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Johnson Controls International
JCI

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: 6 → 9 (+3)

37% more call options, than puts

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

3% more funds holding

Funds holding: 1,018 → 1,051 (+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

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$359M
2
LAM
Lyrical Asset Management
New York
+$267M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$261M
4
Goldman Sachs
Goldman Sachs
New York
+$257M
5
Capital World Investors
Capital World Investors
California
+$227M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$571M
2
UBS AM
UBS AM
Illinois
-$238M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$195M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$183M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$174M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
1001
Annis Gardner Whiting Capital Advisors
Florida
$4.2K +$3.9K +58 +1,160%
AFG
1002
Albion Financial Group
Utah
$4.19K – – –
CCM
1003
Chilton Capital Management
Texas
$3.99K +$4.04K +60 New
PG
1004
Proffitt & Goodson
Tennessee
$3.72K – – –
PA
1005
Pineridge Advisors
Missouri
$3.67K – – –
UWS
1006
Unique Wealth Strategies
Illinois
$3.59K +$3.7K +55 New
Kayne Anderson Rudnick Investment Management
1007
Kayne Anderson Rudnick Investment Management
California
$3.46K – – –
B
1008
Birchbrook
Maine
$3.32K – – –
RWPA
1009
Richard W. Paul & Associates
Michigan
$3.32K – – –
CCC
1010
Chelsea Counsel Company
California
$3.21K – – –
JFGIW
1011
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.08K -$23.8K -354 -89%
SIS
1012
Strategic Investment Solutions
Illinois
$3.04K +$3.43K +51 New
ECM
1013
Everence Capital Management
Indiana
$2.98K – – –
WWM
1014
Wolff Wiese Magana
California
$2.92K – – –
FG
1015
Fairman Group
Pennsylvania
$2.87K – – –
RTL
1016
Red Tortoise LLC
Georgia
$2.86K – – –
WCM
1017
Westend Capital Management
California
$2.82K – – –
BHWM
1018
Bay Harbor Wealth Management
Maryland
$2.73K – – –
FGA
1019
Fortis Group Advisors
New Jersey
$2.46K – – –
PMFA
1020
Plante Moran Financial Advisors
Michigan
$2.39K – – –
SIC
1021
SJS Investment Consulting
Ohio
$2.39K – – –
SC
1022
SouthState Corp
Florida
$2.33K +$2.36K +35 New
NMG
1023
New Millennium Group
Utah
$2.23K +$2.29K +34 New
BWL
1024
Bogart Wealth LLC
Virginia
$2.19K -$13.5K -200 -86%
SJIM
1025
St. Johns Investment Management
Florida
$2.19K – – –
39 40
41
42 43

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.