We are live on ! Find out more
JCI icon

Johnson Controls International

1,197 hedge funds and large institutions have $47.6B invested in Johnson Controls International in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 428 increasing their positions, 393 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 77

17% more call options, than puts

Call options by funds: $346M | Put options by funds: $296M

9% more funds holding

Funds holding: 1,0991,197 (+98)

1.37% more ownership

Funds ownership: 89.21%90.58% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 393

3% more capital invested

Capital invested by funds: $46.3B → $47.6B (+$1.34B)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
1,197
Holders Change
+98
Holders Change %
+8.92%
% of All Funds
15.77%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
192
Increased
428
Reduced
393
Closed
77
Calls
$346M
Puts
$296M
Net Calls
+$50.4M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1076
Physician Wealth Advisors
Utah
$12.2K +$12.4K +155 New
GA
1077
GoalVest Advisory
New York
$12.1K
NB
1078
NBT Bank
New York
$12K
FDW
1079
Fourth Dimension Wealth
Ohio
$12K +$12.2K +152 New
PP
1080
PFS Partners
New Jersey
$11.9K +$80 +1 +0.7%
EWM
1081
Evermay Wealth Management
Virginia
$11.6K
RF
1082
Roxbury Financial
New Jersey
$11.5K +$10.9K +136 New
WFA
1083
West Financial Advisors
Iowa
$11.4K
USB
1084
Union Savings Bank
Connecticut
$11.4K -$401 -5 -3%
AWM
1085
Abound Wealth Management
Tennessee
$11.4K +$241 +3 +2%
SO
1086
Sierra Ocean
California
$11.1K +$11.2K +140 New
T
1087
Transce3nd
Texas
$10.9K +$11.2K +139 New
GPI
1088
General Partner Inc
Pennsylvania
$10.9K
EFP
1089
EnRich Financial Partners
Wisconsin
$10.5K
LWANC
1090
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.5K
BL
1091
BFSG LLC
California
$10.4K
MMCM
1092
Murphy & Mullick Capital Management
New York
$10.3K +$10.4K +130 New
SFA
1093
Semmax Financial Advisors
North Carolina
$10.1K -$1.44K -18 -14%
MAM
1094
Morse Asset Management
Connecticut
$9.87K -$1.44K -18 -13%
HCM
1095
Hollencrest Capital Management
California
$9.71K
FDCP
1096
Foster Dykema Cabot & Partners
Massachusetts
$9.68K -$5.38K -67 -35%
KA
1097
Kozak & Associates
Colorado
$9.67K +$9.71K +121 New
HWM
1098
HighMark Wealth Management
Minnesota
$9.63K -$2.17K -27 -18%
AW
1099
Avion Wealth
Texas
$9K +$321 +4 +4%
WWP
1100
WR Wealth Planners
Missouri
$8.52K -$4.41K -55 -34%

JCI Hedge Fund Activity: Q4 2024 in Review

1,197 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2024, worth a combined $47.6B — up 2.9% from $46.3B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new JCI positions and 77 closed out — a net gain of 115 holders — while 428 added to existing stakes and 393 trimmed.

The largest buyer was Bank of America, adding an estimated $380M. The largest seller was Dodge & Cox, cutting an estimated $401M.

  • 1,197 institutional investors held Johnson Controls International (JCI) as of Q4 2024, up from 1,099 in Q3 2024.
  • Funds reported $47.6B of Johnson Controls International stock for Q4 2024, up 2.9% quarter-over-quarter.
  • 192 funds opened new Johnson Controls International positions in Q4 2024 and 77 closed out, a net change of +115 holders.
  • The largest Johnson Controls International buyer in Q4 2024 was Bank of America, an estimated $380M added.
  • The largest Johnson Controls International seller in Q4 2024 was Dodge & Cox, an estimated $401M sold.

Based on aggregated 13F filings for Q4 2024.