JetBlue
JBLU
249 hedge funds and large institutions have $3.24B invested in JetBlue in 2013 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 72 increasing their positions, 81 reducing their positions, and 27 closing their positions.
130% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 27
129% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $8.18M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
29% more capital invested
Capital invested by funds: $2.51B → $3.24B (+$733M)
16% more funds holding
Funds holding: 215 → 249 (+34)
11% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$49.2M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$46.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.9M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$33.1M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$70.3M |
| 2 |
SCM
Scopia Capital Management
New York
|
-$57.3M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$32.1M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$32M |
| 5 |
DSC
Donald Smith & Co
New York
|
-$20.7M |
JBLU Hedge Fund Activity: Q4 2013 in Review
249 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2013, worth a combined $3.24B — up 29% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new JBLU positions and 27 closed out — a net gain of 35 holders — while 72 added to existing stakes and 81 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $49.2M. The largest seller was Eagle Asset Management, cutting an estimated $70.3M.
- 249 institutional investors held JetBlue (JBLU) as of Q4 2013, up from 215 in Q3 2013.
- Funds reported $3.24B of JetBlue stock for Q4 2013, up 29% quarter-over-quarter.
- 62 funds opened new JetBlue positions in Q4 2013 and 27 closed out, a net change of +35 holders.
- The largest JetBlue buyer in Q4 2013 was Lord, Abbett & Co, an estimated $49.2M added.
- The largest JetBlue seller in Q4 2013 was Eagle Asset Management, an estimated $70.3M sold.
Based on aggregated 13F filings for Q4 2013.