JetBlue
JBLU
365 hedge funds and large institutions have $5.23B invested in JetBlue in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 120 increasing their positions, 142 reducing their positions, and 60 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
2.79% less ownership
Funds ownership: 89.77% → 86.98% (-2.8%)
5% less funds holding
Funds holding: 383 → 365 (-18)
11% less capital invested
Capital invested by funds: $5.87B → $5.23B (-$643M)
15% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 142
23% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 60
38% less call options, than puts
Call options by funds: $42.5M | Put options by funds: $68.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$60.2M |
| 2 |
DSC
Donald Smith & Co
New York
|
+$52.4M |
| 3 |
Goldman Sachs
New York
|
+$51.1M |
| 4 |
Renaissance Technologies
New York
|
+$30.4M |
| 5 |
CM
Corvex Management
New York
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$170M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$82.3M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$56.7M |
| 4 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$54.3M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$54.1M |
JBLU Hedge Fund Activity: Q2 2018 in Review
365 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q2 2018, worth a combined $5.23B — down 11% from $5.87B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of JBLU and 46 opened new positions — a net loss of 14 holders — while 142 trimmed existing stakes and 120 added.
The largest buyer was Primecap Management, adding an estimated $60.2M. The largest seller was Fidelity Investments, cutting an estimated $170M.
- 365 institutional investors held JetBlue (JBLU) as of Q2 2018, down from 383 in Q1 2018.
- Funds reported $5.23B of JetBlue stock for Q2 2018, down 11% quarter-over-quarter.
- 46 funds opened new JetBlue positions in Q2 2018 and 60 closed out, a net change of -14 holders.
- The largest JetBlue buyer in Q2 2018 was Primecap Management, an estimated $60.2M added.
- The largest JetBlue seller in Q2 2018 was Fidelity Investments, an estimated $170M sold.
Based on aggregated 13F filings for Q2 2018.