We are live on ! Find out more
JCI icon

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
1IA
576
1834 Investment Advisors
Wisconsin
$28K -$9.54K -256 -20%
BCA
577
Berman Capital Advisors
Georgia
$28K -$969 -26 -2%
SNT
578
Security National Trust
West Virginia
$28K +$3.84K +103 +11%
LC
579
Lindbrook Capital
California
$28K +$12K +321 +44%
GWM
580
Geneos Wealth Management
Colorado
$27K -$288K -7,726 -88%
NFG
581
Next Financial Group
Texas
$27K -$5.4K -145 -13%
AIM
582
Arcadia Investment Management
Michigan
$27K
RE
583
RBC Europe
United Kingdom
$26.2K -$2.23K -60 -6%
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$26K -$6.56K -176 -16%
EIP
585
Ellis Investment Partners
Pennsylvania
$26K +$7.64K +205 +24%
KPW
586
Kore Private Wealth
New York
$26K +$12.3K +330 +51%
AAM
587
Advisors Asset Management
Colorado
$25K -$233K -6,255 -87%
CA
588
Centerpoint Advisors
Massachusetts
$25K +$34K +913 +15,217%
EW
589
Evoke Wealth
California
$24.8K -$105K -2,809 -75%
ZB
590
Zions Bancorporation
Utah
$24K -$6.93K -186 -17%
JFA
591
JNBA Financial Advisors
Minnesota
$24K
GI
592
Gradient Investments
Minnesota
$24K +$7.08K +190 +28%
TFS
593
TrustCore Financial Services
Tennessee
$23K -$3.84K -103 -11%
PG
594
Proffitt & Goodson
Tennessee
$23K
AIC
595
Ameritas Investment Company
Nebraska
$23K +$12.3K +330 +61%
PCMK
596
Paragon Capital Management (Kansas)
Kansas
$23K +$31.1K +835 New
RFA
597
Reilly Financial Advisors
California
$22K
PB
598
Pinnacle Bancorp
Nebraska
$22K +$31K +832 New
SAM
599
S.A. Mason
Michigan
$21K -$3.73K -100 -12%
First Manhattan
600
First Manhattan
New York
$20K -$67.6K -1,815 -71%

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.