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Johnson Controls International

1,099 hedge funds and large institutions have $46.3B invested in Johnson Controls International in 2024 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 407 increasing their positions, 364 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 82

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

47% more call options, than puts

Call options by funds: $501M | Put options by funds: $340M

14% more capital invested

Capital invested by funds: $40.6B → $46.3B (+$5.69B)

12% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 364

5% more funds holding

Funds holding: 1,0501,099 (+49)

1.36% less ownership

Funds ownership: 90.58%89.21% (-1.4%)

Holders
1,099
Holders Change
+49
Holders Change %
+4.67%
% of All Funds
15.78%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
140
Increased
407
Reduced
364
Closed
82
Calls
$501M
Puts
$340M
Net Calls
+$161M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
801
SageView Advisory Group
California
$241K -$47.2K -673 -18%
RCA
802
Resonant Capital Advisors
Wisconsin
$240K +$216K +3,074 New
IWM
803
IHT Wealth Management
Illinois
$239K +$217K +3,096 New
GRP
804
Global Retirement Partners
California
$239K +$29.7K +423 +16%
Federated Hermes
805
Federated Hermes
Pennsylvania
$236K +$101K +1,446 +91%
LCM
806
Logan Capital Management
Pennsylvania
$236K
ACM
807
Advisors Capital Management
New Jersey
$235K +$213K +3,030 New
Koshinski Asset Management
808
Koshinski Asset Management
Illinois
$235K
MFA
809
Mayflower Financial Advisors
Massachusetts
$235K +$212K +3,024 New
MCCP
810
Mission Creek Capital Partners
California
$235K -$51.4K -733 -20%
PA
811
Procyon Advisors
Connecticut
$235K +$212K +3,023 New
FCP
812
Fidelis Capital Partners
Florida
$234K +$214K +3,055 New
CFP
813
Catalyst Financial Partners
Massachusetts
$234K +$211K +3,010 New
WFI
814
West Family Investments
California
$233K +$211K +3,008 New
BBA
815
BLB&B Advisors
Pennsylvania
$232K -$17.5K -250 -8%
SIM
816
Sentry Investment Management
Wisconsin
$232K +$209K +2,983 New
CWM
817
Cornerstone Wealth Management
Missouri
$231K -$5.47K -78 -3%
EW
818
Evoke Wealth
California
$230K +$207K +2,948 New
MA
819
MONECO Advisors
Connecticut
$230K -$16.7K -238 -7%
ECU
820
Eisler Capital (UK)
United Kingdom
$229K +$207K +2,950 New
EDRIA
821
Edmonds Duncan Registered Investment Advisors
Kansas
$225K +$204K +2,905 New
PAMG
822
Patton Albertson Miller Group
Tennessee
$225K +$204K +2,902 New
SB
823
Simmons Bank
Arkansas
$225K +$203K +2,899 New
SC
824
Schulhoff & Co
Ohio
$223K +$202K +2,873 New
HI
825
Harbour Investments
Wisconsin
$222K +$22.6K +322 +13%

JCI Hedge Fund Activity: Q3 2024 in Review

1,099 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q3 2024, worth a combined $46.3B — up 14% from $40.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new JCI positions and 82 closed out — a net gain of 58 holders — while 407 added to existing stakes and 364 trimmed.

The largest buyer was Bank of America, adding an estimated $490M. The largest seller was Wellington Management Group, cutting an estimated $444M.

  • 1,099 institutional investors held Johnson Controls International (JCI) as of Q3 2024, up from 1,050 in Q2 2024.
  • Funds reported $46.3B of Johnson Controls International stock for Q3 2024, up 14% quarter-over-quarter.
  • 140 funds opened new Johnson Controls International positions in Q3 2024 and 82 closed out, a net change of +58 holders.
  • The largest Johnson Controls International buyer in Q3 2024 was Bank of America, an estimated $490M added.
  • The largest Johnson Controls International seller in Q3 2024 was Wellington Management Group, an estimated $444M sold.

Based on aggregated 13F filings for Q3 2024.