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Johnson Controls International

737 hedge funds and large institutions have $30.7B invested in Johnson Controls International in 2019 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 195 increasing their positions, 347 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $172M | Put options by funds: $107M

1% more capital invested

Capital invested by funds: $30.4B → $30.7B (+$291M)

4% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 91

2% less funds holding

Funds holding: 751737 (-14)

8.95% less ownership

Funds ownership: 90.25%81.3% (-9%)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

44% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 347

Holders
737
Holders Change
-14
Holders Change %
-1.86%
% of All Funds
16.01%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.15%
New
87
Increased
195
Reduced
347
Closed
91
Calls
$172M
Puts
$107M
Net Calls
+$64.2M
Net Calls Change
-$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
651
Accurate Investment Solutions
Pennsylvania
$23K +$154 +4 +0.7%
LWM
652
Liberty Wealth Management
California
$22K -$769 -20 -4%
SCM
653
Silvant Capital Management
Georgia
$21K
FANJ
654
Financial Architects (New Jersey)
New Jersey
$20K -$486K -12,631 -96%
POIA
655
Pin Oak Investment Advisors
Texas
$20K
CYG
656
Clean Yield Group
Vermont
$20K +$18.5K +480 New
TC
657
Truvestments Capital
Florida
$19K -$19.2K -500 -53%
EFSCE
658
Enterprise Financial Services Corp (EFSC)
Missouri
$19K +$885 +23 +5%
NIM
659
NuWave Investment Management
New Jersey
$19K +$13.8K +359 +390%
RA
660
Rational Advisors
New York
$19K +$13.8K +359 +390%
RWA
661
Ropes Wealth Advisors
Massachusetts
$19K +$17K +442 +2,210%
FMII
662
Farmers & Merchants Investments Inc
Nebraska
$18K +$1.15K +30 +8%
LC
663
Lindbrook Capital
California
$18K +$2.19K +57 +15%
VCM
664
Versant Capital Management
Arizona
$17K -$7.5K -195 -32%
RTC
665
Riverview Trust Company
Washington
$17K -$2.31K -60 -13%
GWMIA
666
Global Wealth Management Investment Advisory
Florida
$17K +$577 +15 +4%
GAM
667
Gemmer Asset Management
California
$16K -$20.7K -538 -58%
VRM
668
Vectors Research Management
New York
$16K
LFG
669
LifePlan Financial Group
Ohio
$14K -$885 -23 -6%
PFSC
670
Peoples Financial Services Corp
Pennsylvania
$14K
FRA
671
Front Row Advisors
California
$13K +$192 +5 +2%
WB
672
Webster Bank
Connecticut
$12K -$1.65K -43 -13%
CTC
673
Central Trust Company
Missouri
$12K
WEC
674
Winslow Evans & Crocker
Massachusetts
$10K -$2.23K -58 -23%
ME
675
McIlrath & Eck
Washington
$10K

JCI Hedge Fund Activity: Q2 2019 in Review

737 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q2 2019, worth a combined $30.7B — up 0.96% from $30.4B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of JCI and 87 opened new positions — a net loss of 4 holders — while 347 trimmed existing stakes and 195 added.

The largest buyer was Capital International Investors, adding an estimated $347M. The largest seller was Davis Selected Advisers, cutting an estimated $468M.

  • 737 institutional investors held Johnson Controls International (JCI) as of Q2 2019, down from 751 in Q1 2019.
  • Funds reported $30.7B of Johnson Controls International stock for Q2 2019, up 0.96% quarter-over-quarter.
  • 87 funds opened new Johnson Controls International positions in Q2 2019 and 91 closed out, a net change of -4 holders.
  • The largest Johnson Controls International buyer in Q2 2019 was Capital International Investors, an estimated $347M added.
  • The largest Johnson Controls International seller in Q2 2019 was Davis Selected Advisers, an estimated $468M sold.

Based on aggregated 13F filings for Q2 2019.