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Johnson Controls International

1,197 hedge funds and large institutions have $47.6B invested in Johnson Controls International in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 428 increasing their positions, 393 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 77

17% more call options, than puts

Call options by funds: $346M | Put options by funds: $296M

9% more funds holding

Funds holding: 1,0991,197 (+98)

1.37% more ownership

Funds ownership: 89.21%90.58% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 393

3% more capital invested

Capital invested by funds: $46.3B → $47.6B (+$1.34B)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
1,197
Holders Change
+98
Holders Change %
+8.92%
% of All Funds
15.77%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
192
Increased
428
Reduced
393
Closed
77
Calls
$346M
Puts
$296M
Net Calls
+$50.4M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
676
Summit Trail Advisors
New York
$462K +$90.3K +1,126 +24%
MIC
677
Meridian Investment Counsel
California
$461K
HW
678
Hancock Whitney
Mississippi
$461K -$4.97K -62 -1%
WWM
679
Whalen Wealth Management
Nevada
$460K +$468K +5,829 New
KWM
680
Kingsview Wealth Management
Oregon
$457K +$27.9K +348 +6%
EFS
681
Essex Financial Services
Connecticut
$456K -$21.8K -272 -4%
IAS
682
Insigneo Advisory Services
Florida
$455K +$17.7K +221 +4%
HWAM
683
Hennion & Walsh Asset Management
New Jersey
$452K +$203K +2,533 +79%
Bank Julius Baer & Co
684
Bank Julius Baer & Co
Switzerland
$450K +$415K +5,170 New
USCWA
685
U.S. Capital Wealth Advisors
Texas
$450K +$32.8K +409 +8%
AW
686
Alteri Wealth
California
$448K +$455K +5,674 New
CFB
687
Cullen/Frost Bankers
Texas
$446K -$24.1K -300 -5%
QCG
688
Quadrant Capital Group
Ohio
$445K +$19.3K +240 +4%
BTI
689
Blue Trust Inc
Georgia
$444K -$260K -3,246 -37%
BA
690
Bridgewater Associates
Connecticut
$442K +$145K +1,810 +48%
WI
691
WrapManager Inc
California
$441K +$27.7K +345 +7%
IA
692
IFP Advisors
Florida
$440K +$81.4K +1,014 +22%
FLPIM
693
F.L. Putnam Investment Management
Massachusetts
$438K +$44.1K +550 +11%
SIA
694
Strategic Investment Advisors
Michigan
$429K -$80 -1 -0%
UB
695
Umpqua Bank
Oregon
$429K -$8.58K -107 -2%
HC
696
Henshaw Capital
Massachusetts
$426K
PAM
697
Parvin Asset Management
South Dakota
$423K +$430K +5,365 New
SW
698
SVB Wealth
Massachusetts
$422K +$429K +5,346 New
TBNY
699
Trustco Bank (New York)
New York
$421K -$13.4K -167 -3%
HEIP
700
Hudson Edge Investment Partners
New Jersey
$418K -$118K -1,469 -22%

JCI Hedge Fund Activity: Q4 2024 in Review

1,197 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2024, worth a combined $47.6B — up 2.9% from $46.3B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new JCI positions and 77 closed out — a net gain of 115 holders — while 428 added to existing stakes and 393 trimmed.

The largest buyer was Bank of America, adding an estimated $380M. The largest seller was Dodge & Cox, cutting an estimated $401M.

  • 1,197 institutional investors held Johnson Controls International (JCI) as of Q4 2024, up from 1,099 in Q3 2024.
  • Funds reported $47.6B of Johnson Controls International stock for Q4 2024, up 2.9% quarter-over-quarter.
  • 192 funds opened new Johnson Controls International positions in Q4 2024 and 77 closed out, a net change of +115 holders.
  • The largest Johnson Controls International buyer in Q4 2024 was Bank of America, an estimated $380M added.
  • The largest Johnson Controls International seller in Q4 2024 was Dodge & Cox, an estimated $401M sold.

Based on aggregated 13F filings for Q4 2024.