We are live on ! Find out more
JCI icon

Johnson Controls International

821 hedge funds and large institutions have $26.3B invested in Johnson Controls International in 2015 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 298 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more funds holding in top 10

Funds holding in top 10: 1929 (+10)

24% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 54

4% more capital invested

Capital invested by funds: $25.4B → $26.3B (+$938M)

0.65% more ownership

Funds ownership: 75.27%75.91% (+0.65%)

0% less funds holding

Funds holding: 822821 (-1)

2% less call options, than puts

Call options by funds: $64.5M | Put options by funds: $66.1M

7% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 321

Holders
821
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
21.88%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.77%
New
67
Increased
298
Reduced
321
Closed
54
Calls
$64.5M
Puts
$66.1M
Net Calls
-$1.59M
Net Calls Change
+$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
776
MV Capital Management
Maryland
$25K
OC
777
Oakworth Capital
Alabama
$25K
VIA
778
Vantage Investment Advisors
Pennsylvania
$20K +$9.71K +191 +100%
TDC
779
Thompson Davis & Co
Virginia
$19K +$1.83K +36 +11%
CBT
780
Central Bank & Trust
Kentucky
$18K -$1.88K -37 -10%
SIG
781
Stanford Investment Group
California
$18K
WP
782
WealthPLAN Partners
Nebraska
$18K +$17.8K +350 New
AWM
783
AllSquare Wealth Management
New York
$17K +$16.2K +318 New
TSW
784
Thompson Siegel & Walmsley
Virginia
$15K
FFC
785
First Financial Corp
Indiana
$13K
HI
786
Hudock Inc
Pennsylvania
$12K
GI
787
Gradient Investments
Minnesota
$11K -$1.73K -34 -14%
VNA
788
Valley National Advisers
Pennsylvania
$11K +$915 +18 +10%
SSG
789
Summit Securities Group
New York
$10K -$209K -4,106 -96%
TFO
790
Tarbox Family Office
California
$10K
TWA
791
TCI Wealth Advisors
Arizona
$10K
ST
792
Smithfield Trust
Pennsylvania
$9K -$194K -3,820 -96%
SHJ
793
Sharkey, Howes & Javer
Colorado
$9K +$8.69K +171 New
Simplex Trading
794
Simplex Trading
Illinois
$9K +$9.3K +183 New
PSC
795
Prentiss Smith & Co
Vermont
$8K -$24.3K -478 -77%
MWAN
796
Mariner Wealth Advisors (NYC)
Kansas
$8K +$7.27K +143 New
ICM
797
ICC Capital Management
Florida
$7K -$8.82M -173,495 -100%
HCM
798
Horrell Capital Management
Arkansas
$7K
RA
799
Rational Advisors
New York
$6K -$3.61K -71 -39%
CAW
800
Cornerstone Advisors (Washington)
Washington
$6K

JCI Hedge Fund Activity: Q1 2015 in Review

821 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q1 2015, worth a combined $26.3B — up 3.7% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JCI positions and 54 closed out — a net gain of 13 holders — while 298 added to existing stakes and 321 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $270M. The largest seller was BlackRock Advisors, cutting an estimated $169M.

  • 821 institutional investors held Johnson Controls International (JCI) as of Q1 2015, down from 822 in Q4 2014.
  • Funds reported $26.3B of Johnson Controls International stock for Q1 2015, up 3.7% quarter-over-quarter.
  • 67 funds opened new Johnson Controls International positions in Q1 2015 and 54 closed out, a net change of +13 holders.
  • The largest Johnson Controls International buyer in Q1 2015 was T. Rowe Price Associates, an estimated $270M added.
  • The largest Johnson Controls International seller in Q1 2015 was BlackRock Advisors, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2015.