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Johnson Controls International

751 hedge funds and large institutions have $31.5B invested in Johnson Controls International in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 229 increasing their positions, 322 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $235M | Put options by funds: $134M

28% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 60

8.81% more ownership

Funds ownership: 81.3%90.11% (+8.8%)

2% more funds holding

Funds holding: 737751 (+14)

2% more capital invested

Capital invested by funds: $30.7B → $31.5B (+$735M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 322

Holders
751
Holders Change
+14
Holders Change %
+1.9%
% of All Funds
16.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
77
Increased
229
Reduced
322
Closed
60
Calls
$235M
Puts
$134M
Net Calls
+$101M
Net Calls Change
+$37.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
776
Gould Asset Management
California
-$224K -5,422 Closed
GCAC
777
Guardian Capital Advisors (Canada)
Ontario, Canada
-$221K -5,298 Closed
GAM
778
GQ Asset Management
New York
-$205K -4,962 Closed
TPWA
779
TRUE Private Wealth Advisors
Oregon
-$169K -4,092 Closed
YWP
780
YorkBridge Wealth Partners
New York
-$137K -3,325 Closed
ESB
781
Essex Savings Bank
Connecticut
-$133K -3,214 Closed
JWBC
782
John W. Bristol & Co
New York
-$128K -3,100 Closed
AC
783
Avestar Capital
New York
-$107K -3,081 Closed
OIA
784
OneDigital Investment Advisors
Kansas
-$124K -3,003 Closed
CWA
785
Clarus Wealth Advisors
Arizona
-$118K -2,850 Closed
CAW
786
Cornerstone Advisors (Washington)
Washington
-$116K -2,805 Closed
RWA
787
Redhawk Wealth Advisors
Minnesota
-$85K -2,046 Closed
W
788
WealthStone
Ohio
-$81K -1,962 Closed
SFG
789
SevenBridge Financial Group
Pennsylvania
-$64K -1,545 Closed
SMFS
790
Squar Milner Financial Services
California
-$63K -1,529 Closed
SPM
791
Symmetry Peak Management
Pennsylvania
-$62K -1,500 Closed
PCP
792
Proficio Capital Partners
Massachusetts
-$61K -1,476 Closed
TNBTD
793
Trustmark National Bank Trust Department
Mississippi
-$53K -1,291 Closed
PCMK
794
Paragon Capital Management (Kansas)
Kansas
-$34K -835 Closed
KCPG
795
Kavar Capital Partners Group
Kansas
-$32K -775 Closed
DSC
796
Duncker Streett & Co
Missouri
-$30K -715 Closed
M
797
MOTCO
Texas
-$10K -253 Closed
TFA
798
Transamerica Financial Advisors
Florida
-$10K -242 Closed
BC
799
Bartlett & Co
Ohio
-$7K -163 Closed
BCWM
800
Bartlett & Co Wealth Management
Ohio
-$6.73K -163 Closed

JCI Hedge Fund Activity: Q3 2019 in Review

751 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q3 2019, worth a combined $31.5B — up 2.4% from $30.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JCI positions and 60 closed out — a net gain of 17 holders — while 229 added to existing stakes and 322 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $258M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $192M.

  • 751 institutional investors held Johnson Controls International (JCI) as of Q3 2019, up from 737 in Q2 2019.
  • Funds reported $31.5B of Johnson Controls International stock for Q3 2019, up 2.4% quarter-over-quarter.
  • 77 funds opened new Johnson Controls International positions in Q3 2019 and 60 closed out, a net change of +17 holders.
  • The largest Johnson Controls International buyer in Q3 2019 was Norges Bank, an estimated $258M added.
  • The largest Johnson Controls International seller in Q3 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2019.