Johnson Controls International
JCI
852 hedge funds and large institutions have $36B invested in Johnson Controls International in 2016 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 305 increasing their positions, 360 reducing their positions, and 167 closing their positions.
54% more call options, than puts
Call options by funds: $176M | Put options by funds: $114M
45% more capital invested
Capital invested by funds: $24.8B → $36B (+$11.2B)
12% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 167
1% more funds holding
Funds holding: 843 → 852 (+9)
0.16% less ownership
Funds ownership: 82.58% → 82.42% (-0.16%)
12% less funds holding in top 10
Funds holding in top 10: 25 → 22 (-3)
15% less repeat investments, than reductions
Existing positions increased: 305 | Existing positions reduced: 360
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$1.53B |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$1.11B |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.09B |
| 4 |
ClearBridge Investments
New York
|
+$901M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$865M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$1.43B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$228M |
| 3 |
Legal & General Group
London,
United Kingdom
|
-$136M |
| 4 |
Goldman Sachs
New York
|
-$127M |
| 5 |
IC
Institutional Capital
Chicago,
Illinois
|
-$119M |
JCI Hedge Fund Activity: Q3 2016 in Review
852 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q3 2016, worth a combined $36B — up 45% from $24.8B a quarter earlier.
Buyers outnumbered sellers: 187 funds opened new JCI positions and 167 closed out — a net gain of 20 holders — while 305 added to existing stakes and 360 trimmed.
The largest buyer was Dodge & Cox, opening a new position worth an estimated $1.53B. The largest seller was Macquarie Group, cutting an estimated $1.43B.
- 852 institutional investors held Johnson Controls International (JCI) as of Q3 2016, up from 843 in Q2 2016.
- Funds reported $36B of Johnson Controls International stock for Q3 2016, up 45% quarter-over-quarter.
- 187 funds opened new Johnson Controls International positions in Q3 2016 and 167 closed out, a net change of +20 holders.
- The largest Johnson Controls International buyer in Q3 2016 was Dodge & Cox, an estimated $1.53B added.
- The largest Johnson Controls International seller in Q3 2016 was Macquarie Group, an estimated $1.43B sold.
Based on aggregated 13F filings for Q3 2016.