Comfort Systems
252 hedge funds and large institutions have $2.57B invested in Comfort Systems in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 104 reducing their positions, and 36 closing their positions.
126% more call options, than puts
Call options by funds: $2.98M | Put options by funds: $1.32M
41% more capital invested
Capital invested by funds: $1.82B → $2.57B (+$749M)
14% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 36
1% more funds holding
Funds holding: 249 → 252 (+3)
0.31% less ownership
Funds ownership: 96.67% → 96.37% (-0.31%)
34% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 104
Top Buyers
| 1 |
Capital World Investors
Los Angeles,
California
|
+$80.8M |
| 2 |
RA
Royce & Associates
New York
|
+$16.6M |
| 3 |
BlackRock
New York
|
+$15.8M |
| 4 |
Swedbank
Stockholm,
Sweden
|
+$7.03M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.83M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$44.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$22.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$12.3M |
| 4 |
BWA
Bordeaux Wealth Advisors
Menlo Park,
California
|
-$11.6M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$7.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Lazard Asset Management
New York
| – | -$41K | -787 | Closed |
|
|
VCG
277
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$38K | -730 | Closed |
|
|
PHK
278
Point72 Hong Kong
Hong Kong
| – | -$14K | -274 | Closed |
|
|
SFS
279
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$9K | -178 | Closed |
|
|
ASN
280
Advisory Services Network
Atlanta,
Georgia
| – | -$9K | -163 | Closed |
|
|
LWCFA
281
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$8K | -143 | Closed |
|
|
ICP
282
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$5K | -112 | Closed |
|
|
PWPS
283
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$3K | -51 | Closed |
|
|
QT
284
Quantbot Technologies
New York
| – | -$2K | -39 | Closed |
|
|
TF
285
Tompkins Financial
Ithaca,
New York
| – | -$1K | -24 | Closed |
|
|
HGWM
286
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$1K | -10 | Closed |
|
FIX Hedge Fund Activity: Q1 2021 in Review
252 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2021, worth a combined $2.57B — up 41% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new FIX positions and 36 closed out — a net gain of 5 holders — while 69 added to existing stakes and 104 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $80.8M. The largest seller was Ameriprise, cutting an estimated $44.4M.
- 252 institutional investors held Comfort Systems (FIX) as of Q1 2021, up from 249 in Q4 2020.
- Funds reported $2.57B of Comfort Systems stock for Q1 2021, up 41% quarter-over-quarter.
- 41 funds opened new Comfort Systems positions in Q1 2021 and 36 closed out, a net change of +5 holders.
- The largest Comfort Systems buyer in Q1 2021 was Capital World Investors, an estimated $80.8M added.
- The largest Comfort Systems seller in Q1 2021 was Ameriprise, an estimated $44.4M sold.
Based on aggregated 13F filings for Q1 2021.