JetBlue
JBLU
381 hedge funds and large institutions have $5.41B invested in JetBlue in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 140 increasing their positions, 126 reducing their positions, and 58 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 126
4.48% more ownership
Funds ownership: 83.84% → 88.32% (+4.5%)
5% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 58
5% less call options, than puts
Call options by funds: $73.4M | Put options by funds: $77.6M
2% less funds holding
Funds holding: 389 → 381 (-8)
16% less capital invested
Capital invested by funds: $6.42B → $5.41B (-$1.01B)
67% less funds holding in top 10
Funds holding in top 10: 9 → 3 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$278M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$101M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$73M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$36.7M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$33.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$76.2M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$53.2M |
| 3 |
Goldman Sachs
New York
|
-$49.7M |
| 4 |
CM
Corvex Management
New York
|
-$45M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$41.2M |
JBLU Hedge Fund Activity: Q3 2017 in Review
381 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q3 2017, worth a combined $5.41B — down 16% from $6.42B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of JBLU and 55 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 140 added.
The largest buyer was Fidelity Investments, adding an estimated $278M. The largest seller was Victory Capital Management, cutting an estimated $76.2M.
- 381 institutional investors held JetBlue (JBLU) as of Q3 2017, down from 389 in Q2 2017.
- Funds reported $5.41B of JetBlue stock for Q3 2017, down 16% quarter-over-quarter.
- 55 funds opened new JetBlue positions in Q3 2017 and 58 closed out, a net change of -3 holders.
- The largest JetBlue buyer in Q3 2017 was Fidelity Investments, an estimated $278M added.
- The largest JetBlue seller in Q3 2017 was Victory Capital Management, an estimated $76.2M sold.
Based on aggregated 13F filings for Q3 2017.