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Johnson Controls International

822 hedge funds and large institutions have $25.4B invested in Johnson Controls International in 2014 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 279 increasing their positions, 342 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 59

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

9% more capital invested

Capital invested by funds: $23.3B → $25.4B (+$2.04B)

3% more funds holding

Funds holding: 800822 (+22)

0.93% less ownership

Funds ownership: 76.19%75.27% (-0.93%)

18% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 342

23% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $88.2M

Holders
822
Holders Change
+22
Holders Change %
+2.75%
% of All Funds
21.92%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
91
Increased
279
Reduced
342
Closed
59
Calls
$67.8M
Puts
$88.2M
Net Calls
-$20.4M
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
801
TCI Wealth Advisors
Arizona
$10K -$782 -16 -8%
VIA
802
Vantage Investment Advisors
Pennsylvania
$10K +$4.69K +96 +101%
VNA
803
Valley National Advisers
Pennsylvania
$10K +$8.99K +184 New
RA
804
Rational Advisors
New York
$9K +$8.8K +180 New
HCM
805
Horrell Capital Management
Arkansas
$7K
SIA
806
Stancorp Investment Advisers
Oregon
$7K +$6.65K +136 New
CAW
807
Cornerstone Advisors (Washington)
Washington
$6K -$880 -18 -13%
M
808
MOTCO
Texas
$6K
HR
809
Howe & Rusling
New York
$5K
HF
810
Hoxton Financial
West Virginia
$5K
NSIM
811
North Star Investment Management
Illinois
$5K
PIA
812
Peachtree Investment Advisors
Georgia
$4K
S
813
SignatureFD
Georgia
$4K +$2.93K +60 +500%
AIM
814
Advantage Investment Management
Iowa
$4K +$4.15K +85 New
IP
815
Isthmus Partners
Wisconsin
$3K +$2.79K +57 New
FNYS
816
First New York Securities
New York
$2.42K
QAM
817
QCI Asset Management
New York
$2K
ACS
818
Archford Capital Strategies
Illinois
$1K
BRWA
819
B. Riley Wealth Advisors
Florida
$144 +$139K +2,849 New
CCM
820
Cornerstone Capital Management
Minnesota
-$67.8M -1,472,647 Closed
Adage Capital Partners
821
Adage Capital Partners
Massachusetts
-$35.3M -766,924 Closed
VM
822
Valinor Management
New York
-$27.8M -602,524 Closed
N
823
Natixis
France
-$17.8M -387,322 Closed
BHC
824
Bowen Hanes & Co
Florida
-$13.6M -296,050 Closed
CAM
825
ClariVest Asset Management
California
-$10.8M -234,230 Closed

JCI Hedge Fund Activity: Q4 2014 in Review

822 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2014, worth a combined $25.4B — up 8.7% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new JCI positions and 59 closed out — a net gain of 32 holders — while 279 added to existing stakes and 342 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $205M. The largest seller was Capital World Investors, cutting an estimated $374M.

  • 822 institutional investors held Johnson Controls International (JCI) as of Q4 2014, up from 800 in Q3 2014.
  • Funds reported $25.4B of Johnson Controls International stock for Q4 2014, up 8.7% quarter-over-quarter.
  • 91 funds opened new Johnson Controls International positions in Q4 2014 and 59 closed out, a net change of +32 holders.
  • The largest Johnson Controls International buyer in Q4 2014 was JP Morgan Chase, an estimated $205M added.
  • The largest Johnson Controls International seller in Q4 2014 was Capital World Investors, an estimated $374M sold.

Based on aggregated 13F filings for Q4 2014.