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Johnson Controls International

751 hedge funds and large institutions have $22.3B invested in Johnson Controls International in 2013 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 258 increasing their positions, 277 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 33

36% more call options, than puts

Call options by funds: $206M | Put options by funds: $151M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

15% more capital invested

Capital invested by funds: $19.4B → $22.3B (+$2.88B)

11% more funds holding

Funds holding: 677751 (+74)

0.5% less ownership

Funds ownership: 75.69%75.19% (-0.5%)

7% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 277

Holders
751
Holders Change
+74
Holders Change %
+10.93%
% of All Funds
24.35%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.65%
New
112
Increased
258
Reduced
277
Closed
33
Calls
$206M
Puts
$151M
Net Calls
+$54.6M
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MWAC
526
Mariner Wealth Advisors (Cincinnati)
Ohio
$629K -$18.6K -440 -3%
VFS
527
VSR Financial Services
Kansas
$625K -$23K -543 -4%
CA
528
Cornerstone Advisors
North Carolina
$623K +$607K +14,325 New
RC
529
RegentAtlantic Capital
New Jersey
$618K -$180K -4,248 -23%
AIP
530
Ameritas Investment Partners
Nebraska
$604K +$590K +13,911 New
AB
531
Atlas Brown
Kentucky
$603K +$52.4K +1,237 +10%
BC
532
Bartlett & Co
Ohio
$601K -$243K -5,730 -29%
MNBTD
533
Moody National Bank Trust Division
Texas
$599K -$37.4K -883 -6%
CG
534
Clinton Group
New York
$597K +$582K +13,735 New
CCM
535
Cai Capital Management
New York
$594K -$1.8M -42,430 -76%
SOAMC
536
Spirit of America Management Corp
New York
$593K +$579K +13,657 New
FM
537
Foster & Motley
Ohio
$589K +$574K +13,550 New
OMCS
538
Old Mutual Customised Solutions
South Africa
$585K
WSA
539
Willow Street Advisors
Florida
$585K +$115K +2,722 +25%
TNBTD
540
Trustmark National Bank Trust Department
Mississippi
$584K -$25.3K -596 -4%
PP
541
Paloma Partners
Connecticut
$573K -$232K -5,463 -29%
WFM
542
Wilmington Funds Management
Delaware
$570K -$121K -2,865 -18%
ECM
543
Everence Capital Management
Indiana
$569K
TRIM
544
Thompson Rubinstein Investment Management
Oregon
$568K
TCT
545
TIAA CREF Trust
Missouri
$562K -$47K -1,109 -8%
LTFS
546
Ladenburg Thalmann Financial Services
Florida
$561K +$183K +4,310 +50%
AIM
547
Acropolis Investment Management
Missouri
$555K +$89K +2,101 +20%
WTIM
548
Wilmington Trust Investment Management
Delaware
$549K
SCM
549
Shelton Capital Management
Colorado
$549K +$235K +5,539 +78%
PAM
550
Paradigm Asset Management
New York
$535K +$522K +12,320 New

JCI Hedge Fund Activity: Q3 2013 in Review

751 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q3 2013, worth a combined $22.3B — up 15% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new JCI positions and 33 closed out — a net gain of 79 holders — while 258 added to existing stakes and 277 trimmed.

The largest buyer was Columbus Circle Investors, opening a new position worth an estimated $89.6M. The largest seller was Capital World Investors, cutting an estimated $456M.

  • 751 institutional investors held Johnson Controls International (JCI) as of Q3 2013, up from 677 in Q2 2013.
  • Funds reported $22.3B of Johnson Controls International stock for Q3 2013, up 15% quarter-over-quarter.
  • 112 funds opened new Johnson Controls International positions in Q3 2013 and 33 closed out, a net change of +79 holders.
  • The largest Johnson Controls International buyer in Q3 2013 was Columbus Circle Investors, an estimated $89.6M added.
  • The largest Johnson Controls International seller in Q3 2013 was Capital World Investors, an estimated $456M sold.

Based on aggregated 13F filings for Q3 2013.