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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
AIMCA
826
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$9.78M -212,201 Closed
VFAM
827
Valley Forge Asset Management
Pennsylvania
-$9.16M -198,898 Closed
AIA
828
Avalon Investment & Advisory
Texas
-$8.79M -190,731 Closed
AC
829
Ascend Capital
California
-$8.25M -179,138 Closed
HW
830
Hancock Whitney
Mississippi
-$6.79M -147,353 Closed
Baillie Gifford & Co
831
Baillie Gifford & Co
United Kingdom
-$4.74M -102,921 Closed
LOAMS
832
Lombard Odier Asset Management (Switzerland)
Switzerland
-$4.65M -100,459 Closed
STI
833
Susquehanna Trust & Investment
Pennsylvania
-$4.58M -99,512 Closed
ARTA
834
A.R.T. Advisors
New York
-$3.99M -86,651 Closed
NCCM
835
Nine Chapters Capital Management
New Jersey
-$3.64M -78,978 Closed
PTC
836
Philadelphia Trust Company
Pennsylvania
-$3.57M -77,575 Closed
HJA
837
Hugh Johnson Advisors
New York
-$3.46M -74,996 Closed
Twin Tree Management
838
Twin Tree Management
Texas
-$3.56M -72,758 Closed
LK
839
Lumbard & Kellner
New Hampshire
-$3.08M -66,965 Closed
VHAM
840
Van Hulzen Asset Management
California
-$2.46M -53,300 Closed
MCC
841
Malaga Cove Capital
California
-$2.37M -51,416 Closed
OI
842
Oakbrook Investments
Illinois
-$2.33M -50,519 Closed
JG
843
Jefferies Group
New York
-$2.3M -46,999 Closed
WA
844
Whitebox Advisors
Minnesota
-$1.96M -42,479 Closed
DCM
845
Dynamic Capital Management
Jersey
-$1.86M -40,303 Closed
Voloridge Investment Management
846
Voloridge Investment Management
Florida
-$1.82M -39,603 Closed
IA
847
Icon Advisers
Colorado
-$1.73M -37,627 Closed
ACI
848
Advance Capital I
Michigan
-$1.43M -31,037 Closed
CAL
849
Capital Analysts LLC
Pennsylvania
-$1.31M -28,482 Closed
MCM
850
Mazama Capital Management
Oregon
-$1.12M -24,218 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.