We are live on ! Find out more
JCI icon

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
PI
326
Placemark Investments
Illinois
$3.06M -$54K -1,105 -2%
WGCA
327
Wolf Group Capital Advisors
Virginia
$3.03M +$167K +3,421 +6%
AMI
328
Amica Mutual Insurance
Rhode Island
$3.02M
WB
329
WesBanco Bank
West Virginia
$3.01M +$933K +19,100 +47%
LS
330
Livforsakringsbolaget Skandia
Sweden
$2.96M -$1.11M -22,634 -28%
ISL
331
Ingalls & Snyder LLC
New York
$2.93M -$1.86K -38 -0.1%
LMGAM
332
Liberty Mutual Group Asset Management
Massachusetts
$2.92M +$320K +6,552 +13%
OC
333
Oppenheimer & Co
New York
$2.92M +$279K +5,713 +11%
SAM
334
Securian Asset Management
Minnesota
$2.92M +$72.3K +1,480 +3%
PGFC
335
Peapack-Gladstone Financial Corp
New Jersey
$2.92M +$21.2K +434 +0.8%
WBC
336
Westpac Banking Corp
Australia
$2.91M -$70K -1,432 -2%
MI
337
Markston International
New York
$2.9M
BHWM
338
Bar Harbor Wealth Management
New Hampshire
$2.86M +$215K +4,395 +8%
HPC
339
HM Payson & Co
Maine
$2.85M +$131K +2,674 +5%
ECM
340
EagleClaw Capital Management
Massachusetts
$2.82M
SDIC
341
South Dakota Investment Council
South Dakota
$2.79M
BSPF
342
British Steel Pension Fund
United Kingdom
$2.79M
BNP Paribas Asset Management
343
BNP Paribas Asset Management
France
$2.78M -$311K -6,366 -10%
KAM
344
Keeley Asset Management
Illinois
$2.76M +$158K +3,237 +6%
ACM
345
Alethea Capital Management
Washington
$2.74M +$2.64M +54,099 New
DP
346
Dearborn Partners
Illinois
$2.72M -$226K -4,629 -8%
Jones Financial Companies
347
Jones Financial Companies
Missouri
$2.69M -$452K -9,247 -15%
CIBC Asset Management
348
CIBC Asset Management
Ontario, Canada
$2.69M -$763K -15,619 -23%
VDI
349
Vaughan David Investments
Illinois
$2.65M -$149K -3,054 -6%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$2.64M -$4.6M -94,090 -64%

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.