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JetBlue
JBLU

335 hedge funds and large institutions have $1.42B invested in JetBlue in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 118 increasing their positions, 100 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $294M | Put options by funds: $220M

31% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 51

29% more capital invested

Capital invested by funds: $1.1B → $1.42B (+$320M)

18% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 100

5.06% more ownership

Funds ownership: 71.83% → 76.88% (+5.1%)

4% more funds holding

Funds holding: 322 → 335 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
335
Holders Change
+13
Holders Change %
+4.04%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
67
Increased
118
Reduced
100
Closed
51
Calls
$294M
Puts
$220M
Net Calls
+$73.7M
Net Calls Change
+$84M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$34.3M
2
Citigroup
Citigroup
New York
+$17.6M
3
BlackRock
BlackRock
New York
+$17.2M
4
Jane Street
Jane Street
New York
+$12.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.66M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.43M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.19M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$8.2M
5
Primecap Management
Primecap Management
California
-$7.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$360M +$17.2M +3,676,585 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$206M +$1.66M +354,086 +1%
State Street
3
State Street
Massachusetts
$73.5M +$1.92M +408,996 +3%
DSC
4
Donald Smith & Co
New York
$69.1M +$6.35M +1,354,786 +12%
Morgan Stanley
5
Morgan Stanley
New York
$64.7M +$34.3M +7,328,581 +169%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$63.2M -$9.43M -2,013,330 -15%
USGIU
7
U.S. Global Investors (USGI)
Texas
$54.3M +$8.92M +1,903,910 +24%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$40.6M +$1.77M +377,738 +5%
American Century Companies
9
American Century Companies
Missouri
$30.3M +$4.13M +881,264 +19%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$23.6M +$9.66M +2,060,801 +94%
Citigroup
11
Citigroup
New York
$23M +$17.6M +3,758,190 +995%
Charles Schwab
12
Charles Schwab
California
$21.4M +$872K +186,185 +5%
Invesco
13
Invesco
Georgia
$20.4M +$970K +206,956 +6%
Primecap Management
14
Primecap Management
California
$18.6M -$7.45M -1,590,900 -32%
Northern Trust
15
Northern Trust
Illinois
$18.3M +$971K +207,165 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$16.5M +$761K +162,412 +6%
Jane Street
17
Jane Street
New York
$15.2M +$12.2M +2,597,758 +1,796%
Allianz Asset Management
18
Allianz Asset Management
Germany
$13.1M +$4.57M +975,736 +70%
Barclays
19
Barclays
United Kingdom
$12.3M +$8.43M +1,799,397 +423%
Citadel Advisors
20
Citadel Advisors
Florida
$11.2M -$4.61M -984,858 -33%
PCM
21
PAR Capital Management
Massachusetts
$11.1M – – –
IIA
22
IPG Investment Advisors
California
$11M -$1.79M -382,195 -16%
Goldman Sachs
23
Goldman Sachs
New York
$10.9M -$2.49M -530,626 -21%
QOP
24
Quinn Opportunity Partners
Virginia
$10.3M +$6.93M +1,478,027 +385%
Principal Financial Group
25
Principal Financial Group
Iowa
$9.64M -$269K -57,354 -3%
1
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JBLU Hedge Fund Activity: Q4 2023 in Review

335 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JetBlue (JBLU) for Q4 2023, worth a combined $1.42B — up 29% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JBLU positions and 51 closed out — a net gain of 16 holders — while 118 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.3M. The largest seller was Wellington Management Group, cutting an estimated $11.1M.

  • 335 institutional investors held JetBlue (JBLU) as of Q4 2023, up from 322 in Q3 2023.
  • Funds reported $1.42B of JetBlue stock for Q4 2023, up 29% quarter-over-quarter.
  • 67 funds opened new JetBlue positions in Q4 2023 and 51 closed out, a net change of +16 holders.
  • The largest JetBlue buyer in Q4 2023 was Morgan Stanley, an estimated $34.3M added.
  • The largest JetBlue seller in Q4 2023 was Wellington Management Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2023.