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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
WAS
601
Winch Advisory Services
Wisconsin
$16K +$31 +1 +0.2%
VFA
602
Valeo Financial Advisors
Indiana
$16K +$5.78K +188 +70%
GAM
603
Gemmer Asset Management
California
$15K -$892 -29 -6%
KPW
604
Kore Private Wealth
New York
$14K -$16.9K -550 -56%
GWMIA
605
Global Wealth Management Investment Advisory
Florida
$14K
RTC
606
Riverview Trust Company
Washington
$14K
DAM
607
Delta Asset Management
Tennessee
$13K -$3.08K -100 -21%
VRM
608
Vectors Research Management
New York
$13K -$2.55K -83 -18%
TWA
609
TCI Wealth Advisors
Arizona
$13K -$615 -20 -5%
SL
610
Savior LLC
Massachusetts
$13K
CAC
611
Certified Advisory Corp
Florida
$13K +$92 +3 +0.8%
CCA
612
Column Capital Advisors
Indiana
$13K +$308 +10 +3%
EARNEST Partners
613
EARNEST Partners
Georgia
$12K
PFO
614
Pathstone Family Office
New Jersey
$12K
WEC
615
Winslow Evans & Crocker
Massachusetts
$12K +$2.15K +70 +26%
TFA
616
Transamerica Financial Advisors
Florida
$12K +$10.1K +328 New
TH
617
TCTC Holdings
Texas
$12K +$10.6K +343 New
LFG
618
LifePlan Financial Group
Ohio
$11K
PWMG
619
Prestige Wealth Management Group
New Jersey
$10K -$523 -17 -5%
CTC
620
Central Trust Company
Missouri
$10K
WB
621
Webster Bank
Connecticut
$10K
VCM
622
Versant Capital Management
Arizona
$10K +$892 +29 +10%
TFO
623
Tarbox Family Office
California
$10K +$1.88K +61 +27%
VWM
624
Venturi Wealth Management
Texas
$10K +$9.23K +300 New
GEA
625
Glen Eagle Advisors
New Jersey
$9.76K +$8.8K +286 New

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.