We are live on ! Find out more
FIX icon

Comfort Systems

280 hedge funds and large institutions have $3.11B invested in Comfort Systems in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 104 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $755K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.13% more ownership

Funds ownership: 96.96%97.09% (+0.13%)

0% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 104

4% less funds holding

Funds holding: 291280 (-11)

9% less capital invested

Capital invested by funds: $3.41B → $3.11B (-$298M)

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
280
Holders Change
-11
Holders Change %
-3.78%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
30
Increased
104
Reduced
104
Closed
39
Calls
$2.96M
Puts
$755K
Net Calls
+$2.21M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
9WM
301
9258 Wealth Management
Ohio
-$208K -2,103 Closed
Mackenzie Financial
302
Mackenzie Financial
Ontario, Canada
-$207K -2,091 Closed
Simplex Trading
303
Simplex Trading
Illinois
-$96.2K -1,072 -99%
ACM
304
Aquatic Capital Management
Illinois
-$40K -400 Closed
SFM
305
Signet Financial Management
New Jersey
-$30K -300 Closed
PI
306
PineBridge Investments
New York
-$20K -200 Closed
DFCM
307
Dark Forest Capital Management
Puerto Rico
-$19K -196 Closed
TFS
308
TrustCore Financial Services
Tennessee
-$14K -144 Closed
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$14K -143 Closed
APC
310
Aspire Private Capital
North Carolina
-$10K -100 Closed
RPCONE
311
Retirement Planning Company of New England
Rhode Island
-$3K -40 Closed
PHK
312
Point72 Hong Kong
Hong Kong
-$3K -35 Closed
ACM
313
Absolute Capital Management
Pennsylvania
-$1.48K -15 Closed
MP
314
McDonald Partners
Ohio
-$1.48K -15 Closed
CWC
315
Carolinas Wealth Consulting
North Carolina
-$1K -13 Closed
JFGIW
316
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1K -8 Closed
SIC
317
SJS Investment Consulting
Ohio
+$179 +2 New
CAL
318
Capital Advisors Ltd
Ohio
+$269 +3 New

FIX Hedge Fund Activity: Q1 2022 in Review

280 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2022, worth a combined $3.11B — down 8.7% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FIX and 30 opened new positions — a net loss of 9 holders — while 104 trimmed existing stakes and 104 added.

The largest buyer was Capital World Investors, adding an estimated $51.2M. The largest seller was Invesco, cutting an estimated $31.1M.

  • 280 institutional investors held Comfort Systems (FIX) as of Q1 2022, down from 291 in Q4 2021.
  • Funds reported $3.11B of Comfort Systems stock for Q1 2022, down 8.7% quarter-over-quarter.
  • 30 funds opened new Comfort Systems positions in Q1 2022 and 39 closed out, a net change of -9 holders.
  • The largest Comfort Systems buyer in Q1 2022 was Capital World Investors, an estimated $51.2M added.
  • The largest Comfort Systems seller in Q1 2022 was Invesco, an estimated $31.1M sold.

Based on aggregated 13F filings for Q1 2022.