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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
AA
651
Advisory Alpha
Michigan
$6.1K
WQ
652
Wealth Quarterback
New Jersey
$6.07K -$10.2K -275 -55%
IWP
653
IAG Wealth Partners
Wisconsin
$6K -$16.8K -451 -69%
DI
654
Disciplined Investments
Oklahoma
$6K
RCA
655
Ranch Capital Advisors
Florida
$6K
SWM
656
Sugarloaf Wealth Management
Georgia
$6K
WCG
657
Weaver Consulting Group
California
$6K
PCTC
658
Perkins Coie Trust Company
Washington
$6K +$373 +10 +5%
TFO
659
Tarbox Family Office
California
$6K +$1.38K +37 +19%
BAMG
660
Brand Asset Management Group
Missouri
$5K -$38.3K -1,028 -85%
CFD
661
Creative Financial Designs
Indiana
$5K -$7.6K -204 -50%
ME
662
McIlrath & Eck
Washington
$5K
LSA
663
Lion Street Advisors
Texas
$5K +$6.52K +175 New
MG
664
MilWealth Group
Wisconsin
$4.69K
SWA
665
Sutton Wealth Advisors
Florida
$4.29K +$3.84K +103 +184%
CAL
666
Capital Advisors Ltd
Ohio
$4K
CCM
667
Cribstone Capital Management
Maine
$4K
FFC
668
First Financial Corp
Indiana
$4K
LWANC
669
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
TF
670
Tompkins Financial
New York
$4K
AP
671
Atwood & Palmer
Missouri
$4K +$5.33K +143 New
DCM
672
Davis Capital Management
Florida
$4K +$6.11K +164 New
BWM
673
BerganKDV Wealth Management
Minnesota
$3K -$2.53K -68 -40%
AA
674
Ancora Advisors
Ohio
$3K
TL
675
TrueWealth LLC
Georgia
$3K

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.