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Johnson Controls International

820 hedge funds and large institutions have $30.6B invested in Johnson Controls International in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 279 increasing their positions, 292 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 50

14% more capital invested

Capital invested by funds: $26.8B → $30.6B (+$3.76B)

11% more funds holding

Funds holding: 740820 (+80)

0.65% more ownership

Funds ownership: 88.33%88.98% (+0.65%)

4% less call options, than puts

Call options by funds: $72.5M | Put options by funds: $75.2M

4% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 292

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
820
Holders Change
+80
Holders Change %
+10.81%
% of All Funds
14.51%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.07%
New
140
Increased
279
Reduced
292
Closed
50
Calls
$72.5M
Puts
$75.2M
Net Calls
-$2.67M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
801
Concord Wealth Partners
Virginia
$2K +$1.6K +36 New
SWP
802
ShoreHaven Wealth Partners
New Jersey
$2K +$1.96K +44 New
CH
803
Canton Hathaway
Rhode Island
$2K +$2.09K +47 New
LF
804
Lee Financial
Texas
$1K -$1.51K -34 -69%
M
805
MOTCO
Texas
$1K -$888 -20 -59%
APWA
806
Atlas Private Wealth Advisors
New Jersey
$1K
BWM
807
Baystate Wealth Management
Massachusetts
$1K
BFC
808
Bedel Financial Consulting
Indiana
$1K
CAM
809
Costello Asset Management
Pennsylvania
$1K
HI
810
Hudock Inc
Pennsylvania
$1K
SIS
811
Sound Income Strategies
Florida
$1K
BC
812
Bartlett & Co
Ohio
$1K +$578 +13 New
MFT
813
Moisand Fitzgerald Tamayo
Florida
$1K +$755 +17 New
LS
814
Leelyn Smith
Illinois
$1K +$1.07K +24 New
BCWM
815
Bartlett & Co Wealth Management
Ohio
$609 +$578 +13 New
BIP
816
Blueprint Investment Partners
North Carolina
$213 -$203K -4,559 -100%
WIM
817
Westside Investment Management
California
$20 -$6.66K -150 -25%
TI
818
tru Independence
Oregon
$20 +$19.3K +435 New
Capital International Investors
819
Capital International Investors
California
-$797M -19,499,291 Closed
SCM
820
Scopia Capital Management
New York
-$57.1M -1,397,200 Closed
ACM
821
Arosa Capital Management
Florida
-$10.7M -262,392 Closed
BA
822
Bridgewater Associates
Connecticut
-$7.9M -193,385 Closed
HCMT
823
Highland Capital Management (Tennessee)
Tennessee
-$5.16M -126,357 Closed
LI
824
Lafayette Investments
Maryland
-$4.22M -103,405 Closed
WPC
825
Waters Parkerson & Co
Louisiana
-$4.19M -102,647 Closed

JCI Hedge Fund Activity: Q4 2020 in Review

820 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2020, worth a combined $30.6B — up 14% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new JCI positions and 50 closed out — a net gain of 90 holders — while 279 added to existing stakes and 292 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $524M. The largest seller was Capital International Investors, exiting entirely with an estimated $797M sold.

  • 820 institutional investors held Johnson Controls International (JCI) as of Q4 2020, up from 740 in Q3 2020.
  • Funds reported $30.6B of Johnson Controls International stock for Q4 2020, up 14% quarter-over-quarter.
  • 140 funds opened new Johnson Controls International positions in Q4 2020 and 50 closed out, a net change of +90 holders.
  • The largest Johnson Controls International buyer in Q4 2020 was Wellington Management Group, an estimated $524M added.
  • The largest Johnson Controls International seller in Q4 2020 was Capital International Investors, an estimated $797M sold.

Based on aggregated 13F filings for Q4 2020.