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Johnson Controls International

686 hedge funds and large institutions have $23.2B invested in Johnson Controls International in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 276 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $127M | Put options by funds: $63.9M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $17.9B → $23.2B (+$5.32B)

4.13% more ownership

Funds ownership: 87.14%91.27% (+4.1%)

3% less funds holding

Funds holding: 707686 (-21)

15% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 98

19% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 276

Holders
686
Holders Change
-21
Holders Change %
-2.97%
% of All Funds
14.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
83
Increased
223
Reduced
276
Closed
98
Calls
$127M
Puts
$63.9M
Net Calls
+$62.7M
Net Calls Change
+$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DY
401
Dowling & Yahnke
California
$483K +$97.8K +3,179 +29%
SGI
402
Summit Global Investments
Utah
$482K +$434K +14,112 New
LNWWM
403
Laird Norton Wetherby Wealth Management
California
$476K -$28.3K -921 -6%
VI
404
Versor Investments
New York
$475K -$368K -11,977 -46%
WI
405
WrapManager Inc
California
$472K -$44.1K -1,434 -9%
BRWA
406
B. Riley Wealth Advisors
Florida
$470K -$12.4K -404 -3%
AP
407
Advisor Partners
California
$463K +$161K +5,240 +63%
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$461K -$285K -9,264 -41%
SM
409
Sciencast Management
New Jersey
$455K +$404K +13,144 New
BFIM
410
Beese Fulmer Investment Management
Ohio
$453K
CB
411
Commerce Bank
Missouri
$441K -$242K -7,875 -38%
MYAM
412
Meiji Yasuda Asset Management
Japan
$441K +$166K +5,380 +71%
SW
413
SteelPeak Wealth
California
$436K +$393K +12,783 New
BCM
414
Birmingham Capital Management
Alabama
$434K
S
415
SimplyRich
California
$426K +$388K +12,603 New
AB
416
Atlas Brown
Kentucky
$424K +$31 +1 +0%
FBFS
417
First Business Financial Services
Wisconsin
$423K +$38.9K +1,263 +11%
AIP
418
Ameritas Investment Partners
Nebraska
$417K -$20.4K -663 -5%
FCCM
419
First City Capital Management
Georgia
$412K +$25.9K +842 +8%
GIA
420
Gateway Investment Advisers
Ohio
$411K -$72.2K -2,347 -16%
FL
421
Fort LP
Maryland
$410K -$944K -30,678 -72%
AWM
422
Avior Wealth Management
Nebraska
$401K +$31.7K +1,030 +10%
HI
423
Horizon Investments
North Carolina
$397K +$118K +3,848 +49%
ABC
424
Associated Banc-Corp
Wisconsin
$395K -$33.9K -1,101 -9%
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$394K +$34.9K +1,133 +11%

JCI Hedge Fund Activity: Q2 2020 in Review

686 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q2 2020, worth a combined $23.2B — up 30% from $17.9B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of JCI and 83 opened new positions — a net loss of 15 holders — while 276 trimmed existing stakes and 223 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $481M. The largest seller was Citadel Advisors, cutting an estimated $197M.

  • 686 institutional investors held Johnson Controls International (JCI) as of Q2 2020, down from 707 in Q1 2020.
  • Funds reported $23.2B of Johnson Controls International stock for Q2 2020, up 30% quarter-over-quarter.
  • 83 funds opened new Johnson Controls International positions in Q2 2020 and 98 closed out, a net change of -15 holders.
  • The largest Johnson Controls International buyer in Q2 2020 was Capital Research Global Investors, an estimated $481M added.
  • The largest Johnson Controls International seller in Q2 2020 was Citadel Advisors, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2020.