We are live on ! Find out more
JCI icon

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
PA
551
Procyon Advisors
Connecticut
$47K
TF
552
TimeScale Financial
Massachusetts
$47K
TPCW
553
TD Private Client Wealth
New York
$46.5K +$23.4K +759 +126%
OSNBOA
554
Old Second National Bank of Aurora
Illinois
$45K
SIAS
555
Shine Investment Advisory Services
Colorado
$43K
NSIM
556
North Star Investment Management
Illinois
$42K
SIM
557
Sonora Investment Management
Arizona
$40K -$24.3K -789 -40%
KTC
558
Kistler-Tiffany Companies
Pennsylvania
$40K -$12K -390 -25%
GI
559
Gradient Investments
Minnesota
$39K +$8.58K +279 +32%
OIA
560
Optimum Investment Advisors
Illinois
$38K -$21.5K -700 -39%
LC
561
Lindbrook Capital
California
$38K +$1.72K +56 +5%
PCM
562
Penserra Capital Management
California
$37K -$1.54K -50 -4%
1IA
563
1834 Investment Advisors
Wisconsin
$35K
EIP
564
Ellis Investment Partners
Pennsylvania
$35K +$215 +7 +0.7%
AIM
565
Arcadia Investment Management
Michigan
$34K
RE
566
RBC Europe
United Kingdom
$33.1K
SNT
567
Security National Trust
West Virginia
$33K -$2.31K -75 -7%
GWM
568
Geneos Wealth Management
Colorado
$30K -$4.28K -139 -13%
JFA
569
JNBA Financial Advisors
Minnesota
$30K
BL
570
Balentine LLC
Georgia
$30K +$12.2K +398 +82%
AA
571
Ancora Advisors
Ohio
$30K +$23.1K +750 +625%
PG
572
Proffitt & Goodson
Tennessee
$29K
TFS
573
TrustCore Financial Services
Tennessee
$29K
PB
574
Pinnacle Bancorp
Nebraska
$28K
CFGS
575
Concourse Financial Group Securities
Alabama
$27K +$11.1K +360 +82%

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.