JetBlue
JBLU
338 hedge funds and large institutions have $2.3B invested in JetBlue in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 105 increasing their positions, 122 reducing their positions, and 73 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6% more capital invested
Capital invested by funds: $2.16B → $2.3B (+$138M)
4% less funds holding
Funds holding: 353 → 338 (-15)
7.4% less ownership
Funds ownership: 85.55% → 78.14% (-7.4%)
14% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 122
18% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 73
50% less call options, than puts
Call options by funds: $29.7M | Put options by funds: $59.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$33.9M |
| 2 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
|
+$28.5M |
| 3 |
SIG
Senator Investment Group
New York
|
+$20.9M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$16.2M |
| 5 |
Millennium Management
New York
|
+$8.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$57.8M |
| 2 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$44.1M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$41.3M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$28.9M |
| 5 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$28.3M |
JBLU Hedge Fund Activity: Q2 2020 in Review
338 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q2 2020, worth a combined $2.3B — up 6.4% from $2.16B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of JBLU and 60 opened new positions — a net loss of 13 holders — while 122 trimmed existing stakes and 105 added.
The largest buyer was Wellington Management Group, adding an estimated $33.9M. The largest seller was Vanguard Group, cutting an estimated $57.8M.
- 338 institutional investors held JetBlue (JBLU) as of Q2 2020, down from 353 in Q1 2020.
- Funds reported $2.3B of JetBlue stock for Q2 2020, up 6.4% quarter-over-quarter.
- 60 funds opened new JetBlue positions in Q2 2020 and 73 closed out, a net change of -13 holders.
- The largest JetBlue buyer in Q2 2020 was Wellington Management Group, an estimated $33.9M added.
- The largest JetBlue seller in Q2 2020 was Vanguard Group, an estimated $57.8M sold.
Based on aggregated 13F filings for Q2 2020.