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Johnson Controls International

1,017 hedge funds and large institutions have $40.2B invested in Johnson Controls International in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 368 increasing their positions, 349 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 114

13% more capital invested

Capital invested by funds: $35.5B → $40.2B (+$4.69B)

2% more funds holding

Funds holding: 1,0011,017 (+16)

8% more call options, than puts

Call options by funds: $631M | Put options by funds: $584M

5% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 349

0.19% less ownership

Funds ownership: 90.59%90.4% (-0.19%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,017
Holders Change
+16
Holders Change %
+1.6%
% of All Funds
14.65%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
143
Increased
368
Reduced
349
Closed
114
Calls
$631M
Puts
$584M
Net Calls
+$47.9M
Net Calls Change
-$379M
Name Holding Trade Value Shares
Change
Change in
Stake
MGP
51
M&G plc
United Kingdom
$121M +$108M +1,860,733 New
N
52
Nuveen
North Carolina
$119M -$17.2M -295,951 -14%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$114M -$202K -3,474 -0.2%
Barclays
54
Barclays
United Kingdom
$111M +$2.05M +35,194 +2%
National Pension Service
55
National Pension Service
South Korea
$108M +$96.4M +1,654,311 New
PF
56
Phoenix Financial
Israel
$108M +$96M +1,647,550 New
Hudson Bay Capital Management
57
Hudson Bay Capital Management
Connecticut
$107M +$80.7M +1,385,000 +533%
CIC
58
Crawford Investment Counsel
Georgia
$106M +$1.89M +32,532 +2%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$103M +$58.6M +1,006,524 +179%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$100M -$2.23M -38,324 -2%
HF
61
HRT Financial
New York
$97.2M +$86.7M +1,488,043 New
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93.4M -$14.9M -256,558 -15%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$88.3M -$206M -3,544,275 -72%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$83.6M -$84.7M -1,453,745 -53%
CS
65
Credit Suisse
Switzerland
$82.5M +$1.83M +31,461 +3%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$81.8M -$672K -11,543 -0.9%
DC
67
Davenport & Co
Virginia
$81.8M +$71.6M +1,228,919 +4,783%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$74.4M +$973K +16,707 +1%
EIP
69
Epoch Investment Partners
New York
$73.8M +$591K +10,146 +0.9%
IG
70
ING Group
Netherlands
$70.6M +$47M +806,247 +294%
SAM
71
Storebrand Asset Management
Norway
$64.7M -$4.27M -73,249 -7%
M&T Bank
72
M&T Bank
New York
$63.1M +$4.55M +78,076 +9%
SAM
73
Silvercrest Asset Management
New York
$63.1M +$1.36M +23,324 +2%
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$62.2M -$47.3M -812,869 -46%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$61.9M -$1.32M -22,745 -2%

JCI Hedge Fund Activity: Q1 2024 in Review

1,017 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q1 2024, worth a combined $40.2B — up 13% from $35.5B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new JCI positions and 114 closed out — a net gain of 29 holders — while 368 added to existing stakes and 349 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $707M. The largest seller was Morgan Stanley, cutting an estimated $698M.

  • 1,017 institutional investors held Johnson Controls International (JCI) as of Q1 2024, up from 1,001 in Q4 2023.
  • Funds reported $40.2B of Johnson Controls International stock for Q1 2024, up 13% quarter-over-quarter.
  • 143 funds opened new Johnson Controls International positions in Q1 2024 and 114 closed out, a net change of +29 holders.
  • The largest Johnson Controls International buyer in Q1 2024 was Dodge & Cox, an estimated $707M added.
  • The largest Johnson Controls International seller in Q1 2024 was Morgan Stanley, an estimated $698M sold.

Based on aggregated 13F filings for Q1 2024.