Johnson Controls International
805 hedge funds and large institutions have $32.3B invested in Johnson Controls International in 2017 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 228 increasing their positions, 360 reducing their positions, and 91 closing their positions.
43% more call options, than puts
Call options by funds: $134M | Put options by funds: $94M
35% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 91
3% more funds holding
Funds holding: 780 → 805 (+25)
1.6% more ownership
Funds ownership: 89.9% → 91.5% (+1.6%)
4% less capital invested
Capital invested by funds: $33.8B → $32.3B (-$1.5B)
36% less funds holding in top 10
Funds holding in top 10: 14 → 9 (-5)
37% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 360
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$427M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$307M |
| 3 |
Harris Associates
Chicago,
Illinois
|
+$276M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$223M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$188M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$419M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$150M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$132M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$126M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$102M |
JCI Hedge Fund Activity: Q4 2017 in Review
805 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2017, worth a combined $32.3B — down 4.4% from $33.8B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new JCI positions and 91 closed out — a net gain of 32 holders — while 228 added to existing stakes and 360 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $427M. The largest seller was T. Rowe Price Associates, cutting an estimated $419M.
- 805 institutional investors held Johnson Controls International (JCI) as of Q4 2017, up from 780 in Q3 2017.
- Funds reported $32.3B of Johnson Controls International stock for Q4 2017, down 4.4% quarter-over-quarter.
- 123 funds opened new Johnson Controls International positions in Q4 2017 and 91 closed out, a net change of +32 holders.
- The largest Johnson Controls International buyer in Q4 2017 was Dodge & Cox, an estimated $427M added.
- The largest Johnson Controls International seller in Q4 2017 was T. Rowe Price Associates, an estimated $419M sold.
Based on aggregated 13F filings for Q4 2017.