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Comfort Systems

665 hedge funds and large institutions have $14.4B invested in Comfort Systems in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 222 increasing their positions, 236 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 54

13% more funds holding

Funds holding: 590665 (+75)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $13B → $14.4B (+$1.36B)

1.79% more ownership

Funds ownership: 93.62%95.41% (+1.8%)

6% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 236

18% less call options, than puts

Call options by funds: $51.8M | Put options by funds: $62.8M

Holders
665
Holders Change
+75
Holders Change %
+12.71%
% of All Funds
8.76%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
138
Increased
222
Reduced
236
Closed
54
Calls
$51.8M
Puts
$62.8M
Net Calls
-$11M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
276
Virtus Investment Advisers
Connecticut
$1.73M +$894K +2,037 +99%
ACM
277
Argent Capital Management
Missouri
$1.72M +$1.78M +4,054 New
SOADOR
278
State of Alaska Department of Revenue
Alaska
$1.72M -$41.7K -95 -2%
NG
279
Norden Group
Utah
$1.71M -$642K -1,462 -27%
Daiwa Securities Group
280
Daiwa Securities Group
Japan
$1.71M +$321K +730 +22%
PAMP
281
Polar Asset Management Partners
Ontario, Canada
$1.7M +$1.76M +4,000 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
282
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.69M +$1.75M +3,995 New
YMRC
283
Yorktown Management & Research Company
Virginia
$1.65M
Verition Fund Management
284
Verition Fund Management
Connecticut
$1.63M +$24.1K +55 +1%
NSIM
285
North Star Investment Management
Illinois
$1.61M -$263K -600 -14%
SIC
286
Schwartz Investment Counsel
Michigan
$1.61M +$176K +400 +12%
LIC
287
Laurus Investment Counsel
Canada
$1.59M -$663K -1,510 -29%
Wolverine Trading
288
Wolverine Trading
Illinois
$1.59M +$857K +1,951 +112%
NYLIM
289
New York Life Investment Management
New York
$1.58M -$144K -329 -8%
Wealth Enhancement Advisory Services
290
Wealth Enhancement Advisory Services
Minnesota
$1.58M +$486K +1,107 +42%
RBFC
291
Roman Butler Fullerton & Co
Missouri
$1.58M -$143K -325 -8%
VPIM
292
Vanguard Personalized Indexing Management
California
$1.54M +$115K +261 +8%
P
293
Pitcairn
Pennsylvania
$1.53M +$41.7K +95 +3%
BIM
294
Bridges Investment Management
Nebraska
$1.51M +$219K +498 +16%
KAS
295
Kestra Advisory Services
Texas
$1.5M +$23.3K +53 +2%
SC
296
Saturna Capital
Washington
$1.48M +$83.9K +191 +6%
OIA
297
Optimum Investment Advisors
Illinois
$1.48M -$241K -550 -14%
AWAU
298
Alliance Wealth Advisors (Utah)
Utah
$1.48M -$398K -906 -21%
KIM
299
Kestra Investment Management
Texas
$1.48M +$335K +763 +28%
HH
300
Hilltop Holdings
Texas
$1.47M -$1.54M -3,508 -50%

FIX Hedge Fund Activity: Q4 2024 in Review

665 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2024, worth a combined $14.4B — up 10% from $13B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new FIX positions and 54 closed out — a net gain of 84 holders — while 222 added to existing stakes and 236 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Baillie Gifford & Co, cutting an estimated $176M.

  • 665 institutional investors held Comfort Systems (FIX) as of Q4 2024, up from 590 in Q3 2024.
  • Funds reported $14.4B of Comfort Systems stock for Q4 2024, up 10% quarter-over-quarter.
  • 138 funds opened new Comfort Systems positions in Q4 2024 and 54 closed out, a net change of +84 holders.
  • The largest Comfort Systems buyer in Q4 2024 was JP Morgan Chase, an estimated $110M added.
  • The largest Comfort Systems seller in Q4 2024 was Baillie Gifford & Co, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2024.