Johnson Controls International
1,002 hedge funds and large institutions have $35.5B invested in Johnson Controls International in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 322 increasing their positions, 380 reducing their positions, and 116 closing their positions.
306% more call options, than puts
Call options by funds: $567M | Put options by funds: $140M
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
41% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 116
11% more capital invested
Capital invested by funds: $31.9B → $35.5B (+$3.62B)
4% more funds holding
Funds holding: 965 → 1,002 (+37)
2.75% more ownership
Funds ownership: 87.84% → 90.59% (+2.8%)
15% less repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 380
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$600M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$552M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$215M |
| 4 |
JP Morgan Chase
New York
|
+$183M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$148M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$367M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
-$141M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$138M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$123M |
| 5 |
Amundi
Paris,
France
|
-$112M |
JCI Hedge Fund Activity: Q4 2023 in Review
1,002 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2023, worth a combined $35.5B — up 11% from $31.9B a quarter earlier.
Buyers outnumbered sellers: 164 funds opened new JCI positions and 116 closed out — a net gain of 48 holders — while 322 added to existing stakes and 380 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $600M. The largest seller was Massachusetts Financial Services, cutting an estimated $367M.
- 1,002 institutional investors held Johnson Controls International (JCI) as of Q4 2023, up from 965 in Q3 2023.
- Funds reported $35.5B of Johnson Controls International stock for Q4 2023, up 11% quarter-over-quarter.
- 164 funds opened new Johnson Controls International positions in Q4 2023 and 116 closed out, a net change of +48 holders.
- The largest Johnson Controls International buyer in Q4 2023 was Morgan Stanley, an estimated $600M added.
- The largest Johnson Controls International seller in Q4 2023 was Massachusetts Financial Services, an estimated $367M sold.
Based on aggregated 13F filings for Q4 2023.