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Johnson Controls International
JCI

1,099 hedge funds and large institutions have $46.3B invested in Johnson Controls International in 2024 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 407 increasing their positions, 364 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 82

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

47% more call options, than puts

Call options by funds: $501M | Put options by funds: $340M

14% more capital invested

Capital invested by funds: $40.6B → $46.3B (+$5.69B)

12% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 364

5% more funds holding

Funds holding: 1,050 → 1,099 (+49)

1.36% less ownership

Funds ownership: 90.58% → 89.21% (-1.4%)

Holders
1,099
Holders Change
+49
Holders Change %
+4.67%
% of All Funds
15.78%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
140
Increased
407
Reduced
364
Closed
82
Calls
$501M
Puts
$340M
Net Calls
+$161M
Net Calls Change
+$43.4M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$490M
2
UBS AM
UBS AM
Illinois
+$317M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$167M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$92.9M
5
ClearBridge Investments
ClearBridge Investments
New York
+$69.6M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$444M
2
Goldman Sachs
Goldman Sachs
New York
-$391M
3
Nomura Holdings
Nomura Holdings
Japan
-$169M
4
JP Morgan Chase
JP Morgan Chase
New York
-$146M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$138M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1076
Core Alternative Capital
Georgia
$2.33K – – –
PCA
1077
Providence Capital Advisors
North Carolina
$2.1K – – –
TWD
1078
True Wealth Design
Ohio
$1.94K +$281 +4 +19%
HWP
1079
Highline Wealth Partners
California
$1.86K -$3.23K -46 -66%
NMM
1080
Naples Money Management
Florida
$1.86K +$1.68K +24 New
KLWA
1081
Kelly Lawrence W & Associates
California
$1.78K – – –
MSFP
1082
Mark Sheptoff Financial Planning
Connecticut
$1.78K – – –
PS
1083
Planned Solutions
California
$1.78K +$1.61K +23 New
BWP
1084
Baldwin Wealth Partners
Massachusetts
$1.72K +$1.54K +22 New
ADL
1085
Asset Dedication LLC
California
$1.63K – – –
CTWM
1086
Cherry Tree Wealth Management
Minnesota
$1.63K – – –
CSB
1087
City State Bank
Iowa
$1.63K – – –
IAIM
1088
International Assets Investment Management
Florida
$1.28K +$6.95M +99,108 New
VWA
1089
Valued Wealth Advisors
Utah
$1.17K +$1.05K +15 New
RAM
1090
Riggs Asset Management
Pennsylvania
$1.17K – – –
TFM
1091
TFC Financial Management
Massachusetts
$1.09K – – –
VAMG
1092
Voisard Asset Management Group
Michigan
$1.01K +$912 +13 New
PMAM
1093
Picton Mahoney Asset Management
Ontario, Canada
$1K -$3.44K -49 -75%
TFA
1094
Transamerica Financial Advisors
Florida
$1K – – –
JFG
1095
JDM Financial Group
Texas
$854 +$772 +11 New
EWP
1096
Elevation Wealth Partners
California
$777 – – –
LWA
1097
Lowe Wealth Advisors
Maryland
$698 – – –
BONH
1098
Bank of New Hampshire
New Hampshire
$543 – – –
CAM
1099
Chesapeake Asset Management
New York
$388 +$351 +5 New
IG
1100
ING Group
Netherlands
– -$132M -1,980,751 Closed
42 43
44
45 46

JCI Hedge Fund Activity: Q3 2024 in Review

1,099 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q3 2024, worth a combined $46.3B — up 14% from $40.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new JCI positions and 82 closed out — a net gain of 58 holders — while 407 added to existing stakes and 364 trimmed.

The largest buyer was Bank of America, adding an estimated $490M. The largest seller was Wellington Management Group, cutting an estimated $444M.

  • 1,099 institutional investors held Johnson Controls International (JCI) as of Q3 2024, up from 1,050 in Q2 2024.
  • Funds reported $46.3B of Johnson Controls International stock for Q3 2024, up 14% quarter-over-quarter.
  • 140 funds opened new Johnson Controls International positions in Q3 2024 and 82 closed out, a net change of +58 holders.
  • The largest Johnson Controls International buyer in Q3 2024 was Bank of America, an estimated $490M added.
  • The largest Johnson Controls International seller in Q3 2024 was Wellington Management Group, an estimated $444M sold.

Based on aggregated 13F filings for Q3 2024.