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Comfort Systems

665 hedge funds and large institutions have $14.4B invested in Comfort Systems in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 222 increasing their positions, 236 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 54

13% more funds holding

Funds holding: 590665 (+75)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $13B → $14.4B (+$1.36B)

1.79% more ownership

Funds ownership: 93.62%95.41% (+1.8%)

6% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 236

18% less call options, than puts

Call options by funds: $51.8M | Put options by funds: $62.8M

Holders
665
Holders Change
+75
Holders Change %
+12.71%
% of All Funds
8.76%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
138
Increased
222
Reduced
236
Closed
54
Calls
$51.8M
Puts
$62.8M
Net Calls
-$11M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
226
MML Investors Services
Massachusetts
$3.13M -$535K -1,219 -14%
USCWA
227
U.S. Capital Wealth Advisors
Texas
$3.08M +$3.19M +7,270 New
X
228
Xponance
Pennsylvania
$3.07M +$135K +308 +4%
OPERF
229
Oregon Public Employees Retirement Fund
Oregon
$3.05M -$30.7K -70 -1%
RGC
230
Regents Gate Capital
United Kingdom
$3.05M +$3.16M +7,193 New
AIP
231
Ameritas Investment Partners
Nebraska
$3.01M -$83.4K -190 -3%
DT
232
Diversified Trust
Tennessee
$3M +$3.1M +7,070 New
PE
233
Point72 Europe
United Kingdom
$2.9M +$3M +6,831 New
HIS
234
Horizon Investment Services
Indiana
$2.88M -$32.5K -74 -1%
RA
235
RFG Advisory
Alabama
$2.85M +$121K +275 +4%
HAIM
236
Hunter Associates Investment Management
Pennsylvania
$2.77M -$98.3K -224 -3%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$2.74M +$3.95K +9 +0.1%
LCM
238
LRT Capital Management
Texas
$2.7M +$82.5K +188 +3%
SGA
239
Strategic Global Advisors
California
$2.63M +$117K +267 +4%
CC
240
Centiva Capital
New York
$2.58M +$2.19M +4,985 +454%
MPM
241
Meritage Portfolio Management
Kansas
$2.52M +$181K +412 +7%
VI
242
Vestcor Inc
New Brunswick, Canada
$2.46M +$187K +427 +8%
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$2.45M +$748K +1,704 +42%
Cetera Investment Advisers
244
Cetera Investment Advisers
Illinois
$2.39M +$44.3K +101 +2%
VF
245
Vest Financial
Virginia
$2.37M +$733K +1,670 +43%
SI
246
Shaker Investments
Ohio
$2.32M -$13.2K -30 -0.5%
PP
247
PDT Partners
New York
$2.3M -$878 -2 -0%
CL
248
COWA LLC
Oklahoma
$2.26M -$460K -1,048 -16%
M&T Bank
249
M&T Bank
New York
$2.26M -$22.8K -52 -1%
CL
250
CIM LLC
New York
$2.23M -$49.6K -113 -2%

FIX Hedge Fund Activity: Q4 2024 in Review

665 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2024, worth a combined $14.4B — up 10% from $13B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new FIX positions and 54 closed out — a net gain of 84 holders — while 222 added to existing stakes and 236 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Baillie Gifford & Co, cutting an estimated $176M.

  • 665 institutional investors held Comfort Systems (FIX) as of Q4 2024, up from 590 in Q3 2024.
  • Funds reported $14.4B of Comfort Systems stock for Q4 2024, up 10% quarter-over-quarter.
  • 138 funds opened new Comfort Systems positions in Q4 2024 and 54 closed out, a net change of +84 holders.
  • The largest Comfort Systems buyer in Q4 2024 was JP Morgan Chase, an estimated $110M added.
  • The largest Comfort Systems seller in Q4 2024 was Baillie Gifford & Co, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2024.