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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
JSC
626
Jackson Square Capital
California
$9K -$8.09K -263 -50%
CA
627
Clearstead Advisors
Ohio
$9K
RCA
628
Ranch Capital Advisors
Florida
$9K
CFD
629
Creative Financial Designs
Indiana
$9K +$1.57K +51 +26%
AssetMark Inc
630
AssetMark Inc
California
$8K -$12.6K -408 -63%
DI
631
Disciplined Investments
Oklahoma
$8K
SCA
632
Stonebridge Capital Advisors
Minnesota
$8K
WCG
633
Weaver Consulting Group
California
$8K
FWM
634
Filbrandt Wealth Management
Wisconsin
$8K +$7.41K +241 New
FCA
635
FinTrust Capital Advisors
South Carolina
$7K -$53.2K -1,730 -90%
BCA
636
Berman Capital Advisors
Georgia
$7K -$26.3K -854 -79%
SWM
637
Sugarloaf Wealth Management
Georgia
$7K +$31 +1 +0.5%
ME
638
McIlrath & Eck
Washington
$7K +$62 +2 +1%
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$6K -$23.8K -773 -81%
SFSIG
640
San Francisco Sentry Investment Group
California
$6K -$3.42K -111 -38%
BAMG
641
Brand Asset Management Group
Missouri
$6K
DCM
642
Davis Capital Management
Florida
$6K
AF
643
Allworth Financial
California
$6K +$2.31K +75 +66%
PW
644
Price Wealth
Texas
$6K +$5.57K +181 New
CAL
645
Capital Advisors Ltd
Ohio
$5K
CCM
646
Cribstone Capital Management
Maine
$5K
LWANC
647
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
TF
648
Tompkins Financial
New York
$5K
BWA
649
Burt Wealth Advisors
Maryland
$4K
TL
650
TrueWealth LLC
Georgia
$4K

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.