We are live on ! Find out more
JCI icon

Johnson Controls International

707 hedge funds and large institutions have $17.9B invested in Johnson Controls International in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 239 increasing their positions, 300 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $59.6M | Put options by funds: $31.2M

3.32% less ownership

Funds ownership: 90.46%87.14% (-3.3%)

13% less funds holding

Funds holding: 814707 (-107)

20% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 300

37% less capital invested

Capital invested by funds: $28.4B → $17.9B (-$10.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

62% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 158

Holders
707
Holders Change
-107
Holders Change %
-13.14%
% of All Funds
15.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
60
Increased
239
Reduced
300
Closed
158
Calls
$59.6M
Puts
$31.2M
Net Calls
+$28.4M
Net Calls Change
-$31M
Name Holding Trade Value Shares
Change
Change in
Stake
UFF
726
USA Financial Formulas
Michigan
-$2.56M -62,883 Closed
Wolverine Trading
727
Wolverine Trading
Illinois
-$2.29M -61,484 Closed
PCM
728
Pinz Capital Management
New York
-$2.29M -56,300 Closed
EAM
729
Eventide Asset Management
Massachusetts
-$1.95M -47,800 Closed
FGP
730
Foyston, Gordon, & Payne
Ontario, Canada
-$1.89M -46,439 Closed
KOCAA
731
Knights of Columbus Asset Advisors
Connecticut
-$1.53M -41,088 Closed
CIBC World Market
732
CIBC World Market
Ontario, Canada
-$1.64M -40,270 Closed
SLG
733
Stanley-Laman Group
Pennsylvania
-$1.45M -35,550 Closed
William Blair & Company
734
William Blair & Company
Illinois
-$1.34M -33,004 Closed
NCM
735
Narwhal Capital Management
Georgia
-$1.14M -27,900 Closed
ADMI
736
Albert D. Mason Inc
Massachusetts
-$1.1M -27,092 Closed
BCM
737
Bayesian Capital Management
New York
-$940K -23,100 Closed
BCM
738
BlueCrest Capital Management
Jersey
-$936K -23,004 Closed
AC
739
Arjuna Capital
North Carolina
-$900K -22,099 Closed
BCM
740
Bluefin Capital Management
New York
-$831K -20,416 Closed
WA
741
Wheatland Advisors
Pennsylvania
-$783K -19,228 Closed
ZCA
742
Zeke Capital Advisors
Pennsylvania
-$780K -19,167 Closed
MHIC
743
Marble Harbor Investment Counsel
Massachusetts
-$745K -18,307 Closed
FC
744
FORA Capital
Florida
-$726K -17,832 Closed
IMRF
745
Illinois Municipal Retirement Fund
Illinois
-$714K -17,546 Closed
BBVA
746
Banco Bilbao Vizcaya Argentaria
Spain
-$713K -17,519 Closed
JIP
747
Jaffetilchin Investment Partners
Florida
-$695K -17,083 Closed
WPW
748
Waldron Private Wealth
Pennsylvania
-$615K -15,025 Closed
MFS
749
Monetta Financial Services
Illinois
-$611K -15,000 Closed
VWM
750
Venturi Wealth Management
Texas
-$585K -14,374 Closed

JCI Hedge Fund Activity: Q1 2020 in Review

707 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q1 2020, worth a combined $17.9B — down 37% from $28.4B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of JCI and 60 opened new positions — a net loss of 98 holders — while 300 trimmed existing stakes and 239 added.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Wellington Management Group, cutting an estimated $408M.

  • 707 institutional investors held Johnson Controls International (JCI) as of Q1 2020, down from 814 in Q4 2019.
  • Funds reported $17.9B of Johnson Controls International stock for Q1 2020, down 37% quarter-over-quarter.
  • 60 funds opened new Johnson Controls International positions in Q1 2020 and 158 closed out, a net change of -98 holders.
  • The largest Johnson Controls International buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest Johnson Controls International seller in Q1 2020 was Wellington Management Group, an estimated $408M sold.

Based on aggregated 13F filings for Q1 2020.