Johnson Controls International
759 hedge funds and large institutions have $24.6B invested in Johnson Controls International in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 189 increasing their positions, 350 reducing their positions, and 109 closing their positions.
402% more call options, than puts
Call options by funds: $194M | Put options by funds: $38.7M
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
5% less first-time investments, than exits
New positions opened: 104 | Existing positions closed: 109
2% less funds holding
Funds holding: 771 → 759 (-12)
3.31% less ownership
Funds ownership: 92.91% → 89.6% (-3.3%)
18% less capital invested
Capital invested by funds: $30.1B → $24.6B (-$5.5B)
46% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 350
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$225M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$91.4M |
| 3 |
BlackRock
New York
|
+$85.9M |
| 4 |
Millennium Management
New York
|
+$54.5M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$49.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$354M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$152M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$137M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$120M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$109M |
JCI Hedge Fund Activity: Q4 2018 in Review
759 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2018, worth a combined $24.6B — down 18% from $30.1B a quarter earlier.
Sellers outnumbered buyers: 109 funds closed out of JCI and 104 opened new positions — a net loss of 5 holders — while 350 trimmed existing stakes and 189 added.
The largest buyer was Dodge & Cox, adding an estimated $225M. The largest seller was T. Rowe Price Associates, cutting an estimated $354M.
- 759 institutional investors held Johnson Controls International (JCI) as of Q4 2018, down from 771 in Q3 2018.
- Funds reported $24.6B of Johnson Controls International stock for Q4 2018, down 18% quarter-over-quarter.
- 104 funds opened new Johnson Controls International positions in Q4 2018 and 109 closed out, a net change of -5 holders.
- The largest Johnson Controls International buyer in Q4 2018 was Dodge & Cox, an estimated $225M added.
- The largest Johnson Controls International seller in Q4 2018 was T. Rowe Price Associates, an estimated $354M sold.
Based on aggregated 13F filings for Q4 2018.