Johnson Controls International
772 hedge funds and large institutions have $29.1B invested in Johnson Controls International in 2018 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 256 increasing their positions, 321 reducing their positions, and 72 closing their positions.
83% more call options, than puts
Call options by funds: $166M | Put options by funds: $90.5M
1.76% more ownership
Funds ownership: 92.11% → 93.87% (+1.8%)
1% less funds holding
Funds holding: 779 → 772 (-7)
1% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 72
3% less capital invested
Capital invested by funds: $30.1B → $29.1B (-$1.01B)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
20% less repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 321
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Newport Trust Company
Washington,
District of Columbia
|
+$328M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$172M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$151M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$148M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$89.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$219M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$127M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$77.9M |
| 4 |
Goldman Sachs
New York
|
-$56.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$40.7M |
JCI Hedge Fund Activity: Q2 2018 in Review
772 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q2 2018, worth a combined $29.1B — down 3.3% from $30.1B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of JCI and 71 opened new positions — a net loss of 1 holder — while 321 trimmed existing stakes and 256 added.
The largest buyer was Newport Trust Company, opening a new position worth an estimated $328M. The largest seller was Ameriprise, cutting an estimated $219M.
- 772 institutional investors held Johnson Controls International (JCI) as of Q2 2018, down from 779 in Q1 2018.
- Funds reported $29.1B of Johnson Controls International stock for Q2 2018, down 3.3% quarter-over-quarter.
- 71 funds opened new Johnson Controls International positions in Q2 2018 and 72 closed out, a net change of -1 holder.
- The largest Johnson Controls International buyer in Q2 2018 was Newport Trust Company, an estimated $328M added.
- The largest Johnson Controls International seller in Q2 2018 was Ameriprise, an estimated $219M sold.
Based on aggregated 13F filings for Q2 2018.