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Comfort Systems
FIX

337 hedge funds and large institutions have $3.77B invested in Comfort Systems in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 21

129% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $1.52M

13% more funds holding

Funds holding: 298 → 337 (+39)

11% more capital invested

Capital invested by funds: $3.4B → $3.77B (+$369M)

2.37% less ownership

Funds ownership: 97.73% → 95.36% (-2.4%)

15% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 129

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
337
Holders Change
+39
Holders Change %
+13.09%
% of All Funds
5.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
110
Reduced
129
Closed
21
Calls
$3.48M
Puts
$1.52M
Net Calls
+$1.96M
Net Calls Change
-$379K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$50.1M
2
BlackRock
BlackRock
New York
+$39.3M
3
HRCM
Hood River Capital Management
Florida
+$21.7M
4
Millennium Management
Millennium Management
New York
+$21.2M
5
Invesco
Invesco
Georgia
+$18.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.8M
2
RRAM
River Road Asset Management
Kentucky
-$70.4M
3
Victory Capital Management
Victory Capital Management
Texas
-$66M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.4M
5
Brown Advisory
Brown Advisory
Maryland
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
226
Alliance Wealth Advisors (Utah)
Utah
$412K +$417K +3,584 New
VI
227
Versor Investments
New York
$403K -$45.8K -394 -10%
RFC
228
Regions Financial Corp
Alabama
$395K -$6.28K -54 -2%
QCM
229
Quantinno Capital Management
New York
$379K -$63.4K -545 -14%
Neuberger Berman Group
230
Neuberger Berman Group
New York
$375K -$49.4K -425 -12%
KI
231
Kula Investments
Illinois
$373K +$377K +3,242 New
VIA
232
Virtus Investment Advisers
Connecticut
$365K – – –
KBC Group
233
KBC Group
Belgium
$361K – – –
AIM
234
Aigen Investment Management
New York
$360K +$364K +3,130 New
AA
235
ALPS Advisors
Colorado
$356K -$2.33K -20 -0.6%
UBS Group
236
UBS Group
Switzerland
$355K +$290K +2,498 +423%
CGH
237
Crossmark Global Holdings
Texas
$347K -$7.79K -67 -2%
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
$341K -$36.3K -312 -10%
OAM
239
Origin Asset Management
United Kingdom
$333K -$94K -808 -22%
AIP
240
Ameritas Investment Partners
Nebraska
$328K – – –
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$327K +$4.77K +41 +1%
Simplex Trading
242
Simplex Trading
Illinois
$322K +$205K +1,761 +169%
GC
243
Guggenheim Capital
Illinois
$312K +$66.2K +569 +27%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$306K -$1.4K -12 -0.4%
MYIA
245
Mount Yale Investment Advisors
Colorado
$304K +$4.54K +39 +1%
SAM
246
Sawgrass Asset Management
Florida
$304K +$307K +2,640 New
VI
247
Vestcor Inc
New Brunswick, Canada
$296K – – –
SVWAG
248
Sound View Wealth Advisors Group
Georgia
$295K +$167K +1,434 New
YIH
249
Y-Intercept (HK)
Hong Kong
$284K +$287K +2,464 New
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$277K -$5.81K -50 -2%
8 9
10
11 12

FIX Hedge Fund Activity: Q4 2022 in Review

337 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2022, worth a combined $3.77B — up 11% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FIX positions and 21 closed out — a net gain of 45 holders — while 110 added to existing stakes and 129 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $50.1M. The largest seller was Janus Henderson Group, cutting an estimated $90.8M.

  • 337 institutional investors held Comfort Systems (FIX) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $3.77B of Comfort Systems stock for Q4 2022, up 11% quarter-over-quarter.
  • 66 funds opened new Comfort Systems positions in Q4 2022 and 21 closed out, a net change of +45 holders.
  • The largest Comfort Systems buyer in Q4 2022 was AllianceBernstein, an estimated $50.1M added.
  • The largest Comfort Systems seller in Q4 2022 was Janus Henderson Group, an estimated $90.8M sold.

Based on aggregated 13F filings for Q4 2022.