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Johnson Controls International

882 hedge funds and large institutions have $29.3B invested in Johnson Controls International in 2022 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 308 increasing their positions, 333 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $133M | Put options by funds: $65.4M

0.61% more ownership

Funds ownership: 87.87%88.48% (+0.61%)

8% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 333

6% less funds holding

Funds holding: 943882 (-61)

27% less capital invested

Capital invested by funds: $40.4B → $29.3B (-$11B)

38% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 138

88% less funds holding in top 10

Funds holding in top 10: 81 (-7)

Holders
882
Holders Change
-61
Holders Change %
-6.47%
% of All Funds
14.86%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
85
Increased
308
Reduced
333
Closed
138
Calls
$133M
Puts
$65.4M
Net Calls
+$67.1M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
851
Accel Wealth Management
Iowa
$2K +$2.62K +47 New
SFO
852
Standard Family Office
South Dakota
$2K +$2.62K +47 New
LPWM
853
Lake Point Wealth Management
Texas
$1K -$1.67K -30 -55%
DI
854
Disciplined Investments
Oklahoma
$1K -$446 -8 -26%
FFC
855
First Financial Corp
Indiana
$1K -$278 -5 -15%
ACK
856
Andrew C. Karlinski
$1K
EWM
857
Endurance Wealth Management
Rhode Island
$1K
FBT
858
First Bank & Trust
South Dakota
$1K
HI
859
Hudock Inc
Pennsylvania
$1K
LS
860
Leelyn Smith
Illinois
$1K
MSFP
861
Mark Sheptoff Financial Planning
Connecticut
$1K
RG
862
Retirement Group
California
$1K
SC
863
Sierra Capital
Florida
$1K
S
864
Surevest
California
$1K
UFF
865
USA Financial Formulas
Michigan
$1K
BWM
866
Baystate Wealth Management
Massachusetts
$1K +$56 +1 +5%
CCM
867
Cribstone Capital Management
Maine
$1K +$1.11K +20 New
KLWA
868
Kelly Lawrence W & Associates
California
$1K +$1.28K +23 New
SFG
869
Steward Financial Group
Texas
$1K +$1.34K +24 New
TFGT
870
TS Financial Group (TSFG)
Illinois
$1K +$1.67K +30 +3,000%
PCH
871
Polar Capital Holdings
United Kingdom
$665 -$3.03M -54,401 -80%
WAM
872
WFA Asset Management
Wisconsin
$527
HT
873
HighTower Trust
Texas
$373 +$290K +5,200 New
RDIA
874
RE Dickinson Investment Advisors
Iowa
$19
WIM
875
Westside Investment Management
California
$14

JCI Hedge Fund Activity: Q2 2022 in Review

882 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q2 2022, worth a combined $29.3B — down 27% from $40.4B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of JCI and 85 opened new positions — a net loss of 53 holders — while 333 trimmed existing stakes and 308 added.

The largest buyer was Wellington Management Group, adding an estimated $571M. The largest seller was Artisan Partners, exiting entirely with an estimated $284M sold.

  • 882 institutional investors held Johnson Controls International (JCI) as of Q2 2022, down from 943 in Q1 2022.
  • Funds reported $29.3B of Johnson Controls International stock for Q2 2022, down 27% quarter-over-quarter.
  • 85 funds opened new Johnson Controls International positions in Q2 2022 and 138 closed out, a net change of -53 holders.
  • The largest Johnson Controls International buyer in Q2 2022 was Wellington Management Group, an estimated $571M added.
  • The largest Johnson Controls International seller in Q2 2022 was Artisan Partners, an estimated $284M sold.

Based on aggregated 13F filings for Q2 2022.