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Comfort Systems
FIX

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
337
Holders Change
+39
Holders Change %
+13.09%
% of All Funds
5.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
110
Reduced
129
Closed
21
Calls
$3.48M
Puts
$1.52M
Net Calls
+$1.96M
Net Calls Change
-$379K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$50.1M
2
BlackRock
BlackRock
New York
+$39.3M
3
HRCM
Hood River Capital Management
Florida
+$21.7M
4
Millennium Management
Millennium Management
New York
+$21.2M
5
Invesco
Invesco
Georgia
+$18.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.8M
2
RRAM
River Road Asset Management
Kentucky
-$70.4M
3
Victory Capital Management
Victory Capital Management
Texas
-$66M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.4M
5
Brown Advisory
Brown Advisory
Maryland
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
326
Cornerstone Planning Group
New Jersey
$1.38K +$1.4K +12 New
DI
327
Disciplined Investments
Oklahoma
$1.27K +$116 +1 +10%
AF
328
Advisornet Financial
Minnesota
$1.15K +$1.16K +10 New
Rockefeller Capital Management
329
Rockefeller Capital Management
New York
$1K -$2.09K -18 -64%
HNB
330
Huntington National Bank
Ohio
$690 +$465 +4 +200%
ECM
331
Everence Capital Management
Indiana
$681 – – –
PA
332
Parallel Advisors
California
$586 – – –
BAAM
333
Baker Avenue Asset Management
California
$575 +$581 +5 New
HCP
334
Hexagon Capital Partners
Arkansas
$230 – – –
TWP
335
TFO Wealth Partners
Ohio
$88 +$116 +1 New
CMP
336
Coston McIsaac & Partners
Maine
$26 – – –
EAM
337
Eagle Asset Management
Florida
– -$6.92M -71,051 Closed
Impax Asset Management Group
338
Impax Asset Management Group
United Kingdom
– -$3.89M -40,000 Closed
GCP
339
GSA Capital Partners
United Kingdom
– -$1.01M -10,403 Closed
ACM
340
AlphaCrest Capital Management
New York
– -$905K -9,303 Closed
CP
341
Cumberland Partners
Ontario, Canada
– -$608K -6,250 Closed
Tudor Investment Corp
342
Tudor Investment Corp
Connecticut
– -$564K -5,794 Closed
KeyBank National Association
343
KeyBank National Association
Ohio
– -$345K -3,540 Closed
WAS
344
Wealth Advisory Solutions
Indiana
– -$222K -2,282 Closed
RJT
345
Raymond James Trust
Florida
– -$210K -2,155 Closed
PHK
346
Point72 Hong Kong
Hong Kong
– -$194K -1,998 Closed
EW
347
Evoke Wealth
California
– -$88K -900 Closed
Group One Trading
348
Group One Trading
Illinois
– -$93K -800 Closed
DCM
349
Dupont Capital Management
Delaware
– -$17K -170 Closed
CAM
350
Close Asset Management
United Kingdom
– -$14K -145 Closed
11 12 13
14
15

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.