Johnson Controls International
963 hedge funds and large institutions have $39B invested in Johnson Controls International in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 308 increasing their positions, 336 reducing their positions, and 57 closing their positions.
204% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 57
200% more funds holding in top 10
Funds holding in top 10: 4 → 12 (+8)
144% more call options, than puts
Call options by funds: $242M | Put options by funds: $100M
12% more funds holding
Funds holding: 860 → 963 (+103)
4% less capital inflows, than outflows
Capital inflows: $2.15B | Capital outflows: $2.23B
8% less repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 336
1.01% less ownership
Funds ownership: 89.74% → 88.73% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$177M |
| 2 |
Goldman Sachs
New York
|
+$151M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$102M |
| 4 |
Two Sigma Investments
New York
|
+$98.2M |
| 5 |
Two Sigma Advisers
New York
|
+$81.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$638M |
| 2 |
Cullen Capital Management
New York
|
-$181M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$134M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$102M |
| 5 |
Amundi
Paris,
France
|
-$101M |
JCI Hedge Fund Activity: Q4 2022 in Review
963 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q4 2022, worth a combined $39B — up 28% from $30.5B a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new JCI positions and 57 closed out — a net gain of 116 holders — while 308 added to existing stakes and 336 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $177M. The largest seller was Wellington Management Group, cutting an estimated $638M.
- 963 institutional investors held Johnson Controls International (JCI) as of Q4 2022, up from 860 in Q3 2022.
- Funds reported $39B of Johnson Controls International stock for Q4 2022, up 28% quarter-over-quarter.
- 173 funds opened new Johnson Controls International positions in Q4 2022 and 57 closed out, a net change of +116 holders.
- The largest Johnson Controls International buyer in Q4 2022 was Morgan Stanley, an estimated $177M added.
- The largest Johnson Controls International seller in Q4 2022 was Wellington Management Group, an estimated $638M sold.
Based on aggregated 13F filings for Q4 2022.