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Johnson Controls International

686 hedge funds and large institutions have $23.2B invested in Johnson Controls International in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 276 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $127M | Put options by funds: $63.9M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $17.9B → $23.2B (+$5.32B)

4.13% more ownership

Funds ownership: 87.14%91.27% (+4.1%)

3% less funds holding

Funds holding: 707686 (-21)

15% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 98

19% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 276

Holders
686
Holders Change
-21
Holders Change %
-2.97%
% of All Funds
14.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
83
Increased
223
Reduced
276
Closed
98
Calls
$127M
Puts
$63.9M
Net Calls
+$62.7M
Net Calls Change
+$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
526
MCF Advisors
Kentucky
$98K +$33.3K +1,084 +61%
Bessemer Group
527
Bessemer Group
New Jersey
$97K -$77.1K -2,505 -47%
SF
528
Synovus Financial
Georgia
$94K -$347K -11,279 -81%
CFA
529
Carroll Financial Associates
North Carolina
$93K +$15K +488 +22%
HIA
530
Harbor Investment Advisory
Maryland
$85K +$2.55K +83 +3%
IBOK
531
Independence Bank of Kentucky
Kentucky
$84K -$3.08K -100 -4%
WFMPM
532
Woodley Farra Manion Portfolio Management
Indiana
$79K
GRP
533
Global Retirement Partners
California
$77K -$5.84K -190 -8%
JCM
534
Jacobi Capital Management
Pennsylvania
$75K +$4.49K +146 +7%
PA
535
Parallel Advisors
California
$75K +$32.9K +1,068 +94%
RCC
536
Red Cedar Capital
Nebraska
$72K
CFO
537
CVA Family Office
Colorado
$68K +$7.29K +237 +14%
BEI
538
Benjamin Edwards Inc
Missouri
$65K
TCM
539
TD Capital Management
Tennessee
$65K
H
540
Hexavest
Quebec, Canada
$64K -$6.03K -196 -10%
Daiwa Securities Group
541
Daiwa Securities Group
Japan
$64K
WTC
542
WhitTier Trust Company
Nevada
$62K -$11.1K -360 -17%
CWP
543
CFM Wealth Partners
Texas
$58K
JFGIW
544
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55K
SBL
545
Sargent Bickham Lagudis
Colorado
$51K
CT
546
Caldwell Trust
Florida
$51K
AWM
547
AllSquare Wealth Management
New York
$49K
TPWA
548
TRUE Private Wealth Advisors
Oregon
$48K -$15.4K -500 -26%
OC
549
Oakworth Capital
Alabama
$48K
RIM
550
Rockbridge Investment Management
New York
$48K +$43.3K +1,408 New

JCI Hedge Fund Activity: Q2 2020 in Review

686 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q2 2020, worth a combined $23.2B — up 30% from $17.9B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of JCI and 83 opened new positions — a net loss of 15 holders — while 276 trimmed existing stakes and 223 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $481M. The largest seller was Citadel Advisors, cutting an estimated $197M.

  • 686 institutional investors held Johnson Controls International (JCI) as of Q2 2020, down from 707 in Q1 2020.
  • Funds reported $23.2B of Johnson Controls International stock for Q2 2020, up 30% quarter-over-quarter.
  • 83 funds opened new Johnson Controls International positions in Q2 2020 and 98 closed out, a net change of -15 holders.
  • The largest Johnson Controls International buyer in Q2 2020 was Capital Research Global Investors, an estimated $481M added.
  • The largest Johnson Controls International seller in Q2 2020 was Citadel Advisors, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2020.