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Johnson Controls International

707 hedge funds and large institutions have $17.9B invested in Johnson Controls International in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 239 increasing their positions, 300 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $59.6M | Put options by funds: $31.2M

3.32% less ownership

Funds ownership: 90.46%87.14% (-3.3%)

13% less funds holding

Funds holding: 814707 (-107)

20% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 300

37% less capital invested

Capital invested by funds: $28.4B → $17.9B (-$10.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

62% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 158

Holders
707
Holders Change
-107
Holders Change %
-13.14%
% of All Funds
15.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
60
Increased
239
Reduced
300
Closed
158
Calls
$59.6M
Puts
$31.2M
Net Calls
+$28.4M
Net Calls Change
-$31M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
551
FinTrust Capital Advisors
South Carolina
$52K -$30.7K -825 -30%
TCM
552
TD Capital Management
Tennessee
$51K
BEI
553
Benjamin Edwards Inc
Missouri
$51K +$70.8K +1,900 New
OIA
554
Optimum Investment Advisors
Illinois
$49K
BAM
555
Barrett Asset Management
New York
$48K
MA
556
MCF Advisors
Kentucky
$48K +$66.1K +1,774 New
CFO
557
CVA Family Office
Colorado
$47K +$65.2K +1,750 New
CWP
558
CFM Wealth Partners
Texas
$46K +$63.7K +1,710 New
JFGIW
559
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K +$3.73K +100 +7%
SBL
560
Sargent Bickham Lagudis
Colorado
$41K -$186 -5 -0.3%
CT
561
Caldwell Trust
Florida
$40.3K
AWM
562
AllSquare Wealth Management
New York
$38K
OC
563
Oakworth Capital
Alabama
$38K
PA
564
Procyon Advisors
Connecticut
$37K -$671 -18 -1%
TF
565
TimeScale Financial
Massachusetts
$36K
OSNBOA
566
Old Second National Bank of Aurora
Illinois
$35K
SIAS
567
Shine Investment Advisory Services
Colorado
$34K
PCM
568
Penserra Capital Management
California
$34K +$11.9K +320 +38%
AIM
569
AIA Investment Management
Singapore
$34K +$46.6K +1,252 New
NEIRG
570
New England Investment & Retirement Group
Massachusetts
$34K +$47.2K +1,267 New
FPB
571
First PREMIER Bank
South Dakota
$33K
NSIM
572
North Star Investment Management
Illinois
$33K
CIS
573
Capital International Sarl
California
$32K -$93.5K -2,511 -68%
CFG
574
Citizens Financial Group
Rhode Island
$32K -$10.4K -280 -19%
PA
575
Parallel Advisors
California
$30K -$69.1K -1,856 -62%

JCI Hedge Fund Activity: Q1 2020 in Review

707 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q1 2020, worth a combined $17.9B — down 37% from $28.4B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of JCI and 60 opened new positions — a net loss of 98 holders — while 300 trimmed existing stakes and 239 added.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Wellington Management Group, cutting an estimated $408M.

  • 707 institutional investors held Johnson Controls International (JCI) as of Q1 2020, down from 814 in Q4 2019.
  • Funds reported $17.9B of Johnson Controls International stock for Q1 2020, down 37% quarter-over-quarter.
  • 60 funds opened new Johnson Controls International positions in Q1 2020 and 158 closed out, a net change of -98 holders.
  • The largest Johnson Controls International buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest Johnson Controls International seller in Q1 2020 was Wellington Management Group, an estimated $408M sold.

Based on aggregated 13F filings for Q1 2020.