JetBlue
JBLU
377 hedge funds and large institutions have $6.48B invested in JetBlue in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 148 reducing their positions, and 56 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
20% more capital invested
Capital invested by funds: $5.41B → $6.48B (+$1.07B)
3.03% more ownership
Funds ownership: 88.32% → 91.35% (+3%)
2% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 56
1% less funds holding
Funds holding: 381 → 377 (-4)
22% less call options, than puts
Call options by funds: $52.3M | Put options by funds: $67.4M
29% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 148
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$406M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$34.6M |
| 3 |
CM
Corvex Management
New York
|
+$32.1M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$23.4M |
| 5 |
MCM
Masters Capital Management
Atlanta,
Georgia
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$59.2M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$51.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$49.1M |
| 4 |
DSC
Donald Smith & Co
New York
|
-$45.6M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$44M |
JBLU Hedge Fund Activity: Q4 2017 in Review
377 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2017, worth a combined $6.48B — up 20% from $5.41B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of JBLU and 55 opened new positions — a net loss of 1 holder — while 148 trimmed existing stakes and 105 added.
The largest buyer was Wellington Management Group, adding an estimated $406M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $59.2M.
- 377 institutional investors held JetBlue (JBLU) as of Q4 2017, down from 381 in Q3 2017.
- Funds reported $6.48B of JetBlue stock for Q4 2017, up 20% quarter-over-quarter.
- 55 funds opened new JetBlue positions in Q4 2017 and 56 closed out, a net change of -1 holder.
- The largest JetBlue buyer in Q4 2017 was Wellington Management Group, an estimated $406M added.
- The largest JetBlue seller in Q4 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $59.2M sold.
Based on aggregated 13F filings for Q4 2017.