JetBlue
JBLU
336 hedge funds and large institutions have $1.72B invested in JetBlue in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 63 closing their positions.
24% more capital invested
Capital invested by funds: $1.38B → $1.72B (+$335M)
2.98% more ownership
Funds ownership: 69.08% → 72.07% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 111
7% less funds holding
Funds holding: 361 → 336 (-25)
29% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 63
45% less call options, than puts
Call options by funds: $36.4M | Put options by funds: $66.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$41.7M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$37.2M |
| 3 |
Two Sigma Investments
New York
|
+$30.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$18.7M |
| 5 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Voloridge Investment Management
Jupiter,
Florida
|
-$25.5M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$17.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.9M |
| 4 |
Renaissance Technologies
New York
|
-$12.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$12M |
JBLU Hedge Fund Activity: Q1 2023 in Review
336 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q1 2023, worth a combined $1.72B — up 24% from $1.38B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of JBLU and 45 opened new positions — a net loss of 18 holders — while 111 trimmed existing stakes and 106 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $41.7M. The largest seller was Voloridge Investment Management, cutting an estimated $25.5M.
- 336 institutional investors held JetBlue (JBLU) as of Q1 2023, down from 361 in Q4 2022.
- Funds reported $1.72B of JetBlue stock for Q1 2023, up 24% quarter-over-quarter.
- 45 funds opened new JetBlue positions in Q1 2023 and 63 closed out, a net change of -18 holders.
- The largest JetBlue buyer in Q1 2023 was Dimensional Fund Advisors, an estimated $41.7M added.
- The largest JetBlue seller in Q1 2023 was Voloridge Investment Management, an estimated $25.5M sold.
Based on aggregated 13F filings for Q1 2023.