JetBlue
JBLU
340 hedge funds and large institutions have $4.69B invested in JetBlue in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 124 reducing their positions, and 54 closing their positions.
3.46% more ownership
Funds ownership: 90.98% → 94.44% (+3.5%)
4% less funds holding
Funds holding: 355 → 340 (-15)
7% less capital invested
Capital invested by funds: $5.06B → $4.69B (-$375M)
18% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 124
24% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 54
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
54% less call options, than puts
Call options by funds: $20M | Put options by funds: $43.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$45.3M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$42.9M |
| 3 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$30.7M |
| 4 |
DSC
Donald Smith & Co
New York
|
+$30M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.5M |
| 2 |
Two Sigma Investments
New York
|
-$27.3M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$24M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
-$17.7M |
| 5 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$15.3M |
JBLU Hedge Fund Activity: Q3 2019 in Review
340 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q3 2019, worth a combined $4.69B — down 7.4% from $5.06B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of JBLU and 41 opened new positions — a net loss of 13 holders — while 124 trimmed existing stakes and 102 added.
The largest buyer was Goldman Sachs, adding an estimated $45.3M. The largest seller was Wellington Management Group, cutting an estimated $71.5M.
- 340 institutional investors held JetBlue (JBLU) as of Q3 2019, down from 355 in Q2 2019.
- Funds reported $4.69B of JetBlue stock for Q3 2019, down 7.4% quarter-over-quarter.
- 41 funds opened new JetBlue positions in Q3 2019 and 54 closed out, a net change of -13 holders.
- The largest JetBlue buyer in Q3 2019 was Goldman Sachs, an estimated $45.3M added.
- The largest JetBlue seller in Q3 2019 was Wellington Management Group, an estimated $71.5M sold.
Based on aggregated 13F filings for Q3 2019.