We are live on ! Find out more
JCI icon

Johnson Controls International

758 hedge funds and large institutions have $24.5B invested in Johnson Controls International in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 189 increasing their positions, 350 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

402% more call options, than puts

Call options by funds: $194M | Put options by funds: $38.7M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 110

2% less funds holding

Funds holding: 771758 (-13)

3.33% less ownership

Funds ownership: 92.93%89.6% (-3.3%)

19% less capital invested

Capital invested by funds: $30.1B → $24.5B (-$5.6B)

46% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 350

Holders
758
Holders Change
-13
Holders Change %
-1.69%
% of All Funds
16.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
104
Increased
189
Reduced
350
Closed
110
Calls
$194M
Puts
$38.7M
Net Calls
+$156M
Net Calls Change
-$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
126
Nomura Asset Management
Japan
$12M +$1.15M +34,725 +9%
SCM
127
SKBA Capital Management
California
$11.6M -$206K -6,246 -2%
BCIM
128
British Columbia Investment Management
British Columbia, Canada
$11.3M +$3.11M +94,315 +33%
DSI
129
Daiwa SB Investments
Japan
$11.1M +$952K +28,847 +8%
WCM
130
Wedge Capital Management
North Carolina
$11M -$1.21M -36,753 -9%
FFIC
131
First Fiduciary Investment Counsel
Ohio
$10.9M +$150K +4,557 +1%
Citadel Advisors
132
Citadel Advisors
Florida
$10.7M -$867K -26,289 -7%
EVM
133
Eaton Vance Management
Massachusetts
$10.6M +$762K +23,103 +7%
Victory Capital Management
134
Victory Capital Management
Texas
$10.5M +$549K +16,635 +5%
SEC
135
Seven Eight Capital
New York
$10.3M +$11.3M +342,645 +5,464%
FWIA
136
Fort Washington Investment Advisors
Ohio
$10M -$37M -1,121,908 -77%
AG
137
Aperio Group
California
$9.99M -$1.46M -44,357 -12%
OAM
138
Oppenheimer Asset Management
New York
$9.86M -$1.26M -38,041 -10%
TD Asset Management
139
TD Asset Management
Ontario, Canada
$9.78M -$80.1M -2,427,112 -88%
CIM
140
Corbyn Investment Management
Maryland
$9.78M -$191K -5,800 -2%
Aberdeen Group
141
Aberdeen Group
United Kingdom
$9.77M -$371K -11,232 -3%
BTS
142
BB&T Securities
Virginia
$9.77M -$1.52M -45,939 -12%
Axa
143
Axa
France
$9.77M +$6.33M +191,768 +139%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$9.76M +$1.46M +44,195 +16%
Stifel Financial
145
Stifel Financial
Missouri
$9.76M -$187K -5,671 -2%
RGI
146
River Global Investors
United Kingdom
$9.6M +$3M +90,846 +39%
JAM
147
Jupiter Asset Management
United Kingdom
$9.56M -$3.74M -113,223 -26%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$9.36M +$15.7K +475 +0.2%
CSIC
149
Clifford Swan Investment Counsel
California
$9.27M +$326K +9,875 +3%
HA
150
Homestead Advisers
Virginia
$9.08M -$18M -544,350 -64%

JCI Hedge Fund Activity: Q4 2018 in Review

758 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2018, worth a combined $24.5B — down 19% from $30.1B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of JCI and 104 opened new positions — a net loss of 6 holders — while 350 trimmed existing stakes and 189 added.

The largest buyer was Dodge & Cox, adding an estimated $225M. The largest seller was T. Rowe Price Associates, cutting an estimated $354M.

  • 758 institutional investors held Johnson Controls International (JCI) as of Q4 2018, down from 771 in Q3 2018.
  • Funds reported $24.5B of Johnson Controls International stock for Q4 2018, down 19% quarter-over-quarter.
  • 104 funds opened new Johnson Controls International positions in Q4 2018 and 110 closed out, a net change of -6 holders.
  • The largest Johnson Controls International buyer in Q4 2018 was Dodge & Cox, an estimated $225M added.
  • The largest Johnson Controls International seller in Q4 2018 was T. Rowe Price Associates, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2018.