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Johnson Controls International

867 hedge funds and large institutions have $38.2B invested in Johnson Controls International in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 251 increasing their positions, 341 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

434% more call options, than puts

Call options by funds: $234M | Put options by funds: $43.8M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

79% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 70

25% more capital invested

Capital invested by funds: $30.6B → $38.2B (+$7.62B)

6% more funds holding

Funds holding: 820867 (+47)

0.12% more ownership

Funds ownership: 88.98%89.1% (+0.12%)

26% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 341

Holders
867
Holders Change
+47
Holders Change %
+5.73%
% of All Funds
15.22%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.16%
New
125
Increased
251
Reduced
341
Closed
70
Calls
$234M
Puts
$43.8M
Net Calls
+$190M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
726
Allred Capital Management
Texas
$53.4K +$49.2K +895 New
JFA
727
JNBA Financial Advisors
Minnesota
$53K
TLCM
728
Twin Lakes Capital Management
California
$51K +$46.6K +847 New
CFGS
729
Concourse Financial Group Securities
Alabama
$50K
TFS
730
TrustCore Financial Services
Tennessee
$50K
SCM
731
Silvant Capital Management
Georgia
$47K
BAM
732
Barrett Asset Management
New York
$46K +$8.52K +155 +25%
FRA
733
Front Row Advisors
California
$45K -$495 -9 -1%
NFG
734
Next Financial Group
Texas
$44K +$5.33K +97 +15%
TIM
735
Tortoise Investment Management
New York
$43K
Loomis, Sayles & Company
736
Loomis, Sayles & Company
Massachusetts
$42K -$14.4K -262 -27%
TF
737
TimeScale Financial
Massachusetts
$41K
GWS
738
Glassman Wealth Services
Virginia
$41K +$2.14K +39 +6%
IAIM
739
International Assets Investment Management
Florida
$40K
BFG
740
Baron Financial Group
New Jersey
$38.2K -$1.92K -35 -5%
TWA
741
TCI Wealth Advisors
Arizona
$38K +$13K +237 +58%
AA
742
Ancora Advisors
Ohio
$37K
TPCW
743
TD Private Client Wealth
New York
$36.5K -$440 -8 -1%
Jones Financial Companies
744
Jones Financial Companies
Missouri
$36K -$3.24K -59 -9%
OSNBOA
745
Old Second National Bank of Aurora
Illinois
$36K
ECM
746
Estabrook Capital Management
New York
$35.6K
SIM
747
Sonora Investment Management
Arizona
$33K
NICM
748
Neo Ivy Capital Management
New York
$33K +$30.8K +560 New
WT
749
Washington Trust
Rhode Island
$32K
WAS
750
Winch Advisory Services
Wisconsin
$32K

JCI Hedge Fund Activity: Q1 2021 in Review

867 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q1 2021, worth a combined $38.2B — up 25% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new JCI positions and 70 closed out — a net gain of 55 holders — while 251 added to existing stakes and 341 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1B. The largest seller was Capital Research Global Investors, cutting an estimated $723M.

  • 867 institutional investors held Johnson Controls International (JCI) as of Q1 2021, up from 820 in Q4 2020.
  • Funds reported $38.2B of Johnson Controls International stock for Q1 2021, up 25% quarter-over-quarter.
  • 125 funds opened new Johnson Controls International positions in Q1 2021 and 70 closed out, a net change of +55 holders.
  • The largest Johnson Controls International buyer in Q1 2021 was Wellington Management Group, an estimated $1B added.
  • The largest Johnson Controls International seller in Q1 2021 was Capital Research Global Investors, an estimated $723M sold.

Based on aggregated 13F filings for Q1 2021.