We are live on ! Find out more
JBLU icon

JetBlue

339 hedge funds and large institutions have $2.22B invested in JetBlue in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more capital invested

Capital invested by funds: $1.72B → $2.22B (+$498M)

4.3% more ownership

Funds ownership: 72.07%76.37% (+4.3%)

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

1% more funds holding

Funds holding: 336339 (+3)

5% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 112

40% less call options, than puts

Call options by funds: $49.7M | Put options by funds: $82.6M

Holders
339
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
106
Reduced
112
Closed
50
Calls
$49.7M
Puts
$82.6M
Net Calls
-$32.9M
Net Calls Change
-$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$340M +$67.2M +9,246,446 +32%
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M +$12.5M +1,717,977 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$142M +$7.76M +1,067,831 +7%
State Street
4
State Street
Massachusetts
$98.3M +$14.8M +2,030,388 +22%
DSC
5
Donald Smith & Co
New York
$97.9M +$530K +72,943 +0.7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$80.3M -$22.3M -3,062,253 -25%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$64.1M +$2.81M +386,975 +6%
USGIU
8
U.S. Global Investors (USGI)
Texas
$62.1M -$19.4M -2,674,720 -28%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$60.9M +$15.1M +2,072,683 +43%
Two Sigma Investments
10
Two Sigma Investments
New York
$52.6M +$6.65M +915,462 +18%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$48.8M +$9.36M +1,287,600 +31%
Primecap Management
12
Primecap Management
California
$44M -$1.05M -144,600 -3%
Voloridge Investment Management
13
Voloridge Investment Management
Florida
$42.2M +$22.8M +3,139,502 +194%
Renaissance Technologies
14
Renaissance Technologies
New York
$40.5M -$4.79M -658,967 -13%
Ameriprise
15
Ameriprise
Minnesota
$35M +$4.06M +559,104 +16%
Northern Trust
16
Northern Trust
Illinois
$33M +$10.8M +1,482,914 +66%
Charles Schwab
17
Charles Schwab
California
$31.1M +$5.49M +755,685 +27%
Marshall Wace
18
Marshall Wace
United Kingdom
$29.9M -$10.5M -1,443,120 -30%
Morgan Stanley
19
Morgan Stanley
New York
$29.6M -$1.11M -152,742 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$28.5M +$2.51M +345,789 +12%
American Century Companies
21
American Century Companies
Missouri
$27.1M +$6.63M +912,021 +42%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$23.3M +$6.88M +946,920 +56%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$18.2M +$435K +59,803 +3%
Squarepoint
24
Squarepoint
New York
$17.8M -$3.93M -540,991 -21%
PCM
25
PAR Capital Management
Massachusetts
$17.7M

JBLU Hedge Fund Activity: Q2 2023 in Review

339 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q2 2023, worth a combined $2.22B — up 29% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new JBLU positions and 50 closed out — a net gain of 4 holders — while 106 added to existing stakes and 112 trimmed.

The largest buyer was BlackRock, adding an estimated $67.2M. The largest seller was Wellington Management Group, cutting an estimated $22.3M.

  • 339 institutional investors held JetBlue (JBLU) as of Q2 2023, up from 336 in Q1 2023.
  • Funds reported $2.22B of JetBlue stock for Q2 2023, up 29% quarter-over-quarter.
  • 54 funds opened new JetBlue positions in Q2 2023 and 50 closed out, a net change of +4 holders.
  • The largest JetBlue buyer in Q2 2023 was BlackRock, an estimated $67.2M added.
  • The largest JetBlue seller in Q2 2023 was Wellington Management Group, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2023.