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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
Koshinski Asset Management
251
Koshinski Asset Management
Illinois
$6.41K
BFEC
252
Benjamin F. Edwards & Company
Missouri
$5K
FRA
253
Front Row Advisors
California
$5K
QCG
254
Quadrant Capital Group
Ohio
$5K
TWA
255
TCI Wealth Advisors
Arizona
$5K
CIM
256
Contravisory Investment Management
Massachusetts
$5K +$4.94K +55 New
GCA
257
Greenwood Capital Associates
South Carolina
$4K -$1.09M -12,149 -100%
ST
258
Sageworth Trust
Pennsylvania
$4K
TFO
259
Tarbox Family Office
California
$4K
ACM
260
AUA Capital Management
Pennsylvania
$3K
FF
261
FourThought Financial
Florida
$3K
MCM
262
Manchester Capital Management
Vermont
$3K +$1.53K +17 +85%
FPS
263
Fieldpoint Private Securities
Connecticut
$2K
IA
264
IFP Advisors
Florida
$2K
JWA
265
JFS Wealth Advisors
Pennsylvania
$2K +$1.44K +16 +160%
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
$2K +$1.89K +21 +117%
FHA
267
First Horizon Advisors
Tennessee
$1K -$55.9K -623 -98%
AFG
268
Albion Financial Group
Utah
$1K -$538 -6 -50%
C
269
Covestor
United Kingdom
$1K -$449 -5 -33%
SC
270
Schubert & Co
Texas
$1K -$90 -1 -13%
PA
271
Parallel Advisors
California
$1K
TF
272
TimeScale Financial
Massachusetts
$1K
DI
273
Disciplined Investments
Oklahoma
$1K +$628 +7 New
CI
274
Cordant Inc
Oregon
$1K +$1.35K +15 New
NIC
275
Northwest Investment Counselors
Oregon
$1K +$1.44K +16 New

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.