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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
GWMIA
626
Global Wealth Management Investment Advisory
Florida
$11K
HIIFS
627
Harel Insurance Investments & Financial Services
Israel
$11K
RTC
628
Riverview Trust Company
Washington
$11K
SCM
629
Silvant Capital Management
Georgia
$11K
CCM
630
Cox Capital Management
Massachusetts
$11K +$10.4K +280 New
CCA
631
Column Capital Advisors
Indiana
$10K
EARNEST Partners
632
EARNEST Partners
Georgia
$10K
SL
633
Savior LLC
Massachusetts
$10K
WEC
634
Winslow Evans & Crocker
Massachusetts
$10K
CAC
635
Certified Advisory Corp
Florida
$10K +$75 +2 +0.5%
CI
636
CX Institutional
Indiana
$9K -$1.97K -53 -14%
LFG
637
LifePlan Financial Group
Ohio
$9K
PFO
638
Pathstone Family Office
New Jersey
$9K +$12.9K +345 New
SFSIG
639
San Francisco Sentry Investment Group
California
$8K -$18.8K -504 -63%
CTC
640
Central Trust Company
Missouri
$8K
WB
641
Webster Bank
Connecticut
$8K
VFA
642
Valeo Financial Advisors
Indiana
$8K +$1.08K +29 +12%
PWMG
643
Prestige Wealth Management Group
New Jersey
$8K +$4.43K +119 +59%
GWS
644
Glassman Wealth Services
Virginia
$8K +$4.58K +123 +71%
EWM
645
EPG Wealth Management
Georgia
$8K +$8.57K +230 +333%
GCM
646
Gables Capital Management
Florida
$8K +$11.7K +315 New
VCM
647
Versant Capital Management
Arizona
$7K -$7.86K -211 -43%
SCA
648
Stonebridge Capital Advisors
Minnesota
$7K -$4.54K -122 -33%
DWM
649
Darwin Wealth Management
Florida
$7K +$9.69K +260 New
CA
650
Clearstead Advisors
Ohio
$7K +$10.2K +275 New

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.