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Johnson Controls International

1,051 hedge funds and large institutions have $40.6B invested in Johnson Controls International in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 392 increasing their positions, 362 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 66

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

37% more call options, than puts

Call options by funds: $433M | Put options by funds: $316M

3% more funds holding

Funds holding: 1,0181,051 (+33)

8% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 362

1% more capital invested

Capital invested by funds: $40.2B → $40.6B (+$331M)

0.18% more ownership

Funds ownership: 90.4%90.58% (+0.18%)

Holders
1,051
Holders Change
+33
Holders Change %
+3.24%
% of All Funds
15.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
110
Increased
392
Reduced
362
Closed
66
Calls
$433M
Puts
$316M
Net Calls
+$117M
Net Calls Change
+$69.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
651
Insigneo Advisory Services
Florida
$353K +$26.1K +387 +8%
MFG
652
Merit Financial Group
Georgia
$351K +$28.4K +422 +9%
USCWA
653
U.S. Capital Wealth Advisors
Texas
$351K +$355K +5,276 New
SWP
654
Stratos Wealth Partners
Ohio
$350K -$65K -965 -15%
WDC
655
Woodward Diversified Capital
California
$346K +$8.08K +120 +2%
FLPIM
656
F.L. Putnam Investment Management
Massachusetts
$343K +$84.8K +1,260 +32%
CFP
657
Cypress Financial Planning
New Jersey
$340K +$2.69K +40 +0.8%
ACA
658
Aptus Capital Advisors
Alabama
$340K -$38.2K -568 -10%
RCM
659
Raleigh Capital Management
North Carolina
$338K +$12.3K +183 +4%
DAS
660
Dynamic Advisor Solutions
Arizona
$337K -$45.1K -670 -12%
PCS
661
Personal CFO Solutions
New Jersey
$334K +$9.63K +143 +3%
CIA
662
Concurrent Investment Advisors
Florida
$334K +$65.5K +973 +24%
VCA
663
Verdence Capital Advisors
Maryland
$332K -$26.2K -389 -7%
RMDI
664
R.M. Davis Inc
Maine
$332K -$7.41K -110 -2%
DAM
665
Diamant Asset Management
Connecticut
$332K
BFO
666
Boston Family Office
Massachusetts
$332K
CIA
667
Capital Investment Advisors
Georgia
$331K +$99K +1,471 +42%
PCG
668
Prosperity Consulting Group
Maryland
$330K +$9.15K +136 +3%
SPC
669
Sigma Planning Corp
Michigan
$328K +$3.1K +46 +0.9%
IFWM
670
Institute for Wealth Management
Colorado
$327K +$1.08K +16 +0.3%
VIM
671
VELA Investment Management
Ohio
$321K
BA
672
Bridgewater Associates
Connecticut
$319K -$2.18M -32,438 -87%
FFC
673
First Financial Corp
Indiana
$319K +$165K +2,446 +104%
CI
674
Conning Inc
Connecticut
$314K +$27K +401 +9%
SWM
675
SeaCrest Wealth Management
New York
$313K +$19.3K +286 +6%

JCI Hedge Fund Activity: Q2 2024 in Review

1,051 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q2 2024, worth a combined $40.6B — up 0.82% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new JCI positions and 66 closed out — a net gain of 44 holders — while 392 added to existing stakes and 362 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $359M. The largest seller was Massachusetts Financial Services, cutting an estimated $571M.

  • 1,051 institutional investors held Johnson Controls International (JCI) as of Q2 2024, up from 1,018 in Q1 2024.
  • Funds reported $40.6B of Johnson Controls International stock for Q2 2024, up 0.82% quarter-over-quarter.
  • 110 funds opened new Johnson Controls International positions in Q2 2024 and 66 closed out, a net change of +44 holders.
  • The largest Johnson Controls International buyer in Q2 2024 was Dodge & Cox, an estimated $359M added.
  • The largest Johnson Controls International seller in Q2 2024 was Massachusetts Financial Services, an estimated $571M sold.

Based on aggregated 13F filings for Q2 2024.