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Johnson Controls International

1,051 hedge funds and large institutions have $40.6B invested in Johnson Controls International in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 392 increasing their positions, 362 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 66

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

37% more call options, than puts

Call options by funds: $433M | Put options by funds: $316M

3% more funds holding

Funds holding: 1,0181,051 (+33)

8% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 362

1% more capital invested

Capital invested by funds: $40.2B → $40.6B (+$331M)

0.18% more ownership

Funds ownership: 90.4%90.58% (+0.18%)

Holders
1,051
Holders Change
+33
Holders Change %
+3.24%
% of All Funds
15.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
110
Increased
392
Reduced
362
Closed
66
Calls
$433M
Puts
$316M
Net Calls
+$117M
Net Calls Change
+$69.6M
Name Holding Trade Value Shares
Change
Change in
Stake
P
601
&Partners
Tennessee
$456K +$461K +6,854 New
BC
602
Barnett & Company
Tennessee
$455K
PAM
603
Panagora Asset Management
Massachusetts
$452K -$19M -282,634 -98%
TAM
604
Todd Asset Management
Kentucky
$452K -$1.01K -15 -0.2%
PWPS
605
Pinnacle Wealth Planning Services
Ohio
$451K -$10.3K -153 -2%
WPC
606
Wedmont Private Capital
Pennsylvania
$451K +$12.9K +192 +3%
NW
607
NewEdge Wealth
Pennsylvania
$445K +$10.4K +155 +2%
PVI
608
Pine Valley Investments
New Jersey
$442K -$24.4K -362 -5%
BSAM
609
Blue Square Asset Management
New York
$441K -$4.78K -71 -1%
WFS
610
Widmann Financial Services
Maryland
$438K +$147K +2,185 +50%
OIA
611
OneDigital Investment Advisors
Kansas
$437K +$32K +475 +8%
AC
612
Avestar Capital
New York
$434K -$367K -5,448 -45%
Focus Partners Wealth
613
Focus Partners Wealth
Massachusetts
$433K +$181K +2,682 +70%
SWA
614
Sax Wealth Advisors
New Jersey
$431K +$436K +6,483 New
BBHC
615
Brown Brothers Harriman & Co
New York
$429K +$1.01K +15 +0.2%
MIC
616
Meridian Investment Counsel
California
$424K
FCCM
617
First City Capital Management
Georgia
$423K -$93.7K -1,392 -18%
GC
618
Gilbert & Cook
Iowa
$422K -$38K -565 -8%
ATPW
619
Ashton Thomas Private Wealth
Arizona
$422K +$1.68K +25 +0.4%
LJAC
620
L.J. Altfest & Co
New York
$414K
CFB
621
Cullen/Frost Bankers
Texas
$410K +$2.96K +44 +0.7%
SEC
622
Seven Eight Capital
New York
$408K +$413K +6,140 New
WI
623
WrapManager Inc
California
$407K -$127K -1,881 -23%
ZIMP
624
Zimmermann Investment Management & Planning
Pennsylvania
$403K -$355K -5,273 -47%
VT
625
Vise Technologies
New York
$399K +$155K +2,305 +62%

JCI Hedge Fund Activity: Q2 2024 in Review

1,051 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q2 2024, worth a combined $40.6B — up 0.82% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new JCI positions and 66 closed out — a net gain of 44 holders — while 392 added to existing stakes and 362 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $359M. The largest seller was Massachusetts Financial Services, cutting an estimated $571M.

  • 1,051 institutional investors held Johnson Controls International (JCI) as of Q2 2024, up from 1,018 in Q1 2024.
  • Funds reported $40.6B of Johnson Controls International stock for Q2 2024, up 0.82% quarter-over-quarter.
  • 110 funds opened new Johnson Controls International positions in Q2 2024 and 66 closed out, a net change of +44 holders.
  • The largest Johnson Controls International buyer in Q2 2024 was Dodge & Cox, an estimated $359M added.
  • The largest Johnson Controls International seller in Q2 2024 was Massachusetts Financial Services, an estimated $571M sold.

Based on aggregated 13F filings for Q2 2024.