Johnson Controls International
780 hedge funds and large institutions have $33.8B invested in Johnson Controls International in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 271 increasing their positions, 329 reducing their positions, and 96 closing their positions.
12% more call options, than puts
Call options by funds: $137M | Put options by funds: $122M
3.41% more ownership
Funds ownership: 86.5% → 89.9% (+3.4%)
4% less capital invested
Capital invested by funds: $35.2B → $33.8B (-$1.41B)
4% less funds holding
Funds holding: 809 → 780 (-29)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
18% less repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 329
23% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$354M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$291M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$191M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$172M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$132M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$120M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$94.6M |
| 3 |
Lazard Asset Management
New York
|
-$83.2M |
| 4 |
HCM
Highline Capital Management
New York
|
-$81.3M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$72.6M |
JCI Hedge Fund Activity: Q3 2017 in Review
780 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q3 2017, worth a combined $33.8B — down 4% from $35.2B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of JCI and 74 opened new positions — a net loss of 22 holders — while 329 trimmed existing stakes and 271 added.
The largest buyer was Wellington Management Group, adding an estimated $354M. The largest seller was OppenheimerFunds, cutting an estimated $120M.
- 780 institutional investors held Johnson Controls International (JCI) as of Q3 2017, down from 809 in Q2 2017.
- Funds reported $33.8B of Johnson Controls International stock for Q3 2017, down 4% quarter-over-quarter.
- 74 funds opened new Johnson Controls International positions in Q3 2017 and 96 closed out, a net change of -22 holders.
- The largest Johnson Controls International buyer in Q3 2017 was Wellington Management Group, an estimated $354M added.
- The largest Johnson Controls International seller in Q3 2017 was OppenheimerFunds, an estimated $120M sold.
Based on aggregated 13F filings for Q3 2017.