Johnson Controls International
965 hedge funds and large institutions have $31.9B invested in Johnson Controls International in 2023 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 376 increasing their positions, 320 reducing their positions, and 118 closing their positions.
40% more call options, than puts
Call options by funds: $245M | Put options by funds: $175M
18% more repeat investments, than reductions
Existing positions increased: 376 | Existing positions reduced: 320
0.9% less ownership
Funds ownership: 88.74% → 87.84% (-0.9%)
5% less capital inflows, than outflows
Capital inflows: $2.5B | Capital outflows: $2.62B
3% less funds holding
Funds holding: 990 → 965 (-25)
10% less first-time investments, than exits
New positions opened: 106 | Existing positions closed: 118
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$142M |
| 2 |
D.E. Shaw & Co
New York
|
+$112M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$105M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$90.4M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$527M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$275M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$184M |
| 4 |
Man Group
London,
United Kingdom
|
-$177M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$172M |
JCI Hedge Fund Activity: Q3 2023 in Review
965 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Johnson Controls International (JCI) for Q3 2023, worth a combined $31.9B — down 23% from $41.5B a quarter earlier.
Sellers outnumbered buyers: 118 funds closed out of JCI and 106 opened new positions — a net loss of 12 holders — while 320 trimmed existing stakes and 376 added.
The largest buyer was Dodge & Cox, adding an estimated $142M. The largest seller was Wellington Management Group, cutting an estimated $527M.
- 965 institutional investors held Johnson Controls International (JCI) as of Q3 2023, down from 990 in Q2 2023.
- Funds reported $31.9B of Johnson Controls International stock for Q3 2023, down 23% quarter-over-quarter.
- 106 funds opened new Johnson Controls International positions in Q3 2023 and 118 closed out, a net change of -12 holders.
- The largest Johnson Controls International buyer in Q3 2023 was Dodge & Cox, an estimated $142M added.
- The largest Johnson Controls International seller in Q3 2023 was Wellington Management Group, an estimated $527M sold.
Based on aggregated 13F filings for Q3 2023.