We are live on ! Find out more
JCI icon

Johnson Controls International

758 hedge funds and large institutions have $24.5B invested in Johnson Controls International in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 189 increasing their positions, 350 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

402% more call options, than puts

Call options by funds: $194M | Put options by funds: $38.7M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 110

2% less funds holding

Funds holding: 771758 (-13)

3.33% less ownership

Funds ownership: 92.93%89.6% (-3.3%)

19% less capital invested

Capital invested by funds: $30.1B → $24.5B (-$5.6B)

46% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 350

Holders
758
Holders Change
-13
Holders Change %
-1.69%
% of All Funds
16.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
104
Increased
189
Reduced
350
Closed
110
Calls
$194M
Puts
$38.7M
Net Calls
+$156M
Net Calls Change
-$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
501
Osborne Partners Capital Management
California
$279K
NL
502
NWAM LLC
Washington
$278K +$1.32K +40 +0.4%
WIA
503
Wealthstreet Investment Advisors
Texas
$277K -$1.02M -31,034 -79%
VFPI
504
Vantage Financial Partners (Illinois)
Illinois
$270K -$241K -7,300 -45%
CBOA
505
Commonwealth Bank of Australia
Australia
$268K -$277K -8,389 -48%
DY
506
Dowling & Yahnke
California
$267K -$78.8K -2,388 -24%
HNB
507
Huntington National Bank
Ohio
$266K -$11.6K -353 -4%
CA
508
Cullinan Associates
Kentucky
$264K -$112K -3,400 -28%
PTC
509
Private Trust Company
Ohio
$264K +$29.1K +882 +11%
TBNY
510
Trustco Bank (New York)
New York
$263K +$292K +8,861 New
RIM
511
Rampart Investment Management
Connecticut
$261K -$166K -5,033 -36%
IA
512
IFP Advisors
Florida
$261K -$89.3K -2,707 -23%
QT
513
Quantamental Technologies
New York
$260K +$290K +8,780 New
PL
514
Perpetual Ltd
Australia
$257K
JHCP
515
Jackson Hole Capital Partners
Oklahoma
$256K +$285K +8,649 New
C
516
Cerebellum
California
$255K +$284K +8,611 New
GWM
517
Geneos Wealth Management
Colorado
$251K -$9.9K -300 -3%
DWM
518
Dakota Wealth Management
Florida
$251K +$25.7K +780 +10%
ZIC
519
ZWJ Investment Counsel
Georgia
$250K -$52.9K -1,602 -16%
AIM
520
Axiom Investment Management
New York
$250K +$278K +8,420 New
TRCT
521
Tower Research Capital (TRC)
New York
$248K -$824K -24,990 -75%
BAC
522
Boys Arnold & Co
North Carolina
$248K -$46K -1,395 -14%
SWP
523
Stratos Wealth Partners
Ohio
$247K +$29.6K +898 +12%
SOAMC
524
Spirit of America Management Corp
New York
$245K
MIC
525
Meridian Investment Counsel
California
$244K

JCI Hedge Fund Activity: Q4 2018 in Review

758 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2018, worth a combined $24.5B — down 19% from $30.1B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of JCI and 104 opened new positions — a net loss of 6 holders — while 350 trimmed existing stakes and 189 added.

The largest buyer was Dodge & Cox, adding an estimated $225M. The largest seller was T. Rowe Price Associates, cutting an estimated $354M.

  • 758 institutional investors held Johnson Controls International (JCI) as of Q4 2018, down from 771 in Q3 2018.
  • Funds reported $24.5B of Johnson Controls International stock for Q4 2018, down 19% quarter-over-quarter.
  • 104 funds opened new Johnson Controls International positions in Q4 2018 and 110 closed out, a net change of -6 holders.
  • The largest Johnson Controls International buyer in Q4 2018 was Dodge & Cox, an estimated $225M added.
  • The largest Johnson Controls International seller in Q4 2018 was T. Rowe Price Associates, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2018.