Johnson Controls International
794 hedge funds and large institutions have $26.4B invested in Johnson Controls International in 2014 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 289 increasing their positions, 321 reducing their positions, and 80 closing their positions.
8% more capital invested
Capital invested by funds: $24.4B → $26.4B (+$1.95B)
1.62% more ownership
Funds ownership: 74.36% → 75.98% (+1.6%)
4% more call options, than puts
Call options by funds: $95.9M | Put options by funds: $91.9M
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
10% less repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 321
3% less funds holding
Funds holding: 815 → 794 (-21)
19% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$585M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$365M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$226M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$99.2M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$81.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$137M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$124M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$124M |
| 4 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
-$110M |
| 5 |
Axa
Paris,
France
|
-$104M |
JCI Hedge Fund Activity: Q2 2014 in Review
794 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q2 2014, worth a combined $26.4B — up 8% from $24.4B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of JCI and 65 opened new positions — a net loss of 15 holders — while 321 trimmed existing stakes and 289 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $585M. The largest seller was Fidelity Investments, cutting an estimated $137M.
- 794 institutional investors held Johnson Controls International (JCI) as of Q2 2014, down from 815 in Q1 2014.
- Funds reported $26.4B of Johnson Controls International stock for Q2 2014, up 8% quarter-over-quarter.
- 65 funds opened new Johnson Controls International positions in Q2 2014 and 80 closed out, a net change of -15 holders.
- The largest Johnson Controls International buyer in Q2 2014 was Barrow, Hanley, Mewhinney & Strauss, an estimated $585M added.
- The largest Johnson Controls International seller in Q2 2014 was Fidelity Investments, an estimated $137M sold.
Based on aggregated 13F filings for Q2 2014.