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JetBlue
JBLU

361 hedge funds and large institutions have $1.38B invested in JetBlue in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 114 increasing their positions, 119 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

3% more funds holding

Funds holding: 351 → 361 (+10)

2.37% more ownership

Funds ownership: 66.72% → 69.08% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $1.43B → $1.38B (-$47.2M)

4% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 119

12% less call options, than puts

Call options by funds: $45.2M | Put options by funds: $51.7M

Holders
361
Holders Change
+10
Holders Change %
+2.85%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
66
Increased
114
Reduced
119
Closed
44
Calls
$45.2M
Puts
$51.7M
Net Calls
-$6.42M
Net Calls Change
+$806K

Top Buyers

1
BlackRock
BlackRock
New York
+$14.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$12.1M
4
DSC
Donald Smith & Co
New York
+$11.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.8M

Top Sellers

1
EP
Edgestream Partners
New Jersey
-$13.8M
2
Goldman Sachs
Goldman Sachs
New York
-$10.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.2M
4
JGC
J. Goldman & Co
New York
-$9.16M
5
Squarepoint
Squarepoint
New York
-$6.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$639K -$23.6K -3,234 -3%
Verition Fund Management
127
Verition Fund Management
Connecticut
$621K -$1.04M -141,700 -60%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$613K – – –
OQS
129
Occudo Quantitative Strategies
Florida
$602K -$235K -32,115 -26%
Adage Capital Partners
130
Adage Capital Partners
Massachusetts
$602K +$2.31K +316 +0.3%
BL
131
Balentine LLC
Georgia
$600K +$603K +82,508 +820%
EAM
132
Erste Asset Management
Austria
$576K +$138K +18,933 +27%
PL
133
Polianta Ltd
Jersey
$574K – – –
GCP
134
GSA Capital Partners
United Kingdom
$566K -$984K -134,657 -61%
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$562K +$3.65K +500 +0.6%
JMPWA
136
JP Morgan Private Wealth Advisors
California
$560K +$302K +41,401 +92%
AAM
137
Advisors Asset Management
Colorado
$548K +$165K +22,651 +37%
SOMRS
138
State of Michigan Retirement System
Michigan
$529K – – –
PRC
139
Pearl River Capital
Michigan
$511K +$576K +78,859 New
ISL
140
Ingalls & Snyder LLC
New York
$509K -$4.38K -600 -0.8%
Pacer Advisors
141
Pacer Advisors
Pennsylvania
$498K +$378K +51,706 +205%
Victory Capital Management
142
Victory Capital Management
Texas
$464K -$178K -24,325 -25%
Corient Private Wealth
143
Corient Private Wealth
Florida
$451K +$508K +69,527 New
VF
144
Virtu Financial
New York
$448K +$505K +69,061 New
Public Sector Pension Investment Board (PSP Investments)
145
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$435K – – –
RJA
146
Raymond James & Associates
Florida
$413K -$93.4K -12,785 -17%
MA
147
Mutual Advisors
Nebraska
$409K -$3.85K -527 -0.8%
CM
148
CastleKnight Management
New York
$397K – – –
CC
149
Corton Capital
Ontario, Canada
$390K +$312K +42,747 +244%
PCM
150
Penserra Capital Management
California
$384K +$155K +21,242 +56%
4 5
6
7 8

JBLU Hedge Fund Activity: Q4 2022 in Review

361 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2022, worth a combined $1.38B — down 3.3% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new JBLU positions and 44 closed out — a net gain of 22 holders — while 114 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock, adding an estimated $14.4M. The largest seller was Edgestream Partners, cutting an estimated $13.8M.

  • 361 institutional investors held JetBlue (JBLU) as of Q4 2022, up from 351 in Q3 2022.
  • Funds reported $1.38B of JetBlue stock for Q4 2022, down 3.3% quarter-over-quarter.
  • 66 funds opened new JetBlue positions in Q4 2022 and 44 closed out, a net change of +22 holders.
  • The largest JetBlue buyer in Q4 2022 was BlackRock, an estimated $14.4M added.
  • The largest JetBlue seller in Q4 2022 was Edgestream Partners, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2022.