Johnson Controls International
805 hedge funds and large institutions have $20.3B invested in Johnson Controls International in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 327 increasing their positions, 297 reducing their positions, and 88 closing their positions.
32% more call options, than puts
Call options by funds: $180M | Put options by funds: $136M
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
10% more repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 297
1.56% more ownership
Funds ownership: 77.04% → 78.6% (+1.6%)
1% less capital invested
Capital invested by funds: $20.6B → $20.3B (-$269M)
4% less funds holding
Funds holding: 838 → 805 (-33)
30% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$322M |
| 2 |
Royal London Asset Management
United Kingdom
|
+$218M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
+$164M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$154M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$346M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$341M |
| 3 |
AAM
Amerigo Asset Management
George Town,
Cayman Islands
|
-$166M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$67.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$51M |
JCI Hedge Fund Activity: Q1 2016 in Review
805 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q1 2016, worth a combined $20.3B — down 1.3% from $20.6B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of JCI and 62 opened new positions — a net loss of 26 holders — while 297 trimmed existing stakes and 327 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $322M. The largest seller was Capital Research Global Investors, cutting an estimated $346M.
- 805 institutional investors held Johnson Controls International (JCI) as of Q1 2016, down from 838 in Q4 2015.
- Funds reported $20.3B of Johnson Controls International stock for Q1 2016, down 1.3% quarter-over-quarter.
- 62 funds opened new Johnson Controls International positions in Q1 2016 and 88 closed out, a net change of -26 holders.
- The largest Johnson Controls International buyer in Q1 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $322M added.
- The largest Johnson Controls International seller in Q1 2016 was Capital Research Global Investors, an estimated $346M sold.
Based on aggregated 13F filings for Q1 2016.