We are live on ! Find out more
JCI icon

Johnson Controls International

751 hedge funds and large institutions have $31.5B invested in Johnson Controls International in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 229 increasing their positions, 322 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $235M | Put options by funds: $134M

28% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 60

8.81% more ownership

Funds ownership: 81.3%90.11% (+8.8%)

2% more funds holding

Funds holding: 737751 (+14)

2% more capital invested

Capital invested by funds: $30.7B → $31.5B (+$735M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 322

Holders
751
Holders Change
+14
Holders Change %
+1.9%
% of All Funds
16.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
77
Increased
229
Reduced
322
Closed
60
Calls
$235M
Puts
$134M
Net Calls
+$101M
Net Calls Change
+$37.2M
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
626
1834 Investment Advisors
Wisconsin
$61K -$5.17K -122 -8%
TF
627
TimeScale Financial
Massachusetts
$60K
OSNBOA
628
Old Second National Bank of Aurora
Illinois
$58K -$5.08K -120 -8%
HI
629
Hudock Inc
Pennsylvania
$54K +$17.9K +423 +52%
NSIM
630
North Star Investment Management
Illinois
$54K +$52.1K +1,231 New
BAMG
631
Brand Asset Management Group
Missouri
$53K +$296 +7 +0.6%
ZB
632
Zions Bancorporation
Utah
$52K -$9.7K -229 -16%
CIA
633
CSat Investment Advisory
Michigan
$52K +$3.18K +75 +7%
RA
634
Rational Advisors
New York
$52K +$31.1K +735 +163%
FPS
635
Fieldpoint Private Securities
Connecticut
$51K -$16.9K -400 -26%
SIAS
636
Shine Investment Advisory Services
Colorado
$50K
JCM
637
Jacobi Capital Management
Pennsylvania
$49K +$42 +1 +0.1%
SNT
638
Security National Trust
West Virginia
$46K
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$46K +$4.02K +95 +10%
RE
640
RBC Europe
United Kingdom
$45.2K -$5.5K -130 -11%
SFSIG
641
San Francisco Sentry Investment Group
California
$44K -$1.14K -27 -3%
AIM
642
Arcadia Investment Management
Michigan
$44K
THWM
643
Taylor Hoffman Wealth Management
Virginia
$44K
BCA
644
Berman Capital Advisors
Georgia
$44K +$42 +1 +0.1%
TFS
645
TrustCore Financial Services
Tennessee
$42K
HFM
646
Harvest Fund Management
China
$41K
AIC
647
Ameritas Investment Company
Nebraska
$41K +$39.7K +937 New
PG
648
Proffitt & Goodson
Tennessee
$38K
RFA
649
Reilly Financial Advisors
California
$36K -$2.33K -55 -6%
PCM
650
Princeton Capital Management
New Jersey
$36K

JCI Hedge Fund Activity: Q3 2019 in Review

751 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q3 2019, worth a combined $31.5B — up 2.4% from $30.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JCI positions and 60 closed out — a net gain of 17 holders — while 229 added to existing stakes and 322 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $258M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $192M.

  • 751 institutional investors held Johnson Controls International (JCI) as of Q3 2019, up from 737 in Q2 2019.
  • Funds reported $31.5B of Johnson Controls International stock for Q3 2019, up 2.4% quarter-over-quarter.
  • 77 funds opened new Johnson Controls International positions in Q3 2019 and 60 closed out, a net change of +17 holders.
  • The largest Johnson Controls International buyer in Q3 2019 was Norges Bank, an estimated $258M added.
  • The largest Johnson Controls International seller in Q3 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2019.