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Johnson Controls International

822 hedge funds and large institutions have $25.4B invested in Johnson Controls International in 2014 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 279 increasing their positions, 342 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 59

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

9% more capital invested

Capital invested by funds: $23.3B → $25.4B (+$2.04B)

3% more funds holding

Funds holding: 800822 (+22)

0.93% less ownership

Funds ownership: 76.19%75.27% (-0.93%)

18% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 342

23% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $88.2M

Holders
822
Holders Change
+22
Holders Change %
+2.75%
% of All Funds
21.92%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
91
Increased
279
Reduced
342
Closed
59
Calls
$67.8M
Puts
$88.2M
Net Calls
-$20.4M
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
226
BB&T Securities
Virginia
$5.96M +$211K +4,320 +58%
KFS
227
Kurt F. Somerville
$5.94M +$2.27M +46,361 +65%
First Trust Advisors
228
First Trust Advisors
Illinois
$5.93M -$7.25M -148,276 -56%
NLGIA
229
Nippon Life Global Investors Americas
New York
$5.88M +$210K +4,288 +4%
COPPSERS
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.88M -$27.5K -563 -0.5%
CANC
231
Culbertson A N & Co
Virginia
$5.87M -$86.6K -1,772 -2%
1IA
232
1834 Investment Advisors
Wisconsin
$5.85M -$330K -6,746 -6%
Commonwealth Equity Services
233
Commonwealth Equity Services
Massachusetts
$5.8M +$191K +3,918 +4%
SCM
234
SKBA Capital Management
California
$5.79M +$2.61M +53,308 +87%
FP
235
Foundry Partners
Minnesota
$5.74M -$280K -5,721 -5%
BCM
236
Birmingham Capital Management
Alabama
$5.74M -$2.1K -43 -0%
M&T Bank
237
M&T Bank
New York
$5.66M -$73.5K -1,503 -1%
IIA
238
IPG Investment Advisors
California
$5.65M
PAM
239
Panagora Asset Management
Massachusetts
$5.63M -$647K -13,242 -11%
BBA
240
BLB&B Advisors
Pennsylvania
$5.59M +$106K +2,159 +2%
NSAM
241
North Star Asset Management
Wisconsin
$5.56M +$1.86K +38 +0%
LBC
242
Lowe Brockenbrough & Co
Virginia
$5.56M -$85.2K -1,743 -2%
URS
243
Utah Retirement Systems
Utah
$5.55M
FM
244
Foster & Motley
Ohio
$5.4M +$277K +5,678 +6%
CCM
245
Cadence Capital Management
Massachusetts
$5.34M +$5.15M +105,467 New
LG
246
LaFleur & Godfrey
Michigan
$5.33M -$14K -287 -0.3%
GH
247
GAM Holding
Switzerland
$5.33M -$540K -11,050 -10%
AAM
248
Autus Asset Management
Arizona
$5.32M
AA
249
Apriem Advisors
California
$5.29M +$38.2K +782 +0.8%
ProShare Advisors
250
ProShare Advisors
Maryland
$5.27M +$369K +7,544 +8%

JCI Hedge Fund Activity: Q4 2014 in Review

822 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2014, worth a combined $25.4B — up 8.7% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new JCI positions and 59 closed out — a net gain of 32 holders — while 279 added to existing stakes and 342 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $205M. The largest seller was Capital World Investors, cutting an estimated $374M.

  • 822 institutional investors held Johnson Controls International (JCI) as of Q4 2014, up from 800 in Q3 2014.
  • Funds reported $25.4B of Johnson Controls International stock for Q4 2014, up 8.7% quarter-over-quarter.
  • 91 funds opened new Johnson Controls International positions in Q4 2014 and 59 closed out, a net change of +32 holders.
  • The largest Johnson Controls International buyer in Q4 2014 was JP Morgan Chase, an estimated $205M added.
  • The largest Johnson Controls International seller in Q4 2014 was Capital World Investors, an estimated $374M sold.

Based on aggregated 13F filings for Q4 2014.