Johnson Controls International
839 hedge funds and large institutions have $20.7B invested in Johnson Controls International in 2015 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 266 increasing their positions, 345 reducing their positions, and 61 closing their positions.
57% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 61
3% more funds holding
Funds holding: 813 → 839 (+26)
0.35% more ownership
Funds ownership: 76.88% → 77.23% (+0.35%)
7% less call options, than puts
Call options by funds: $139M | Put options by funds: $150M
5% less capital invested
Capital invested by funds: $21.8B → $20.7B (-$1.1B)
18% less funds holding in top 10
Funds holding in top 10: 22 → 18 (-4)
23% less repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 345
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$148M |
| 2 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$105M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$97.9M |
| 4 |
Morgan Stanley
New York
|
+$56.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$52.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$294M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$200M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$122M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$59.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$34.4M |
JCI Hedge Fund Activity: Q4 2015 in Review
839 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2015, worth a combined $20.7B — down 5.1% from $21.8B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new JCI positions and 61 closed out — a net gain of 35 holders — while 266 added to existing stakes and 345 trimmed.
The largest buyer was Ameriprise, adding an estimated $148M. The largest seller was Capital Research Global Investors, cutting an estimated $294M.
- 839 institutional investors held Johnson Controls International (JCI) as of Q4 2015, up from 813 in Q3 2015.
- Funds reported $20.7B of Johnson Controls International stock for Q4 2015, down 5.1% quarter-over-quarter.
- 96 funds opened new Johnson Controls International positions in Q4 2015 and 61 closed out, a net change of +35 holders.
- The largest Johnson Controls International buyer in Q4 2015 was Ameriprise, an estimated $148M added.
- The largest Johnson Controls International seller in Q4 2015 was Capital Research Global Investors, an estimated $294M sold.
Based on aggregated 13F filings for Q4 2015.