We are live on ! Find out more
JCI icon

Johnson Controls International

820 hedge funds and large institutions have $30.6B invested in Johnson Controls International in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 279 increasing their positions, 292 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 50

14% more capital invested

Capital invested by funds: $26.8B → $30.6B (+$3.76B)

11% more funds holding

Funds holding: 740820 (+80)

0.65% more ownership

Funds ownership: 88.33%88.98% (+0.65%)

4% less call options, than puts

Call options by funds: $72.5M | Put options by funds: $75.2M

4% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 292

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
820
Holders Change
+80
Holders Change %
+10.81%
% of All Funds
14.51%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.07%
New
140
Increased
279
Reduced
292
Closed
50
Calls
$72.5M
Puts
$75.2M
Net Calls
-$2.67M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
176
Guggenheim Capital
Illinois
$10.3M +$140K +3,152 +1%
ASRS
177
Arizona State Retirement System
Arizona
$10M -$512K -11,532 -5%
Mitsubishi UFJ Asset Management
178
Mitsubishi UFJ Asset Management
Japan
$9.87M +$526K +11,848 +6%
AAF
179
Andra AP-fonden
Sweden
$9.8M -$1.37M -30,900 -13%
EIA
180
Edgemoor Investment Advisors
Maryland
$9.73M +$2.95M +66,469 +47%
ZIG
181
Zuckerman Investment Group
Illinois
$9.62M -$948K -21,337 -9%
NGM
182
North Growth Management
British Columbia, Canada
$9.57M -$1.73M -39,000 -16%
ISL
183
Ingalls & Snyder LLC
New York
$9.26M -$622K -13,993 -7%
State of Tennessee, Department of Treasury
184
State of Tennessee, Department of Treasury
Tennessee
$9.13M -$903K -20,324 -9%
SOMRS
185
State of Michigan Retirement System
Michigan
$9.07M -$822K -18,500 -9%
SI
186
Stephens Inc
Arkansas
$8.99M -$610K -13,725 -7%
HTC
187
Haverford Trust Company
Pennsylvania
$8.86M -$23.1K -521 -0.3%
FAF
188
Första AP-fonden
Sweden
$8.86M +$1.48M +33,400 +21%
WBC
189
Westpac Banking Corp
Australia
$8.83M +$1.19M +26,863 +17%
IP
190
Interval Partners
New York
$8.79M +$8.38M +188,679 New
CCMD
191
Cypress Capital Management (Delaware)
Delaware
$8.69M +$191K +4,295 +2%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$8.65M +$307K +6,916 +4%
GIBU
193
Gulf International Bank (UK)
United Kingdom
$8.4M +$8.01M +180,329 New
HF
194
HRT Financial
New York
$8.24M +$7.86M +176,824 New
MIM
195
MetLife Investment Management
New Jersey
$8.19M -$571K -12,844 -7%
Handelsbanken Fonder
196
Handelsbanken Fonder
Sweden
$7.89M +$7.53M +169,457 New
DILIC
197
Dai-ichi Life Insurance Company
Japan
$7.67M +$2.26M +50,900 +45%
Osaic Holdings
198
Osaic Holdings
Arizona
$7.39M +$824K +18,553 +13%
GAM
199
Gotham Asset Management
New York
$7.35M +$3.27M +73,572 +87%
BAAM
200
Baker Avenue Asset Management
California
$7.34M +$5.12M +115,194 +272%

JCI Hedge Fund Activity: Q4 2020 in Review

820 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2020, worth a combined $30.6B — up 14% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new JCI positions and 50 closed out — a net gain of 90 holders — while 279 added to existing stakes and 292 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $524M. The largest seller was Capital International Investors, exiting entirely with an estimated $797M sold.

  • 820 institutional investors held Johnson Controls International (JCI) as of Q4 2020, up from 740 in Q3 2020.
  • Funds reported $30.6B of Johnson Controls International stock for Q4 2020, up 14% quarter-over-quarter.
  • 140 funds opened new Johnson Controls International positions in Q4 2020 and 50 closed out, a net change of +90 holders.
  • The largest Johnson Controls International buyer in Q4 2020 was Wellington Management Group, an estimated $524M added.
  • The largest Johnson Controls International seller in Q4 2020 was Capital International Investors, an estimated $797M sold.

Based on aggregated 13F filings for Q4 2020.