Johnson Controls International
779 hedge funds and large institutions have $30.1B invested in Johnson Controls International in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 272 increasing their positions, 310 reducing their positions, and 99 closing their positions.
75% more call options, than puts
Call options by funds: $172M | Put options by funds: $98.4M
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
0.61% more ownership
Funds ownership: 91.5% → 92.11% (+0.61%)
3% less funds holding
Funds holding: 805 → 779 (-26)
7% less capital invested
Capital invested by funds: $32.3B → $30.1B (-$2.18B)
12% less repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 310
21% less first-time investments, than exits
New positions opened: 78 | Existing positions closed: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$737M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$217M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$200M |
| 4 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$163M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$293M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$255M |
| 3 |
O
OppenheimerFunds
New York
|
-$198M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$81.7M |
| 5 |
Bank of New York Mellon
New York
|
-$71.1M |
JCI Hedge Fund Activity: Q1 2018 in Review
779 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q1 2018, worth a combined $30.1B — down 6.7% from $32.3B a quarter earlier.
Sellers outnumbered buyers: 99 funds closed out of JCI and 78 opened new positions — a net loss of 21 holders — while 310 trimmed existing stakes and 272 added.
The largest buyer was Dodge & Cox, adding an estimated $737M. The largest seller was T. Rowe Price Associates, cutting an estimated $293M.
- 779 institutional investors held Johnson Controls International (JCI) as of Q1 2018, down from 805 in Q4 2017.
- Funds reported $30.1B of Johnson Controls International stock for Q1 2018, down 6.7% quarter-over-quarter.
- 78 funds opened new Johnson Controls International positions in Q1 2018 and 99 closed out, a net change of -21 holders.
- The largest Johnson Controls International buyer in Q1 2018 was Dodge & Cox, an estimated $737M added.
- The largest Johnson Controls International seller in Q1 2018 was T. Rowe Price Associates, an estimated $293M sold.
Based on aggregated 13F filings for Q1 2018.