Johnson Controls International
812 hedge funds and large institutions have $27B invested in Johnson Controls International in 2013 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 256 increasing their positions, 340 reducing their positions, and 46 closing their positions.
148% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 46
45% more funds holding in top 10
Funds holding in top 10: 20 → 29 (+9)
21% more capital invested
Capital invested by funds: $22.3B → $27B (+$4.7B)
8% more funds holding
Funds holding: 751 → 812 (+61)
0.78% less ownership
Funds ownership: 75.19% → 74.41% (-0.78%)
25% less repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 340
25% less call options, than puts
Call options by funds: $129M | Put options by funds: $172M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$284M |
| 2 |
PC
PointState Capital
New York
|
+$139M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$133M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$99.2M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$90.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$442M |
| 2 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
-$145M |
| 3 |
IC
Institutional Capital
Chicago,
Illinois
|
-$120M |
| 4 |
N
Natixis
Paris,
France
|
-$111M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FBC
851
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$311K | -7,162 | Closed |
|
|
SKK
852
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| – | -$254K | -5,843 | Closed |
|
|
IPRC
853
Indices-Pac Research Corporation
Montvale,
New Jersey
| – | -$227K | -5,222 | Closed |
|
|
RIG
854
Roosevelt Investment Group
New York
| – | -$207K | -4,775 | Closed |
|
855
LSV Asset Management
Chicago,
Illinois
| – | -$142K | -3,285 | Closed |
|
|
FANJ
856
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$12K | -286 | Closed |
|
|
WF
857
WealthTrust Fairport
Cleveland,
Ohio
| – | -$8K | -185 | Closed |
|
JCI Hedge Fund Activity: Q4 2013 in Review
812 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2013, worth a combined $27B — up 21% from $22.3B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new JCI positions and 46 closed out — a net gain of 68 holders — while 256 added to existing stakes and 340 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $284M. The largest seller was JP Morgan Chase, cutting an estimated $442M.
- 812 institutional investors held Johnson Controls International (JCI) as of Q4 2013, up from 751 in Q3 2013.
- Funds reported $27B of Johnson Controls International stock for Q4 2013, up 21% quarter-over-quarter.
- 114 funds opened new Johnson Controls International positions in Q4 2013 and 46 closed out, a net change of +68 holders.
- The largest Johnson Controls International buyer in Q4 2013 was Goldman Sachs, an estimated $284M added.
- The largest Johnson Controls International seller in Q4 2013 was JP Morgan Chase, an estimated $442M sold.
Based on aggregated 13F filings for Q4 2013.