Comfort Systems
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$50.1M |
| 2 |
BlackRock
New York
|
+$39.3M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$21.7M |
| 4 |
Millennium Management
New York
|
+$21.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$90.8M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$70.4M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$66M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.4M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$22.7M |
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.