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Johnson Controls International

1,099 hedge funds and large institutions have $46.3B invested in Johnson Controls International in 2024 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 407 increasing their positions, 364 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 82

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

47% more call options, than puts

Call options by funds: $501M | Put options by funds: $340M

14% more capital invested

Capital invested by funds: $40.6B → $46.3B (+$5.69B)

12% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 364

5% more funds holding

Funds holding: 1,0501,099 (+49)

1.36% less ownership

Funds ownership: 90.58%89.21% (-1.4%)

Holders
1,099
Holders Change
+49
Holders Change %
+4.67%
% of All Funds
15.78%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
140
Increased
407
Reduced
364
Closed
82
Calls
$501M
Puts
$340M
Net Calls
+$161M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
CWC Advisors
Oregon
$892K +$806K +11,488 New
PP
527
Prudential plc
United Kingdom
$889K
GA
528
Goldstein Advisors
Wisconsin
$886K
BFIM
529
Beese Fulmer Investment Management
Ohio
$886K
BPA
530
Beacon Pointe Advisors
California
$884K +$30.4K +434 +4%
BCV
531
Banque Cantonale Vaudoise
Switzerland
$867K -$2.53M -36,031 -76%
CCM
532
Coldstream Capital Management
Washington
$862K +$93.1K +1,327 +14%
VA
533
Vident Advisory
Georgia
$862K +$48.2K +687 +7%
NWAG
534
Net Worth Advisory Group
Utah
$857K +$775K +11,046 New
Kovitz Investment Group Partners
535
Kovitz Investment Group Partners
Illinois
$857K +$224K +3,191 +17%
HWMO
536
Heritage Wealth Management (Ohio)
Ohio
$845K +$18.2K +260 +2%
FG
537
Foresight Group
United Kingdom
$830K -$147K -2,100 -13%
TIAA Trust, National Association
538
TIAA Trust, National Association
North Carolina
$824K -$42.5K -606 -5%
BCM
539
Birmingham Capital Management
Alabama
$823K
LOAMS
540
Lombard Odier Asset Management (Switzerland)
Switzerland
$812K +$734K +10,463 New
PM
541
Parametrica Management
Hong Kong
$799K +$722K +10,296 New
William Blair & Company
542
William Blair & Company
Illinois
$789K -$106K -1,512 -13%
EH
543
Equitable Holdings
New York
$788K +$47.7K +680 +7%
GI
544
GAMMA Investing
California
$783K +$157K +2,240 +29%
SDIC
545
South Dakota Investment Council
South Dakota
$780K
PTC
546
Philadelphia Trust Company
Pennsylvania
$780K +$705K +10,046 New
CCG
547
Ceeto Capital Group
Florida
$779K +$702K +10,000 New
PAA
548
Peregrine Asset Advisers
Oregon
$764K
LFAS
549
Level Four Advisory Services
Texas
$754K +$12.4K +177 +2%
MC
550
Matisse Capital
Oregon
$753K

JCI Hedge Fund Activity: Q3 2024 in Review

1,099 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q3 2024, worth a combined $46.3B — up 14% from $40.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new JCI positions and 82 closed out — a net gain of 58 holders — while 407 added to existing stakes and 364 trimmed.

The largest buyer was Bank of America, adding an estimated $490M. The largest seller was Wellington Management Group, cutting an estimated $444M.

  • 1,099 institutional investors held Johnson Controls International (JCI) as of Q3 2024, up from 1,050 in Q2 2024.
  • Funds reported $46.3B of Johnson Controls International stock for Q3 2024, up 14% quarter-over-quarter.
  • 140 funds opened new Johnson Controls International positions in Q3 2024 and 82 closed out, a net change of +58 holders.
  • The largest Johnson Controls International buyer in Q3 2024 was Bank of America, an estimated $490M added.
  • The largest Johnson Controls International seller in Q3 2024 was Wellington Management Group, an estimated $444M sold.

Based on aggregated 13F filings for Q3 2024.