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Comfort Systems

280 hedge funds and large institutions have $3.11B invested in Comfort Systems in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 104 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $755K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.13% more ownership

Funds ownership: 96.96%97.09% (+0.13%)

0% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 104

4% less funds holding

Funds holding: 291280 (-11)

9% less capital invested

Capital invested by funds: $3.41B → $3.11B (-$298M)

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
280
Holders Change
-11
Holders Change %
-3.78%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
30
Increased
104
Reduced
104
Closed
39
Calls
$2.96M
Puts
$755K
Net Calls
+$2.21M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
AS
226
Altshuler Shaham
Israel
$40K +$1.89K +21 +5%
SCA
227
Stonebridge Capital Advisors
Minnesota
$38K
PFS
228
Prospera Financial Services
Texas
$38K +$38.5K +429 New
NCA
229
New Century Advisors
Maryland
$36K -$6.37K -71 -15%
BBHC
230
Brown Brothers Harriman & Co
New York
$36K +$35.4K +394 +2,814%
SWA
231
Sutton Wealth Advisors
Florida
$35K +$9.33K +104 +36%
CFGS
232
Concourse Financial Group Securities
Alabama
$32K +$13.9K +155 +78%
MAM
233
Meeder Asset Management
Ohio
$32K +$32K +357 New
S
234
SignatureFD
Georgia
$31K +$1.44K +16 +5%
TRCT
235
Tower Research Capital (TRC)
New York
$30K -$202K -2,256 -87%
HFM
236
Harvest Fund Management
China
$20K -$69.6K -775 -77%
AssetMark Inc
237
AssetMark Inc
California
$19K -$269 -3 -1%
TWC
238
TD Waterhouse Canada
Ontario, Canada
$18K -$10.9K -122 -38%
LF
239
Lee Financial
Texas
$17K
FAG
240
Fortitude Advisory Group
Washington
$16K
PFBT
241
Parkside Financial Bank & Trust
Missouri
$14K -$897 -10 -6%
CAM
242
Close Asset Management
United Kingdom
$14K
STCOSD
243
Sageworth Trust Company of South Dakota
South Dakota
$14K
MCC
244
Money Concepts Capital
Florida
$12K +$12.3K +137 New
ZB
245
Zions Bancorporation
Utah
$11K +$10.9K +121 New
KFS
246
Kelly Financial Services
Massachusetts
$10.3K
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.87K +110 New
GRP
248
Global Retirement Partners
California
$9K +$9.6K +107 New
QC
249
Quent Capital
New York
$8K +$8.08K +90 New
SC
250
Solstein Capital
California
$7K

FIX Hedge Fund Activity: Q1 2022 in Review

280 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2022, worth a combined $3.11B — down 8.7% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FIX and 30 opened new positions — a net loss of 9 holders — while 104 trimmed existing stakes and 104 added.

The largest buyer was Capital World Investors, adding an estimated $51.2M. The largest seller was Invesco, cutting an estimated $31.1M.

  • 280 institutional investors held Comfort Systems (FIX) as of Q1 2022, down from 291 in Q4 2021.
  • Funds reported $3.11B of Comfort Systems stock for Q1 2022, down 8.7% quarter-over-quarter.
  • 30 funds opened new Comfort Systems positions in Q1 2022 and 39 closed out, a net change of -9 holders.
  • The largest Comfort Systems buyer in Q1 2022 was Capital World Investors, an estimated $51.2M added.
  • The largest Comfort Systems seller in Q1 2022 was Invesco, an estimated $31.1M sold.

Based on aggregated 13F filings for Q1 2022.