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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
AWM
776
AE Wealth Management
Kansas
-$289K -7,106 Closed
PVWM
777
Point View Wealth Management
New Jersey
-$286K -7,019 Closed
BSW
778
Buckingham Strategic Wealth
Missouri
-$285K -7,008 Closed
AIM
779
Aspen Investment Management
Michigan
-$283K -6,940 Closed
FNBTCON
780
First National Bank & Trust Co of Newtown
Pennsylvania
-$278K -6,817 Closed
RA
781
Rational Advisors
New York
-$271K -6,660 Closed
HS
782
Haafor (Singapore)
Singapore
-$269K -6,607 Closed
HC
783
Henshaw Capital
Massachusetts
-$269K -6,601 Closed
CPIA
784
Cornell Pochily Investment Advisors
New York
-$265K -6,514 Closed
DAM
785
Diamant Asset Management
Connecticut
-$263K -6,458 Closed
TBA
786
Tower Bridge Advisors
Pennsylvania
-$262K -6,431 Closed
FBC
787
Fairfield, Bush & Co
Connecticut
-$255K -6,267 Closed
OR
788
Olympiad Research
Connecticut
-$246K -6,033 Closed
VSWA
789
Vontobel Swiss Wealth Advisors
Switzerland
-$244K -5,985 Closed
GCA
790
Gideon Capital Advisors
New York
-$241K -5,932 Closed
FHB
791
First Hawaiian Bank
Hawaii
-$239K -5,884 Closed
MG
792
Mather Group
Illinois
-$239K -5,864 Closed
PTC
793
Private Trust Company
Ohio
-$235K -5,782 Closed
CIA
794
Capital Investment Advisors
Georgia
-$234K -5,744 Closed
RCM
795
Radnor Capital Management
Pennsylvania
-$232K -5,700 Closed
HH
796
Hilltop Holdings
Texas
-$231K -5,681 Closed
MWM
797
Mission Wealth Management
California
-$229K -5,637 Closed
SCM
798
Shelton Capital Management
Colorado
-$229K -5,619 Closed
EH
799
Equitable Holdings
New York
-$227K -5,576 Closed
CG
800
Caprock Group
Idaho
-$226K -5,505 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.