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JetBlue
JBLU

335 hedge funds and large institutions have $1.42B invested in JetBlue in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 118 increasing their positions, 100 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $294M | Put options by funds: $220M

31% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 51

29% more capital invested

Capital invested by funds: $1.1B → $1.42B (+$320M)

18% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 100

5.06% more ownership

Funds ownership: 71.83% → 76.88% (+5.1%)

4% more funds holding

Funds holding: 322 → 335 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
335
Holders Change
+13
Holders Change %
+4.04%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
67
Increased
118
Reduced
100
Closed
51
Calls
$294M
Puts
$220M
Net Calls
+$73.7M
Net Calls Change
+$84M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$34.3M
2
Citigroup
Citigroup
New York
+$17.6M
3
BlackRock
BlackRock
New York
+$17.2M
4
Jane Street
Jane Street
New York
+$12.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.66M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.43M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.19M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$8.2M
5
Primecap Management
Primecap Management
California
-$7.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$8.67M +$7.32M +1,561,396 New
AQR Capital Management
27
AQR Capital Management
Connecticut
$7.58M -$5.22M -1,114,588 -45%
SMDAM
28
Sumitomo Mitsui DS Asset Management
Japan
$7.48M +$6.31M +1,346,900 New
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$5.78M -$132K -28,082 -3%
Ameriprise
30
Ameriprise
Minnesota
$5.57M -$551K -117,499 -10%
JP Morgan Chase
31
JP Morgan Chase
New York
$5.46M +$2.67M +570,346 +138%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$5.32M -$1.58M -338,037 -26%
N
33
Nuveen
North Carolina
$5.03M +$236K +50,473 +6%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$4.53M +$2.3M +490,551 +151%
First Trust Advisors
35
First Trust Advisors
Illinois
$4.42M +$2.94M +627,742 +372%
EF
36
Empowered Funds
Pennsylvania
$4.23M +$3.57M +762,947 New
Prudential Financial
37
Prudential Financial
New Jersey
$4.2M -$44.9K -9,580 -1%
Legal & General Group
38
Legal & General Group
United Kingdom
$4.07M -$85.5K -18,257 -2%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.84M +$1.31M +279,726 +68%
CS
40
Credit Suisse
Switzerland
$3.19M +$23.6K +5,026 +0.9%
Group One Trading
41
Group One Trading
Illinois
$3.18M +$1.62M +345,711 +152%
MTIM
42
Marathon Trading Investment Management
Pennsylvania
$3.17M +$2.67M +570,351 New
First Eagle Investment Management
43
First Eagle Investment Management
New York
$3.12M -$1.42M -303,400 -35%
IA
44
Icon Advisers
Colorado
$3.02M -$211K -45,000 -8%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$2.78M +$2.19M +467,460 +1,372%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$2.73M -$403K -85,958 -15%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$2.66M +$1.32M +280,759 +142%
LCM
48
Landscape Capital Management
New Jersey
$2.56M -$1.95M -415,572 -47%
TSS
49
Two Sigma Securities
New York
$2.54M +$2.15M +457,869 New
KCM
50
Kennedy Capital Management
Missouri
$2.47M +$236K +50,301 +13%
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JBLU Hedge Fund Activity: Q4 2023 in Review

335 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2023, worth a combined $1.42B — up 29% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JBLU positions and 51 closed out — a net gain of 16 holders — while 118 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.3M. The largest seller was Wellington Management Group, cutting an estimated $11.1M.

  • 335 institutional investors held JetBlue (JBLU) as of Q4 2023, up from 322 in Q3 2023.
  • Funds reported $1.42B of JetBlue stock for Q4 2023, up 29% quarter-over-quarter.
  • 67 funds opened new JetBlue positions in Q4 2023 and 51 closed out, a net change of +16 holders.
  • The largest JetBlue buyer in Q4 2023 was Morgan Stanley, an estimated $34.3M added.
  • The largest JetBlue seller in Q4 2023 was Wellington Management Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2023.