Johnson Controls International
814 hedge funds and large institutions have $28.4B invested in Johnson Controls International in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 269 increasing their positions, 299 reducing their positions, and 64 closing their positions.
120% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 64
80% more call options, than puts
Call options by funds: $134M | Put options by funds: $74.1M
8% more funds holding
Funds holding: 751 → 814 (+63)
0.35% more ownership
Funds ownership: 90.11% → 90.46% (+0.35%)
10% less capital invested
Capital invested by funds: $31.5B → $28.4B (-$3.05B)
10% less repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 299
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$244M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$214M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$170M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$147M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$1.23B |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$400M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$234M |
| 4 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$138M |
| 5 |
BlackRock
New York
|
-$127M |
JCI Hedge Fund Activity: Q4 2019 in Review
814 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2019, worth a combined $28.4B — down 9.7% from $31.5B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new JCI positions and 64 closed out — a net gain of 77 holders — while 269 added to existing stakes and 299 trimmed.
The largest buyer was Aristotle Capital Management, adding an estimated $244M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $1.23B.
- 814 institutional investors held Johnson Controls International (JCI) as of Q4 2019, up from 751 in Q3 2019.
- Funds reported $28.4B of Johnson Controls International stock for Q4 2019, down 9.7% quarter-over-quarter.
- 141 funds opened new Johnson Controls International positions in Q4 2019 and 64 closed out, a net change of +77 holders.
- The largest Johnson Controls International buyer in Q4 2019 was Aristotle Capital Management, an estimated $244M added.
- The largest Johnson Controls International seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $1.23B sold.
Based on aggregated 13F filings for Q4 2019.