JetBlue
JBLU
319 hedge funds and large institutions have $3.15B invested in JetBlue in 2014 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 109 increasing their positions, 101 reducing their positions, and 28 closing their positions.
154% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 28
145% more call options, than puts
Call options by funds: $39.6M | Put options by funds: $16.2M
14% more funds holding
Funds holding: 279 → 319 (+40)
8% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 101
6% less capital invested
Capital invested by funds: $3.33B → $3.15B (-$184M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$109M |
| 2 |
BM
Bridger Management
New York
|
+$35.9M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$32.9M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$24.4M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cyrus Capital Partners
New York
|
-$113M |
| 2 |
DSC
Donald Smith & Co
New York
|
-$94.1M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$72.6M |
| 4 |
OM
Ospraie Management
New York
|
-$41.2M |
| 5 |
Renaissance Technologies
New York
|
-$19.8M |
JBLU Hedge Fund Activity: Q3 2014 in Review
319 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q3 2014, worth a combined $3.15B — down 5.5% from $3.33B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new JBLU positions and 28 closed out — a net gain of 43 holders — while 109 added to existing stakes and 101 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Cyrus Capital Partners, cutting an estimated $113M.
- 319 institutional investors held JetBlue (JBLU) as of Q3 2014, up from 279 in Q2 2014.
- Funds reported $3.15B of JetBlue stock for Q3 2014, down 5.5% quarter-over-quarter.
- 71 funds opened new JetBlue positions in Q3 2014 and 28 closed out, a net change of +43 holders.
- The largest JetBlue buyer in Q3 2014 was Fidelity Investments, an estimated $109M added.
- The largest JetBlue seller in Q3 2014 was Cyrus Capital Partners, an estimated $113M sold.
Based on aggregated 13F filings for Q3 2014.