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Johnson Controls International

1,099 hedge funds and large institutions have $46.3B invested in Johnson Controls International in 2024 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 407 increasing their positions, 364 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 82

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

47% more call options, than puts

Call options by funds: $501M | Put options by funds: $340M

14% more capital invested

Capital invested by funds: $40.6B → $46.3B (+$5.69B)

12% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 364

5% more funds holding

Funds holding: 1,0501,099 (+49)

1.36% less ownership

Funds ownership: 90.58%89.21% (-1.4%)

Holders
1,099
Holders Change
+49
Holders Change %
+4.67%
% of All Funds
15.78%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
140
Increased
407
Reduced
364
Closed
82
Calls
$501M
Puts
$340M
Net Calls
+$161M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$4.88M +$861K +12,275 +24%
AI
277
Atria Investments
North Carolina
$4.88M -$134K -1,909 -3%
SWM
278
Scissortail Wealth Management
Oklahoma
$4.85M -$4.25M -60,558 -99%
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$4.82M +$29.8K +425 +0.7%
ITC
280
Inspire Trust Company
Nevada
$4.81M +$1.12M +16,000 +35%
Pacer Advisors
281
Pacer Advisors
Pennsylvania
$4.79M +$289K +4,117 +7%
Pathstone Holdings
282
Pathstone Holdings
New Jersey
$4.75M +$99K +1,411 +2%
AOWM
283
Alpha Omega Wealth Management
Virginia
$4.66M -$87.3K -1,244 -2%
NFC
284
Northeast Financial Consultants
Connecticut
$4.66M
JCA
285
Jade Capital Advisors
New Jersey
$4.66M +$2.81M +40,000 +200%
OQS
286
Occudo Quantitative Strategies
Florida
$4.57M +$4.13M +58,885 New
AC
287
Albar Capital
United Kingdom
$4.53M +$4.1M +58,424 New
Nordea Investment Management
288
Nordea Investment Management
Sweden
$4.48M -$80.3K -1,144 -2%
CFCI
289
Comprehensive Financial Consultants Institutional
Indiana
$4.47M +$91.2K +1,300 +2%
OPERF
290
Oregon Public Employees Retirement Fund
Oregon
$4.44M -$47.7K -680 -1%
TI
291
Tidal Investments
Wisconsin
$4.42M -$206K -2,931 -5%
Cerity Partners
292
Cerity Partners
New York
$4.39M +$1.05M +14,925 +36%
CM
293
Crestline Management
Texas
$4.38M +$3.96M +56,494 New
LSA
294
L & S Advisors
California
$4.35M +$3.93M +56,052 New
Rafferty Asset Management
295
Rafferty Asset Management
New York
$4.35M -$143K -2,043 -4%
AWM
296
AE Wealth Management
Kansas
$4.32M +$110K +1,561 +3%
HF
297
HRT Financial
New York
$4.29M -$6.76M -96,304 -64%
GMA
298
Glassy Mountain Advisors
Maryland
$4.25M +$207K +2,948 +6%
HCM
299
Hengehold Capital Management
Ohio
$4.23M +$141K +2,015 +4%
GIBU
300
Gulf International Bank (UK)
United Kingdom
$4.21M -$163K -2,329 -4%

JCI Hedge Fund Activity: Q3 2024 in Review

1,099 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q3 2024, worth a combined $46.3B — up 14% from $40.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new JCI positions and 82 closed out — a net gain of 58 holders — while 407 added to existing stakes and 364 trimmed.

The largest buyer was Bank of America, adding an estimated $490M. The largest seller was Wellington Management Group, cutting an estimated $444M.

  • 1,099 institutional investors held Johnson Controls International (JCI) as of Q3 2024, up from 1,050 in Q2 2024.
  • Funds reported $46.3B of Johnson Controls International stock for Q3 2024, up 14% quarter-over-quarter.
  • 140 funds opened new Johnson Controls International positions in Q3 2024 and 82 closed out, a net change of +58 holders.
  • The largest Johnson Controls International buyer in Q3 2024 was Bank of America, an estimated $490M added.
  • The largest Johnson Controls International seller in Q3 2024 was Wellington Management Group, an estimated $444M sold.

Based on aggregated 13F filings for Q3 2024.