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Johnson Controls International

1,099 hedge funds and large institutions have $46.3B invested in Johnson Controls International in 2024 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 407 increasing their positions, 364 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 82

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

47% more call options, than puts

Call options by funds: $501M | Put options by funds: $340M

14% more capital invested

Capital invested by funds: $40.6B → $46.3B (+$5.69B)

12% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 364

5% more funds holding

Funds holding: 1,0501,099 (+49)

1.36% less ownership

Funds ownership: 90.58%89.21% (-1.4%)

Holders
1,099
Holders Change
+49
Holders Change %
+4.67%
% of All Funds
15.78%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
140
Increased
407
Reduced
364
Closed
82
Calls
$501M
Puts
$340M
Net Calls
+$161M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BSTWA
626
Blake Schutter Theil Wealth Advisors
Ohio
$493K +$446K +6,350 New
GC
627
Gilbert & Cook
Iowa
$491K -$912 -13 -0.2%
LGF
628
LGT Group Foundation
Liechtenstein
$489K -$888K -12,663 -66%
KIM
629
Kestra Investment Management
Texas
$488K +$441K +6,288 New
MIM
630
Morningstar Investment Management
Illinois
$486K +$438K +6,250 New
CIA
631
Concurrent Investment Advisors
Florida
$486K +$87K +1,240 +25%
FCCM
632
First City Capital Management
Georgia
$485K -$8.77K -125 -2%
SI
633
Seeds Investor
New York
$484K -$213K -3,033 -33%
LJAC
634
L.J. Altfest & Co
New York
$481K -$1.68K -24 -0.4%
AFG
635
Atomi Financial Group
New York
$479K +$33.7K +481 +8%
FRA
636
Frank Rimerman Advisors
California
$473K +$14.1K +201 +3%
I
637
InceptionR
California
$470K +$425K +6,059 New
AWA
638
Arete Wealth Advisors
Illinois
$469K +$40.3K +574 +10%
9WM
639
9258 Wealth Management
Ohio
$465K -$117K -1,671 -22%
EFS
640
Essex Financial Services
Connecticut
$463K -$77.7K -1,108 -15%
CFB
641
Cullen/Frost Bankers
Texas
$461K -$15.3K -218 -4%
HW
642
Hancock Whitney
Mississippi
$458K -$140 -2 -0%
AWM
643
Avior Wealth Management
Nebraska
$457K +$1.12K +16 +0.3%
MIC
644
Meridian Investment Counsel
California
$454K -$37.2K -530 -8%
CFG
645
Cooper Financial Group
California
$452K +$408K +5,818 New
ZIMP
646
Zimmermann Investment Management & Planning
Pennsylvania
$445K -$22.9K -326 -5%
IAA
647
Independent Advisor Alliance
North Carolina
$445K -$809K -11,529 -67%
CFM
648
Catalyst Funds Management
Australia
$435K +$168K +2,400 +75%
BCM
649
Boltwood Capital Management
California
$433K -$29.8K -425 -7%
BFWM
650
Bright Futures Wealth Management
New York
$432K -$18.1K -258 -4%

JCI Hedge Fund Activity: Q3 2024 in Review

1,099 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q3 2024, worth a combined $46.3B — up 14% from $40.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new JCI positions and 82 closed out — a net gain of 58 holders — while 407 added to existing stakes and 364 trimmed.

The largest buyer was Bank of America, adding an estimated $490M. The largest seller was Wellington Management Group, cutting an estimated $444M.

  • 1,099 institutional investors held Johnson Controls International (JCI) as of Q3 2024, up from 1,050 in Q2 2024.
  • Funds reported $46.3B of Johnson Controls International stock for Q3 2024, up 14% quarter-over-quarter.
  • 140 funds opened new Johnson Controls International positions in Q3 2024 and 82 closed out, a net change of +58 holders.
  • The largest Johnson Controls International buyer in Q3 2024 was Bank of America, an estimated $490M added.
  • The largest Johnson Controls International seller in Q3 2024 was Wellington Management Group, an estimated $444M sold.

Based on aggregated 13F filings for Q3 2024.