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Johnson Controls International

1,051 hedge funds and large institutions have $40.6B invested in Johnson Controls International in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 392 increasing their positions, 362 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 66

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

37% more call options, than puts

Call options by funds: $433M | Put options by funds: $316M

3% more funds holding

Funds holding: 1,0181,051 (+33)

8% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 362

1% more capital invested

Capital invested by funds: $40.2B → $40.6B (+$331M)

0.18% more ownership

Funds ownership: 90.4%90.58% (+0.18%)

Holders
1,051
Holders Change
+33
Holders Change %
+3.24%
% of All Funds
15.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
110
Increased
392
Reduced
362
Closed
66
Calls
$433M
Puts
$316M
Net Calls
+$117M
Net Calls Change
+$69.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
801
Global Retirement Partners
California
$177K +$33.1K +492 +23%
LC
802
Lindbrook Capital
California
$175K +$13.3K +197 +8%
CT
803
Caldwell Trust
Florida
$175K +$15.9K +236 +10%
HI
804
Harbour Investments
Wisconsin
$169K -$73.5K -1,092 -30%
MA
805
MCF Advisors
Kentucky
$162K +$20.3K +302 +14%
RIL
806
Rothschild Investment LLC
Illinois
$162K +$47.9K +711 +41%
AWM
807
AllSquare Wealth Management
New York
$154K
RAM
808
Ramirez Asset Management
New York
$153K
BCP
809
Blue Chip Partners
Michigan
$148K +$741 +11 +0.5%
AA
810
Alta Advisers
United Kingdom
$146K
GBT
811
Grove Bank & Trust
Florida
$146K
CH
812
Cromwell Holdings
Wyoming
$145K +$146K +2,167 New
O
813
Ossiam
France
$136K +$138K +2,048 New
CA
814
Clearstead Advisors
Ohio
$133K +$4.85K +72 +4%
FC
815
Fairscale Capital
New Hampshire
$130K +$121K +1,800 New
WFG
816
Wormser Freres Gestion
France
$129K -$9.43K -140 -7%
SSB
817
Sandy Spring Bank
Maryland
$128K +$1.95K +29 +2%
MPWT
818
MassMutual Private Wealth & Trust
Connecticut
$124K +$25.2K +374 +25%
PTC
819
Private Trust Company
Ohio
$122K -$606 -9 -0.5%
SAM
820
Smartleaf Asset Management
Massachusetts
$117K +$49.9K +741 +74%
EWA
821
EverSource Wealth Advisors
Alabama
$116K +$42.9K +638 +65%
MG
822
Mather Group
Illinois
$113K +$6.6K +98 +6%
HIA
823
Harbor Investment Advisory
Maryland
$111K +$942 +14 +0.8%
CCM
824
Cutler Capital Management
Massachusetts
$110K +$7.41K +110 +7%
Federated Hermes
825
Federated Hermes
Pennsylvania
$106K -$2.79M -41,516 -96%

JCI Hedge Fund Activity: Q2 2024 in Review

1,051 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q2 2024, worth a combined $40.6B — up 0.82% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new JCI positions and 66 closed out — a net gain of 44 holders — while 392 added to existing stakes and 362 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $359M. The largest seller was Massachusetts Financial Services, cutting an estimated $571M.

  • 1,051 institutional investors held Johnson Controls International (JCI) as of Q2 2024, up from 1,018 in Q1 2024.
  • Funds reported $40.6B of Johnson Controls International stock for Q2 2024, up 0.82% quarter-over-quarter.
  • 110 funds opened new Johnson Controls International positions in Q2 2024 and 66 closed out, a net change of +44 holders.
  • The largest Johnson Controls International buyer in Q2 2024 was Dodge & Cox, an estimated $359M added.
  • The largest Johnson Controls International seller in Q2 2024 was Massachusetts Financial Services, an estimated $571M sold.

Based on aggregated 13F filings for Q2 2024.