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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
SCM
576
Silvant Capital Management
Georgia
$27K +$11.6K +376 +92%
PIMG
577
Patriot Investment Management Group
Tennessee
$26.3K +$23.7K +771 New
THWM
578
Taylor Hoffman Wealth Management
Virginia
$26K +$23.1K +750 New
ZB
579
Zions Bancorporation
Utah
$25K -$4.43K -144 -16%
TIM
580
Tortoise Investment Management
New York
$25K
LWA
581
Lenox Wealth Advisors
New York
$25K +$22.8K +742 New
PMFA
582
Plante Moran Financial Advisors
Michigan
$24K +$523 +17 +2%
EP
583
Eudaimonia Partners
Tennessee
$24K +$21.9K +713 New
AWM
584
Apollon Wealth Management
South Carolina
$23K +$20.5K +665 New
AAM
585
Advisors Asset Management
Colorado
$22K -$8.98K -292 -32%
EW
586
Evoke Wealth
California
$22K -$8.8K -286 -31%
CI
587
CX Institutional
Indiana
$22K +$10.1K +327 +102%
BAM
588
Barrett Asset Management
New York
$21K -$35.6K -1,157 -65%
CFG
589
Citizens Financial Group
Rhode Island
$21K -$18.1K -589 -49%
ECM
590
Estabrook Capital Management
New York
$20.3K
SAM
591
S.A. Mason
Michigan
$19K -$6.15K -200 -26%
First Manhattan
592
First Manhattan
New York
$19K -$5.78K -188 -25%
WT
593
Washington Trust
Rhode Island
$18K
FHA
594
Flagship Harbor Advisors
Massachusetts
$18K +$92 +3 +0.6%
SFG
595
Sowa Financial Group
Rhode Island
$17K
FMII
596
Farmers & Merchants Investments Inc
Nebraska
$17K +$1.72K +56 +13%
RFA
597
Reilly Financial Advisors
California
$16K -$10.7K -347 -42%
FANJ
598
Financial Architects (New Jersey)
New Jersey
$16K -$1.35K -44 -8%
FRA
599
Front Row Advisors
California
$16K
POIA
600
Pin Oak Investment Advisors
Texas
$16K

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.