We are live on ! Find out more
JBLU icon

JetBlue

360 hedge funds and large institutions have $5.12B invested in JetBlue in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 100 increasing their positions, 148 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

91% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 33

9% more capital invested

Capital invested by funds: $4.69B → $5.12B (+$433M)

6% more funds holding

Funds holding: 340360 (+20)

0.33% more ownership

Funds ownership: 94.44%94.77% (+0.33%)

32% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 148

34% less call options, than puts

Call options by funds: $25.7M | Put options by funds: $38.7M

Holders
360
Holders Change
+20
Holders Change %
+5.88%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
63
Increased
100
Reduced
148
Closed
33
Calls
$25.7M
Puts
$38.7M
Net Calls
-$13M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$534M +$11.7M +628,974 +2%
BlackRock
2
BlackRock
New York
$478M +$1.14M +61,238 +0.2%
Primecap Management
3
Primecap Management
California
$421M -$1.04M -55,800 -0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$270M -$14.7M -789,461 -5%
DSC
5
Donald Smith & Co
New York
$203M +$158K +8,512 +0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$195M -$3.61M -194,340 -2%
Goldman Sachs
7
Goldman Sachs
New York
$178M +$42.3M +2,278,194 +31%
LSV Asset Management
8
LSV Asset Management
Illinois
$169M +$5.47M +294,541 +3%
PCM
9
PAR Capital Management
Massachusetts
$164M -$22.3M -1,200,053 -12%
AL
10
AJO LP
Pennsylvania
$148M -$17.5M -942,602 -11%
Renaissance Technologies
11
Renaissance Technologies
New York
$144M -$31.1M -1,671,400 -18%
State Street
12
State Street
Massachusetts
$125M -$7.3M -392,936 -6%
DGI
13
Disciplined Growth Investors
Minnesota
$121M +$3.37M +181,320 +3%
FCM
14
Frontier Capital Management
Massachusetts
$110M -$7.66M -412,268 -7%
AQR Capital Management
15
AQR Capital Management
Connecticut
$104M +$23.1M +1,243,199 +29%
SSM
16
Sound Shore Management
Connecticut
$102M -$24.7M -1,326,857 -20%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$72.4M +$2.45M +132,056 +4%
TSW
18
Thompson Siegel & Walmsley
Virginia
$71M -$307K -16,546 -0.4%
Bank of America
19
Bank of America
North Carolina
$63.9M +$11.9M +643,058 +23%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$61M +$4.73M +254,288 +8%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$56.1M -$31.7M -1,704,742 -36%
NM
22
NWI Management
New York
$54.5M -$14.5M -780,000 -21%
Norges Bank
23
Norges Bank
Norway
$44.3M
CCM
24
Candlestick Capital Management
Connecticut
$43.2M +$42.9M +2,308,587 New
IP
25
Interval Partners
New York
$42.7M +$42.3M +2,278,488 New

JBLU Hedge Fund Activity: Q4 2019 in Review

360 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2019, worth a combined $5.12B — up 9.2% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new JBLU positions and 33 closed out — a net gain of 30 holders — while 100 added to existing stakes and 148 trimmed.

The largest buyer was Interval Partners, opening a new position worth an estimated $42.3M. The largest seller was Millennium Management, cutting an estimated $63.3M.

  • 360 institutional investors held JetBlue (JBLU) as of Q4 2019, up from 340 in Q3 2019.
  • Funds reported $5.12B of JetBlue stock for Q4 2019, up 9.2% quarter-over-quarter.
  • 63 funds opened new JetBlue positions in Q4 2019 and 33 closed out, a net change of +30 holders.
  • The largest JetBlue buyer in Q4 2019 was Interval Partners, an estimated $42.3M added.
  • The largest JetBlue seller in Q4 2019 was Millennium Management, an estimated $63.3M sold.

Based on aggregated 13F filings for Q4 2019.