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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
GH
751
GAM Holding
Switzerland
-$563K -13,824 Closed
Wealthfront Advisers
752
Wealthfront Advisers
California
-$550K -13,519 Closed
O
753
Ossiam
France
-$503K -12,349 Closed
BFO
754
Boston Family Office
Massachusetts
-$493K -12,110 Closed
MERSOM
755
Municipal Employees' Retirement System of Michigan
Michigan
-$460K -11,307 Closed
DWA
756
Douglass Winthrop Advisors
New York
-$452K -11,098 Closed
GAM
757
GQ Asset Management
New York
-$443K -10,887 Closed
PRC
758
Pearl River Capital
Michigan
-$415K -10,206 Closed
QT
759
Quantamental Technologies
New York
-$415K -10,206 Closed
BIM
760
Bridges Investment Management
Nebraska
-$410K -10,081 Closed
B
761
Barings
North Carolina
-$406K -9,989 Closed
BFS
762
Bradley Foster & Sargent
Connecticut
-$389K -9,557 Closed
TCM
763
Teza Capital Management
Illinois
-$384K -9,431 Closed
CAG
764
Csenge Advisory Group
Florida
-$376K -9,233 Closed
OC
765
Oarsman Capital
Wisconsin
-$373K -9,171 Closed
AGM
766
Alpine Global Management
New York
-$348K -8,555 Closed
Coatue Management
767
Coatue Management
New York
-$329K -8,078 Closed
DFA
768
Delta Financial Advisors
Louisiana
-$324K -7,960 Closed
MYLI
769
Meiji Yasuda Life Insurance
Japan
-$313K -7,700 Closed
SWP
770
Stratos Wealth Partners
Ohio
-$301K -7,401 Closed
MIC
771
Meridian Investment Counsel
California
-$301K -7,390 Closed
BOTW
772
Bank of the West
California
-$298K -7,327 Closed
TBNY
773
Trustco Bank (New York)
New York
-$297K -7,283 Closed
SC
774
Scotia Capital
Ontario, Canada
-$292K -7,163 Closed
SBH
775
Segall Bryant & Hamill
Illinois
-$289K -7,109 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.