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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
CAM
676
Cidel Asset Management
Ontario, Canada
$310K
NAS
677
Nicolet Advisory Services
Wisconsin
$309K +$1.68K +25 +0.6%
FA
678
FDx Advisors
Illinois
$308K -$240K -3,564 -43%
FHA
679
First Horizon Advisors
Tennessee
$307K +$19.4K +288 +7%
FWM
680
Foguth Wealth Management
Michigan
$307K +$51K +757 +20%
RCAG
681
Rehmann Capital Advisory Group
Michigan
$302K -$24.4K -362 -7%
MMG
682
Monetary Management Group
Missouri
$299K -$16.8K -250 -5%
KA
683
Kearns & Associates
California
$299K
HPC
684
HM Payson & Co
Maine
$299K -$27.9K -414 -8%
IRC
685
Investors Research Corp
Georgia
$297K
TCA
686
Transcend Capital Advisors
New Jersey
$295K +$66.9K +994 +29%
IA
687
IFP Advisors
Florida
$291K +$6.87K +102 +2%
FAFN
688
First Affirmative Financial Network
Colorado
$290K +$4.71K +70 +2%
IWA
689
IVC Wealth Advisors
Pennsylvania
$289K +$2.56K +38 +0.9%
KWM
690
Kingsview Wealth Management
Oregon
$288K +$18.7K +278 +7%
OFS
691
OneAscent Financial Services
Alabama
$288K +$539 +8 +0.2%
NHC
692
Nicholas Hoffman & Company
Georgia
$287K
AF
693
Apexium Financial
Texas
$285K +$289K +4,293 New
CSA
694
Cottage Street Advisors
Massachusetts
$283K -$6.73K -100 -2%
SMA
695
Sage Mountain Advisors
Georgia
$283K +$286K +4,252 New
P
696
Pitcairn
Pennsylvania
$281K +$52.5K +780 +23%
SAM
697
Sompo Asset Management
Japan
$281K
VCM
698
Virtue Capital Management
Tennessee
$280K -$12.9K -191 -5%
CGL
699
Clarius Group LLC
Washington
$274K -$21.1K -313 -7%
PCM
700
Pointe Capital Management
Michigan
$274K +$13.5K +200 +5%

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.