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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
SG
251
Strid Group
Pennsylvania
$272K – – –
PA
252
Profund Advisors
Maryland
$258K -$26.4K -227 -9%
SOW
253
State of Wyoming
Wyoming
$255K +$9.54K +82 +4%
MLICM
254
Metropolitan Life Insurance Company (MetLife)
New York
$251K +$6.75K +58 +3%
SCM
255
Shelton Capital Management
Colorado
$242K -$17.3K -149 -7%
II
256
Inspire Investing
Idaho
$235K -$9.3K -80 -4%
X
257
Xponance
Pennsylvania
$233K +$236K +2,029 New
9WM
258
9258 Wealth Management
Ohio
$223K -$17.2K -148 -7%
Bank of Nova Scotia
259
Bank of Nova Scotia
Ontario, Canada
$221K +$223K +1,920 New
Verition Fund Management
260
Verition Fund Management
Connecticut
$219K -$117K -1,007 -35%
JFG
261
Jefferies Financial Group
New York
$215K +$217K +1,865 New
BFM
262
Boothbay Fund Management
New York
$203K +$205K +1,760 New
MM
263
MQS Management
New York
$202K +$204K +1,754 New
OIA
264
Optimum Investment Advisors
Illinois
$181K +$183K +1,575 New
TRCT
265
Tower Research Capital (TRC)
New York
$160K -$230K -1,977 -59%
Dimensional Fund Advisors
266
Dimensional Fund Advisors
Texas
$152K +$3.61M +31,083 +2%
AA
267
Ancora Advisors
Ohio
$147K -$49.4K -425 -25%
VanEck Associates
268
VanEck Associates
New York
$134K +$135K +1,163 New
BAM
269
Belpointe Asset Management
Nevada
$134K +$135K +1,163 New
FCA
270
Fortis Capital Advisors
Kansas
$118K +$120K +1,028 New
HFM
271
Harvest Fund Management
China
$93K – – –
UB
272
UMB Bank
Missouri
$83K -$14K -120 -14%
QCG
273
Quadrant Capital Group
Ohio
$68.4K +$18.5K +159 +37%
SPIA
274
Steward Partners Investment Advisory
New York
$61.7K – – –
VFA
275
Virtus Fund Advisers
Connecticut
$60.3K +$60.9K +524 New
9 10
11
12 13

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.