JetBlue
JBLU
373 hedge funds and large institutions have $6.33B invested in JetBlue in 2015 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 129 increasing their positions, 136 reducing their positions, and 50 closing their positions.
42% more funds holding in top 10
Funds holding in top 10: 12 → 17 (+5)
38% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 50
33% more capital invested
Capital invested by funds: $4.75B → $6.33B (+$1.58B)
22% more call options, than puts
Call options by funds: $65.6M | Put options by funds: $53.9M
4% more funds holding
Funds holding: 359 → 373 (+14)
5% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 136
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
|
+$163M |
| 2 |
MAM
Myriad Asset Management
North Point,
Hong Kong
|
+$111M |
| 3 |
AM
Appaloosa Management
Miami Beach,
Florida
|
+$80.5M |
| 4 |
D.E. Shaw & Co
New York
|
+$69M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$62.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$118M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$65.7M |
| 3 |
Bank of New York Mellon
New York
|
-$47.9M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$28M |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$22.6M |
JBLU Hedge Fund Activity: Q1 2015 in Review
373 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q1 2015, worth a combined $6.33B — up 33% from $4.75B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new JBLU positions and 50 closed out — a net gain of 19 holders — while 129 added to existing stakes and 136 trimmed.
The largest buyer was CQS Cayman, opening a new position worth an estimated $163M. The largest seller was Fidelity Investments, cutting an estimated $118M.
- 373 institutional investors held JetBlue (JBLU) as of Q1 2015, up from 359 in Q4 2014.
- Funds reported $6.33B of JetBlue stock for Q1 2015, up 33% quarter-over-quarter.
- 69 funds opened new JetBlue positions in Q1 2015 and 50 closed out, a net change of +19 holders.
- The largest JetBlue buyer in Q1 2015 was CQS Cayman, an estimated $163M added.
- The largest JetBlue seller in Q1 2015 was Fidelity Investments, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2015.