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Johnson Controls International

751 hedge funds and large institutions have $31.5B invested in Johnson Controls International in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 229 increasing their positions, 322 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $235M | Put options by funds: $134M

28% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 60

8.81% more ownership

Funds ownership: 81.3%90.11% (+8.8%)

2% more funds holding

Funds holding: 737751 (+14)

2% more capital invested

Capital invested by funds: $30.7B → $31.5B (+$735M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 322

Holders
751
Holders Change
+14
Holders Change %
+1.9%
% of All Funds
16.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
77
Increased
229
Reduced
322
Closed
60
Calls
$235M
Puts
$134M
Net Calls
+$101M
Net Calls Change
+$37.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
676
Clean Yield Group
Vermont
$21K
FANJ
677
Financial Architects (New Jersey)
New Jersey
$21K
PCIA
678
Prime Capital Investment Advisors
Kansas
$21K +$20.2K +477 New
EFSCE
679
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
FMII
680
Farmers & Merchants Investments Inc
Nebraska
$19K
HIIFS
681
Harel Insurance Investments & Financial Services
Israel
$18K -$6.31K -149 -27%
SCM
682
Silvant Capital Management
Georgia
$18K -$3.81K -90 -18%
GWMIA
683
Global Wealth Management Investment Advisory
Florida
$18K -$635 -15 -4%
RTC
684
Riverview Trust Company
Washington
$18K
VCM
685
Versant Capital Management
Arizona
$18K
GAM
686
Gemmer Asset Management
California
$17K
VRM
687
Vectors Research Management
New York
$17K
CI
688
CX Institutional
Indiana
$16K -$26K -615 -62%
LFG
689
LifePlan Financial Group
Ohio
$15K
PFSC
690
Peoples Financial Services Corp
Pennsylvania
$15K
FRA
691
Front Row Advisors
California
$14K
CG
692
Cutler Group
California
$14K +$4.24K +100 +42%
CTC
693
Central Trust Company
Missouri
$13K
WB
694
Webster Bank
Connecticut
$13K
SCA
695
Stonebridge Capital Advisors
Minnesota
$12K -$19.4K -458 -62%
MRCM
696
M&R Capital Management
New Jersey
$12K +$7.07K +167 +150%
CAL
697
Capital Advisors Ltd
Ohio
$12K +$11.1K +263 New
SL
698
Salomon & Ludwin
Virginia
$11K
ME
699
McIlrath & Eck
Washington
$11K +$85 +2 +0.8%
ONST
700
Old North State Trust
North Carolina
$10K

JCI Hedge Fund Activity: Q3 2019 in Review

751 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q3 2019, worth a combined $31.5B — up 2.4% from $30.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JCI positions and 60 closed out — a net gain of 17 holders — while 229 added to existing stakes and 322 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $258M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $192M.

  • 751 institutional investors held Johnson Controls International (JCI) as of Q3 2019, up from 737 in Q2 2019.
  • Funds reported $31.5B of Johnson Controls International stock for Q3 2019, up 2.4% quarter-over-quarter.
  • 77 funds opened new Johnson Controls International positions in Q3 2019 and 60 closed out, a net change of +17 holders.
  • The largest Johnson Controls International buyer in Q3 2019 was Norges Bank, an estimated $258M added.
  • The largest Johnson Controls International seller in Q3 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2019.