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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
PCMC
1026
Planning Capital Management Corporation
Pennsylvania
$2.06K
AFWM
1027
Abich Financial Wealth Management
Virginia
$2.06K +$1.82K +27 +675%
CAC
1028
Core Alternative Capital
Georgia
$1.99K
MHR
1029
Matthew Hamilton Rosenberg
$1.97K -$9.56K -142 -83%
PCA
1030
Providence Capital Advisors
North Carolina
$1.79K -$6.39M -94,900 -100%
RWM
1031
Ruedi Wealth Management
Illinois
$1.73K +$1.75K +26 New
CJ
1032
Caitlin John
Michigan
$1.71K
SIS
1033
Sound Income Strategies
Florida
$1.66K -$6.8K -101 -80%
KLWA
1034
Kelly Lawrence W & Associates
California
$1.53K
MSFP
1035
Mark Sheptoff Financial Planning
Connecticut
$1.53K
ADL
1036
Asset Dedication LLC
California
$1.4K
CTWM
1037
Cherry Tree Wealth Management
Minnesota
$1.4K
CSB
1038
City State Bank
Iowa
$1.4K
TWD
1039
True Wealth Design
Ohio
$1.4K +$404 +6 +40%
Lazard Asset Management
1040
Lazard Asset Management
New York
$1K -$26.2M -388,452 -100%
TFA
1041
Transamerica Financial Advisors
Florida
$1K
RAM
1042
Riggs Asset Management
Pennsylvania
$998 +$1.01K +15 New
TFM
1043
TFC Financial Management
Massachusetts
$931
LIA
1044
Lynx Investment Advisory
District of Columbia
$864 +$875 +13 New
EWP
1045
Elevation Wealth Partners
California
$665
LWA
1046
Lowe Wealth Advisors
Maryland
$598
BONH
1047
Bank of New Hampshire
New Hampshire
$465
FNWA
1048
Financial Network Wealth Advisors
Utah
$266 +$269 +4 New
SFC
1049
Strategic Financial Concepts
Texas
$204 +$949K +14,098 New
SA
1050
Scarborough Advisors
Maryland
$199 +$202 +3 New

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.