Activity: Q1 2017 in Review
379 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q1 2017, worth a combined $5.85B — down 5% from $6.16B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of JBLU and 66 opened new positions — a net loss of 4 holders — while 104 trimmed existing stakes and 158 added.
The largest buyer was BlackRock, adding an estimated $555M. The largest seller was Fidelity Investments, cutting an estimated $161M.
- 379 institutional investors held JetBlue (JBLU) as of Q1 2017, down from 391 in Q4 2016.
- Funds reported $5.85B of JetBlue stock for Q1 2017, down 5% quarter-over-quarter.
- 66 funds opened new JetBlue positions in Q1 2017 and 70 closed out, a net change of -4 holders.
- The largest JetBlue buyer in Q1 2017 was BlackRock, an estimated $555M added.
- The largest JetBlue seller in Q1 2017 was Fidelity Investments, an estimated $161M sold.
Based on aggregated 13F filings for Q1 2017.