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Johnson Controls International

737 hedge funds and large institutions have $30.7B invested in Johnson Controls International in 2019 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 195 increasing their positions, 347 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $172M | Put options by funds: $107M

1% more capital invested

Capital invested by funds: $30.4B → $30.7B (+$291M)

4% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 91

2% less funds holding

Funds holding: 751737 (-14)

8.95% less ownership

Funds ownership: 90.25%81.3% (-9%)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

44% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 347

Holders
737
Holders Change
-14
Holders Change %
-1.86%
% of All Funds
16.01%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.15%
New
87
Increased
195
Reduced
347
Closed
91
Calls
$172M
Puts
$107M
Net Calls
+$64.2M
Net Calls Change
-$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
526
Wealthstreet Investment Advisors
Texas
$242K -$75.4K -1,960 -25%
AIM
527
Aspen Investment Management
Michigan
$242K
SMH
528
Sanders Morris Harris
Texas
$242K +$223K +5,809 New
SS
529
Simplicity Solutions
Minnesota
$241K +$225K +5,846 New
HWA
530
Heritage Wealth Advisors
Virginia
$238K -$4K -104 -2%
CG
531
Caprock Group
Idaho
$233K +$215K +5,596 New
SC
532
Scotia Capital
Ontario, Canada
$232K -$126K -3,266 -37%
MWM
533
Mission Wealth Management
California
$231K +$4.27K +111 +2%
CCFM
534
Clear Creek Financial Management
Washington
$231K +$215K +5,578 New
BCP
535
Berkeley Capital Partners
Georgia
$230K +$214K +5,575 New
TIM
536
Thompson Investment Management
Wisconsin
$228K -$2.05M -53,395 -91%
JFGIW
537
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$227K -$38.5K -1,000 -15%
PAS
538
Park Avenue Securities
New York
$226K +$210K +5,468 New
CCA
539
Checchi Capital Advisers
California
$224K -$4.04K -105 -2%
GAM
540
Gould Asset Management
California
$224K
KMWM
541
Keudell/Morrison Wealth Management
Oregon
$223K -$17.3K -449 -8%
GCAC
542
Guardian Capital Advisors (Canada)
Ontario, Canada
$221K -$15.4K -400 -7%
RA
543
RFG Advisory
Alabama
$221K +$205K +5,334 New
CAI
544
Capital Advisors Inc
Oklahoma
$221K +$206K +5,345 New
YMRC
545
Yorktown Management & Research Company
Virginia
$219K -$1.08M -28,000 -84%
KIA
546
KCM Investment Advisors
California
$218K +$203K +5,269 New
FMLI
547
Fukoku Mutual Life Insurance
Japan
$216K
ECM
548
EagleClaw Capital Management
Massachusetts
$214K -$230K -5,970 -53%
SRAM
549
Stone Ridge Asset Management
New York
$214K +$199K +5,170 New
SWM
550
SeaCrest Wealth Management
New York
$211K -$423 -11 -0.2%

JCI Hedge Fund Activity: Q2 2019 in Review

737 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q2 2019, worth a combined $30.7B — up 0.96% from $30.4B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of JCI and 87 opened new positions — a net loss of 4 holders — while 347 trimmed existing stakes and 195 added.

The largest buyer was Capital International Investors, adding an estimated $347M. The largest seller was Davis Selected Advisers, cutting an estimated $468M.

  • 737 institutional investors held Johnson Controls International (JCI) as of Q2 2019, down from 751 in Q1 2019.
  • Funds reported $30.7B of Johnson Controls International stock for Q2 2019, up 0.96% quarter-over-quarter.
  • 87 funds opened new Johnson Controls International positions in Q2 2019 and 91 closed out, a net change of -4 holders.
  • The largest Johnson Controls International buyer in Q2 2019 was Capital International Investors, an estimated $347M added.
  • The largest Johnson Controls International seller in Q2 2019 was Davis Selected Advisers, an estimated $468M sold.

Based on aggregated 13F filings for Q2 2019.