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Johnson Controls International

1,051 hedge funds and large institutions have $40.6B invested in Johnson Controls International in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 392 increasing their positions, 362 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 66

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

37% more call options, than puts

Call options by funds: $433M | Put options by funds: $316M

3% more funds holding

Funds holding: 1,0181,051 (+33)

8% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 362

1% more capital invested

Capital invested by funds: $40.2B → $40.6B (+$331M)

0.18% more ownership

Funds ownership: 90.4%90.58% (+0.18%)

Holders
1,051
Holders Change
+33
Holders Change %
+3.24%
% of All Funds
15.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
110
Increased
392
Reduced
362
Closed
66
Calls
$433M
Puts
$316M
Net Calls
+$117M
Net Calls Change
+$69.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
901
Montag & Associates
Georgia
$27.1K +$20.9K +311 +331%
CH
902
Canton Hathaway
Rhode Island
$27K
C
903
Covestor
United Kingdom
$27K +$942 +14 +4%
CAL
904
Capital Advisors Ltd
Ohio
$27K +$5.32K +79 +24%
RDIA
905
RE Dickinson Investment Advisors
Iowa
$26.9K
HNB
906
Hilltop National Bank
Wyoming
$26.3K
GLR
907
Great Lakes Retirement
Ohio
$25.9K +$26.1K +388 New
RA
908
Rise Advisors
New York
$25.4K +$135 +2 +0.5%
DJSG
909
D.J. St. Germain
Massachusetts
$25.3K -$3.16K -47 -11%
GEA
910
Glen Eagle Advisors
New Jersey
$24.9K -$1.55K -23 -6%
DAM
911
Delta Asset Management
Tennessee
$24.4K
BWAM
912
Boyd Watterson Asset Management
Ohio
$24.3K
ECM
913
Estabrook Capital Management
New York
$23.5K
RWML
914
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$22.7K +$9.43K +140 +69%
TCM
915
Tradewinds Capital Management
Washington
$22.6K +$4.04K +60 +21%
ZB
916
Zions Bancorporation
Utah
$22.4K -$5.52K -82 -20%
OP
917
ORG Partners
Indiana
$22.2K +$22.8K +339 New
AA
918
Addison Advisors
Vermont
$22K -$1.21K -18 -5%
PWMG
919
Private Wealth Management Group
New Jersey
$21.7K +$13.1K +194 +146%
GKIM
920
GW&K Investment Management
Massachusetts
$21K +$5.25K +78 +33%
WB
921
Webster Bank
Connecticut
$19.7K -$6.13K -91 -23%
AFS
922
Annapolis Financial Services
Maryland
$19.3K
VCM
923
Versant Capital Management
Arizona
$19.3K
BBPWM
924
Blue Bell Private Wealth Management
Pennsylvania
$18.4K
CB
925
CNB Bank
Pennsylvania
$18.3K -$28.3K -420 -60%

JCI Hedge Fund Activity: Q2 2024 in Review

1,051 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q2 2024, worth a combined $40.6B — up 0.82% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new JCI positions and 66 closed out — a net gain of 44 holders — while 392 added to existing stakes and 362 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $359M. The largest seller was Massachusetts Financial Services, cutting an estimated $571M.

  • 1,051 institutional investors held Johnson Controls International (JCI) as of Q2 2024, up from 1,018 in Q1 2024.
  • Funds reported $40.6B of Johnson Controls International stock for Q2 2024, up 0.82% quarter-over-quarter.
  • 110 funds opened new Johnson Controls International positions in Q2 2024 and 66 closed out, a net change of +44 holders.
  • The largest Johnson Controls International buyer in Q2 2024 was Dodge & Cox, an estimated $359M added.
  • The largest Johnson Controls International seller in Q2 2024 was Massachusetts Financial Services, an estimated $571M sold.

Based on aggregated 13F filings for Q2 2024.