We are live on ! Find out more
JBLU icon

JetBlue

360 hedge funds and large institutions have $4.42B invested in JetBlue in 2018 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 147 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $60.3M | Put options by funds: $44.2M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3.18% more ownership

Funds ownership: 87.34%90.52% (+3.2%)

2% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 53

0% less funds holding

Funds holding: 361360 (-1)

16% less capital invested

Capital invested by funds: $5.29B → $4.42B (-$866M)

27% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 147

Holders
360
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
8.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
54
Increased
107
Reduced
147
Closed
53
Calls
$60.3M
Puts
$44.2M
Net Calls
+$16.1M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
STMM
151
South Texas Money Management
Texas
$1.37M +$1.49M +85,423 New
SL
152
Signition LP
New York
$1.32M +$1.43M +82,108 New
Acadian Asset Management
153
Acadian Asset Management
Massachusetts
$1.31M +$1.42M +81,279 +21,559%
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$1.3M -$83.6K -4,800 -6%
CL
155
CPWM LLC
Washington
$1.28M -$1.11K -64 -0.1%
ST
156
Sentinel Trust
Texas
$1.27M -$1.67M -95,935 -55%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$1.25M +$30.8K +1,768 +2%
ARTA
158
A.R.T. Advisors
New York
$1.25M +$1.36M +78,070 New
MERSOM
159
Municipal Employees' Retirement System of Michigan
Michigan
$1.21M +$1.31M +75,190 New
BF
160
BOK Financial
Oklahoma
$1.17M +$95.8K +5,497 +8%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$1.17M +$18.3K +1,052 +1%
Verition Fund Management
162
Verition Fund Management
Connecticut
$1.13M -$1.21M -69,412 -50%
WSCM
163
Wellington Shields Capital Management
New York
$1.12M +$70.6K +4,050 +6%
KeyBank National Association
164
KeyBank National Association
Ohio
$1.1M +$225K +12,915 +23%
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
$1.06M +$1.16M +66,285 New
RCAMU
166
Rothschild & Co Asset Management US
Connecticut
$1.03M
NMERB
167
New Mexico Educational Retirement Board
New Mexico
$1.02M -$190K -10,900 -15%
US Bancorp
168
US Bancorp
Minnesota
$1M -$592 -34 -0.1%
Simplex Trading
169
Simplex Trading
Illinois
$997K +$1.08M +62,090 New
AB
170
Amalgamated Bank
New York
$984K -$19.5K -1,121 -2%
MUAMU
171
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$951K +$17.4K +1,000 +2%
Lazard Asset Management
172
Lazard Asset Management
New York
$932K
AIM
173
Alambic Investment Management
California
$931K +$739K +42,400 +273%
URS
174
Utah Retirement Systems
Utah
$930K -$5.23K -300 -0.5%
NMIMC
175
Northwestern Mutual Investment Management Company
Wisconsin
$925K -$23.6K -1,352 -2%

JBLU Hedge Fund Activity: Q4 2018 in Review

360 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2018, worth a combined $4.42B — down 16% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new JBLU positions and 53 closed out — a net gain of 1 holder — while 107 added to existing stakes and 147 trimmed.

The largest buyer was PAR Capital Management, adding an estimated $95.5M. The largest seller was Wellington Management Group, cutting an estimated $163M.

  • 360 institutional investors held JetBlue (JBLU) as of Q4 2018, down from 361 in Q3 2018.
  • Funds reported $4.42B of JetBlue stock for Q4 2018, down 16% quarter-over-quarter.
  • 54 funds opened new JetBlue positions in Q4 2018 and 53 closed out, a net change of +1 holder.
  • The largest JetBlue buyer in Q4 2018 was PAR Capital Management, an estimated $95.5M added.
  • The largest JetBlue seller in Q4 2018 was Wellington Management Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2018.