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Johnson Controls International

686 hedge funds and large institutions have $23.2B invested in Johnson Controls International in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 276 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $127M | Put options by funds: $63.9M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $17.9B → $23.2B (+$5.32B)

4.13% more ownership

Funds ownership: 87.14%91.27% (+4.1%)

3% less funds holding

Funds holding: 707686 (-21)

15% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 98

19% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 276

Holders
686
Holders Change
-21
Holders Change %
-2.97%
% of All Funds
14.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
83
Increased
223
Reduced
276
Closed
98
Calls
$127M
Puts
$63.9M
Net Calls
+$62.7M
Net Calls Change
+$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
751
Royal Fund Management
Florida
-$64K -2,377 Closed
Marshall Wace
752
Marshall Wace
United Kingdom
-$56K -2,078 Closed
SMFS
753
Squar Milner Financial Services
California
-$53K -1,981 Closed
NEIRG
754
New England Investment & Retirement Group
Massachusetts
-$34K -1,267 Closed
AIM
755
AIA Investment Management
Singapore
-$34K -1,252 Closed
CIS
756
Capital International Sarl
California
-$32K -1,204 Closed
NFG
757
Next Financial Group
Texas
-$27K -1,001 Closed
CA
758
Centerpoint Advisors
Massachusetts
-$25K -919 Closed
AIC
759
Ameritas Investment Company
Nebraska
-$23K -874 Closed
PCMK
760
Paragon Capital Management (Kansas)
Kansas
-$23K -835 Closed
GSWM
761
Golden State Wealth Management
California
-$19K -617 Closed
AIS
762
Accurate Investment Solutions
Pennsylvania
-$15K -570 Closed
ACA
763
Atlas Capital Advisors
Wyoming
-$14.3K -532 Closed
HIIFS
764
Harel Insurance Investments & Financial Services
Israel
-$11K -412 Closed
GCM
765
Gables Capital Management
Florida
-$8K -315 Closed
EWM
766
EPG Wealth Management
Georgia
-$8K -299 Closed
GWS
767
Glassman Wealth Services
Virginia
-$8K -296 Closed
CCM
768
Cox Capital Management
Massachusetts
-$11K -280 Closed
DWM
769
Darwin Wealth Management
Florida
-$7K -260 Closed
WQ
770
Wealth Quarterback
New Jersey
-$6.07K -225 Closed
AA
771
Advisory Alpha
Michigan
-$6.1K -219 Closed
PCTC
772
Perkins Coie Trust Company
Washington
-$6K -210 Closed
IWP
773
IAG Wealth Partners
Wisconsin
-$6K -200 Closed
LSA
774
Lion Street Advisors
Texas
-$5K -175 Closed
MG
775
MilWealth Group
Wisconsin
-$4.69K -174 Closed

JCI Hedge Fund Activity: Q2 2020 in Review

686 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q2 2020, worth a combined $23.2B — up 30% from $17.9B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of JCI and 83 opened new positions — a net loss of 15 holders — while 276 trimmed existing stakes and 223 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $481M. The largest seller was Citadel Advisors, cutting an estimated $197M.

  • 686 institutional investors held Johnson Controls International (JCI) as of Q2 2020, down from 707 in Q1 2020.
  • Funds reported $23.2B of Johnson Controls International stock for Q2 2020, up 30% quarter-over-quarter.
  • 83 funds opened new Johnson Controls International positions in Q2 2020 and 98 closed out, a net change of -15 holders.
  • The largest Johnson Controls International buyer in Q2 2020 was Capital Research Global Investors, an estimated $481M added.
  • The largest Johnson Controls International seller in Q2 2020 was Citadel Advisors, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2020.