We are live on ! Find out more
JCI icon

Johnson Controls International

822 hedge funds and large institutions have $25.4B invested in Johnson Controls International in 2014 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 279 increasing their positions, 342 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 59

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

9% more capital invested

Capital invested by funds: $23.3B → $25.4B (+$2.04B)

3% more funds holding

Funds holding: 800822 (+22)

0.93% less ownership

Funds ownership: 76.19%75.27% (-0.93%)

18% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 342

23% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $88.2M

Holders
822
Holders Change
+22
Holders Change %
+2.75%
% of All Funds
21.92%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
91
Increased
279
Reduced
342
Closed
59
Calls
$67.8M
Puts
$88.2M
Net Calls
-$20.4M
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
526
Provident Trust Company
Wisconsin
$773K
SACTSONJ
527
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$770K
Thrivent Financial for Lutherans
528
Thrivent Financial for Lutherans
Minnesota
$761K
QT
529
Quantbot Technologies
New York
$757K +$731K +14,958 New
RJFSA
530
Raymond James Financial Services Advisors
Florida
$754K +$5.86K +120 +0.8%
TFF
531
Timothy F. Fidgeon
$748K +$26.8K +549 +4%
PA
532
Pinnacle Associates
New York
$743K +$61.1K +1,251 +9%
FTI
533
Fiduciary Trust International
Massachusetts
$740K -$15.1K -310 -2%
EHC
534
Everett Harris & Co
California
$725K -$18.8K -384 -3%
AAS
535
Annex Advisory Services
Wisconsin
$721K -$608K -12,445 -47%
TCT
536
TIAA CREF Trust
Missouri
$717K -$1.37K -28 -0.2%
CIC
537
Crawford Investment Counsel
Georgia
$710K -$6.4K -131 -0.9%
GT
538
Glenview Trust
Kentucky
$703K +$679K +13,894 New
FT
539
Fiduciary Trust
Massachusetts
$697K -$4.2K -86 -0.6%
EOJOAM
540
E. Ohman J:or Asset Management
Sweden
$692K
MVA
541
Mount Vernon Associates
Maryland
$691K +$37.3K +764 +6%
PAM
542
PartnerRe Asset Management
Connecticut
$686K +$93.3K +1,909 +16%
Truist Financial
543
Truist Financial
North Carolina
$684K -$97K -1,984 -13%
CI
544
Capital International
California
$682K -$1.44M -29,509 -69%
DADC
545
D.A. Davidson & Co
Montana
$680K +$83.8K +1,714 +15%
DIA
546
Denver Investment Advisors
Colorado
$667K +$244 +5 +0%
HFS
547
HL Financial Services
Kentucky
$664K -$331K -6,781 -34%
VRS
548
Virginia Retirement Systems
Virginia
$663K +$2.15K +44 +0.3%
TMC
549
Trellus Management Company
Florida
$662K +$639K +13,084 New
TRIM
550
Thompson Rubinstein Investment Management
Oregon
$661K

JCI Hedge Fund Activity: Q4 2014 in Review

822 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2014, worth a combined $25.4B — up 8.7% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new JCI positions and 59 closed out — a net gain of 32 holders — while 279 added to existing stakes and 342 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $205M. The largest seller was Capital World Investors, cutting an estimated $374M.

  • 822 institutional investors held Johnson Controls International (JCI) as of Q4 2014, up from 800 in Q3 2014.
  • Funds reported $25.4B of Johnson Controls International stock for Q4 2014, up 8.7% quarter-over-quarter.
  • 91 funds opened new Johnson Controls International positions in Q4 2014 and 59 closed out, a net change of +32 holders.
  • The largest Johnson Controls International buyer in Q4 2014 was JP Morgan Chase, an estimated $205M added.
  • The largest Johnson Controls International seller in Q4 2014 was Capital World Investors, an estimated $374M sold.

Based on aggregated 13F filings for Q4 2014.