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Comfort Systems
FIX

506 hedge funds and large institutions have $11B invested in Comfort Systems in 2024 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 125 increasing their positions, 225 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 47

80% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $48.5M

51% more capital invested

Capital invested by funds: $7.27B → $11B (+$3.74B)

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

13% more funds holding

Funds holding: 447 → 506 (+59)

1.45% less ownership

Funds ownership: 98.7% → 97.25% (-1.4%)

44% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 225

Holders
506
Holders Change
+59
Holders Change %
+13.2%
% of All Funds
7.29%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
109
Increased
125
Reduced
225
Closed
47
Calls
$87.5M
Puts
$48.5M
Net Calls
+$39M
Net Calls Change
+$29M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
Capital World Investors
Capital World Investors
California
+$115M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$61.4M
4
Franklin Resources
Franklin Resources
California
+$41.8M
5
Blackstone Inc
Blackstone Inc
New York
+$33.2M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$118M
2
Morgan Stanley
Morgan Stanley
New York
-$117M
3
BlackRock
BlackRock
New York
-$83M
4
Millennium Management
Millennium Management
New York
-$55.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$45.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
226
Greenwood Capital Associates
South Carolina
$1.65M -$400K -1,566 -23%
M&T Bank
227
M&T Bank
New York
$1.65M -$237K -928 -15%
PAS
228
Park Avenue Securities
New York
$1.65M -$218K -852 -14%
BP
229
BNP Paribas
France
$1.64M +$1.32M +5,157 New
RBFC
230
Roman Butler Fullerton & Co
Missouri
$1.63M +$1.41M +5,526 New
X
231
Xponance
Pennsylvania
$1.62M -$15.3K -60 -1%
ET
232
Entropy Technologies
New York
$1.61M -$2.8M -10,968 -68%
MPM
233
Meritage Portfolio Management
Kansas
$1.55M -$905K -3,543 -42%
HSBC Holdings
234
HSBC Holdings
United Kingdom
$1.54M -$1.8M -7,046 -59%
RJFSA
235
Raymond James Financial Services Advisors
Florida
$1.54M -$14.8K -58 -1%
OTPPB
236
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.53M +$1.23M +4,828 New
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.52M +$11.5K +45 +0.6%
WI
238
WBI Investments
New Jersey
$1.48M -$5.04M -19,719 -81%
NG
239
Norden Group
Utah
$1.45M +$131K +513 +13%
Mackenzie Financial
240
Mackenzie Financial
Ontario, Canada
$1.43M +$310K +1,214 +37%
Osaic Holdings
241
Osaic Holdings
Arizona
$1.42M -$1.75M -6,833 -60%
AWAU
242
Alliance Wealth Advisors (Utah)
Utah
$1.38M -$91.2K -357 -8%
Pictet Asset Management
243
Pictet Asset Management
Switzerland
$1.37M +$11.8K +46 +1%
OIA
244
Optimum Investment Advisors
Illinois
$1.35M -$25.5K -100 -2%
US Bancorp
245
US Bancorp
Minnesota
$1.34M -$804K -3,147 -43%
FC
246
FORA Capital
Florida
$1.33M +$1.07M +4,174 New
DCM
247
Divisar Capital Management
California
$1.32M -$4.64M -18,148 -81%
JIC
248
Johnson Investment Counsel
Ohio
$1.32M -$731K -2,860 -41%
BCM
249
Bayesian Capital Management
New York
$1.3M +$1.05M +4,100 New
Calamos Advisors
250
Calamos Advisors
Illinois
$1.26M +$151K +590 +18%
8 9
10
11 12

FIX Hedge Fund Activity: Q1 2024 in Review

506 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2024, worth a combined $11B — up 51% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FIX positions and 47 closed out — a net gain of 62 holders — while 125 added to existing stakes and 225 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $373M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $118M.

  • 506 institutional investors held Comfort Systems (FIX) as of Q1 2024, up from 447 in Q4 2023.
  • Funds reported $11B of Comfort Systems stock for Q1 2024, up 51% quarter-over-quarter.
  • 109 funds opened new Comfort Systems positions in Q1 2024 and 47 closed out, a net change of +62 holders.
  • The largest Comfort Systems buyer in Q1 2024 was Fidelity Investments, an estimated $373M added.
  • The largest Comfort Systems seller in Q1 2024 was Fuller & Thaler Asset Management, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2024.