JetBlue
JBLU
383 hedge funds and large institutions have $5.87B invested in JetBlue in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 127 increasing their positions, 118 reducing their positions, and 55 closing their positions.
20% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 55
2% more funds holding
Funds holding: 377 → 383 (+6)
8% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 118
1.58% less ownership
Funds ownership: 91.35% → 89.77% (-1.6%)
9% less capital invested
Capital invested by funds: $6.48B → $5.87B (-$612M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
25% less call options, than puts
Call options by funds: $33.9M | Put options by funds: $45.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$75.1M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$74.5M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$44.9M |
| 4 |
SCM
Snow Capital Management
Sewickley,
Pennsylvania
|
+$39.2M |
| 5 |
DK
Darrell & King
Charlottesville,
Virginia
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$140M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$122M |
| 3 |
Goldman Sachs
New York
|
-$78.9M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$59.6M |
| 5 |
MCM
Masters Capital Management
Atlanta,
Georgia
|
-$22.3M |
JBLU Hedge Fund Activity: Q1 2018 in Review
383 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q1 2018, worth a combined $5.87B — down 9.4% from $6.48B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new JBLU positions and 55 closed out — a net gain of 11 holders — while 127 added to existing stakes and 118 trimmed.
The largest buyer was Assenagon Asset Management, adding an estimated $75.1M. The largest seller was Fidelity Investments, cutting an estimated $140M.
- 383 institutional investors held JetBlue (JBLU) as of Q1 2018, up from 377 in Q4 2017.
- Funds reported $5.87B of JetBlue stock for Q1 2018, down 9.4% quarter-over-quarter.
- 66 funds opened new JetBlue positions in Q1 2018 and 55 closed out, a net change of +11 holders.
- The largest JetBlue buyer in Q1 2018 was Assenagon Asset Management, an estimated $75.1M added.
- The largest JetBlue seller in Q1 2018 was Fidelity Investments, an estimated $140M sold.
Based on aggregated 13F filings for Q1 2018.