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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
II
251
Inspire Investing
Idaho
$1.25M +$530K +2,074 +112%
VF
252
Virtu Financial
New York
$1.24M +$994K +3,893 New
SOADOR
253
State of Alaska Department of Revenue
Alaska
$1.23M – – –
AI
254
Atria Investments
North Carolina
$1.19M +$959K +3,753 New
CC
255
Centiva Capital
New York
$1.17M -$1.02M -3,981 -52%
CL
256
COWA LLC
Oklahoma
$1.16M +$936K +3,664 New
TRCT
257
Tower Research Capital (TRC)
New York
$1.15M -$1.18M -4,602 -56%
Two Sigma Investments
258
Two Sigma Investments
New York
$1.14M -$1.99M -7,808 -68%
BHCM
259
Brevan Howard Capital Management
Jersey
$1.11M +$112K +438 +14%
CGH
260
Crossmark Global Holdings
Texas
$1.11M +$231K +906 +35%
JCIA
261
Jackson Creek Investment Advisors
Colorado
$1.1M -$642K -2,513 -42%
VPIM
262
Vanguard Personalized Indexing Management
California
$1.08M +$381K +1,491 +78%
CW
263
CreativeOne Wealth
Kansas
$1.04M +$840K +3,287 New
KAS
264
Kestra Advisory Services
Texas
$1.04M -$53.6K -210 -6%
KPWS
265
Kestra Private Wealth Services
Texas
$1.03M -$41.6K -163 -5%
Assenagon Asset Management
266
Assenagon Asset Management
Luxembourg
$992K -$15.4M -60,354 -95%
CIP
267
Cornerstone Investment Partners
Georgia
$989K +$1.53K +6 +0.2%
CA
268
Cetera Advisors
Colorado
$971K +$781K +3,057 New
VIA
269
Virtus Investment Advisers
Connecticut
$967K – – –
DAS
270
Diversify Advisory Services
Utah
$961K +$768K +3,007 New
QCM
271
Quantinno Capital Management
New York
$957K -$156K -611 -17%
PAG
272
Private Advisory Group
Washington
$941K -$298K -1,166 -28%
HCA
273
Harbor Capital Advisors
Illinois
$940K +$756K +2,958 New
Wolverine Trading
274
Wolverine Trading
Illinois
$939K +$755K +2,956 New
Envestnet Portfolio Solutions
275
Envestnet Portfolio Solutions
Illinois
$938K -$553K -2,166 -42%
9 10
11
12 13

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.