Comfort Systems
378 hedge funds and large institutions have $5.62B invested in Comfort Systems in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 118 increasing their positions, 152 reducing their positions, and 33 closing their positions.
490% more call options, than puts
Call options by funds: $15.7M | Put options by funds: $2.66M
94% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 33
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
12% more capital invested
Capital invested by funds: $5.03B → $5.62B (+$597M)
9% more funds holding
Funds holding: 347 → 378 (+31)
0.62% less ownership
Funds ownership: 96.92% → 96.29% (-0.62%)
22% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 152
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$66.8M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$33.8M |
| 3 |
BlackRock
New York
|
+$30.3M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$26.6M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$52.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$37.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$32.5M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$29.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$21.3M |
FIX Hedge Fund Activity: Q2 2023 in Review
378 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q2 2023, worth a combined $5.62B — up 12% from $5.03B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new FIX positions and 33 closed out — a net gain of 31 holders — while 118 added to existing stakes and 152 trimmed.
The largest buyer was Invesco, adding an estimated $66.8M. The largest seller was Capital World Investors, cutting an estimated $52.2M.
- 378 institutional investors held Comfort Systems (FIX) as of Q2 2023, up from 347 in Q1 2023.
- Funds reported $5.62B of Comfort Systems stock for Q2 2023, up 12% quarter-over-quarter.
- 64 funds opened new Comfort Systems positions in Q2 2023 and 33 closed out, a net change of +31 holders.
- The largest Comfort Systems buyer in Q2 2023 was Invesco, an estimated $66.8M added.
- The largest Comfort Systems seller in Q2 2023 was Capital World Investors, an estimated $52.2M sold.
Based on aggregated 13F filings for Q2 2023.