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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
EFSCE
651
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$708 +23 +26%
EI
652
Ellevest Inc
New York
$4K +$3.23K +105 New
KWM
653
Keebeck Wealth Management
Illinois
$4K +$4.06K +132 New
DSC
654
Duncker Streett & Co
Missouri
$3K -$19.1K -620 -87%
RDWM
655
Red Door Wealth Management
Tennessee
$3K
SIC
656
Salem Investment Counselors
North Carolina
$3K
TAIM
657
TD Ameritrade Investment Management
Nebraska
$3K
TCM
658
Tradewinds Capital Management
Washington
$3K
VNA
659
Valley National Advisers
Pennsylvania
$3K
WAMC
660
Western Asset Management Company
California
$3K +$2.4K +78 New
SWA
661
Sutton Wealth Advisors
Florida
$2.36K -$2.77K -90 -57%
LWM
662
Liberty Wealth Management
California
$2K -$15.4K -502 -91%
BWM
663
BerganKDV Wealth Management
Minnesota
$2K -$1.51K -49 -49%
LFG
664
Larson Financial Group
Missouri
$2K
LF
665
Lee Financial
Texas
$2K
MCM
666
Manchester Capital Management
Vermont
$2K
MF
667
Manchester Financial
California
$2K
OAJ
668
Ogorek Anthony Joseph
New York
$2K
EWA
669
Evolution Wealth Advisors
Florida
$2K +$1.94K +63 New
WPA
670
West Paces Advisors
Georgia
$1.54K
JG
671
Jefferies Group
New York
$1.04K -$965K -31,358 -51%
FFC
672
First Financial Corp
Indiana
$1K -$3.23K -105 -76%
RWA
673
Ropes Wealth Advisors
Massachusetts
$1K -$2.65K -86 -81%
BWM
674
Baystate Wealth Management
Massachusetts
$1K
BFC
675
Bedel Financial Consulting
Indiana
$1K

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.