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Comfort Systems
FIX

347 hedge funds and large institutions have $5.03B invested in Comfort Systems in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 123 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $5.9M | Put options by funds: $1.05M

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

42% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 36

33% more capital invested

Capital invested by funds: $3.77B → $5.03B (+$1.25B)

3% more funds holding

Funds holding: 337 → 347 (+10)

1.56% more ownership

Funds ownership: 95.36% → 96.92% (+1.6%)

10% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 137

Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
51
Increased
123
Reduced
137
Closed
36
Calls
$5.9M
Puts
$1.05M
Net Calls
+$4.85M
Net Calls Change
+$2.9M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$35.3M
2
Invesco
Invesco
Georgia
+$33.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$24.4M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$40.1M
2
RRAM
River Road Asset Management
Kentucky
-$37.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$24.2M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
326
Schubert & Co
Texas
$4.09K – – –
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$4.09K +$130 +1 +4%
BIA
328
Bell Investment Advisors
California
$3.65K – – –
LC
329
Lindbrook Capital
California
$3.5K -$389 -3 -11%
RI
330
Ridgewood Investments
New Jersey
$3.27K +$2.85K +22 New
HS
331
Horan Securities
United States
$3.21K – – –
NSG
332
Nalls Sherbakoff Group
Tennessee
$2.85K +$2.59K +20 New
MIA
333
Milestone Investment Advisors
Wisconsin
$2.77K +$2.46K +19 New
RFG
334
RFP Financial Group
Georgia
$2.77K – – –
MCM
335
Manchester Capital Management
Vermont
$2.48K -$389 -3 -15%
IA
336
IFP Advisors
Florida
$2.21K -$9.08K -70 -60%
SIC
337
SJS Investment Consulting
Ohio
$2.19K +$130 +1 +7%
HNB
338
Huntington National Bank
Ohio
$2.04K +$1.04K +8 +133%
AF
339
Advisornet Financial
Minnesota
$1.61K +$130 +1 +10%
DI
340
Disciplined Investments
Oklahoma
$1.46K -$130 -1 -9%
ECM
341
Everence Capital Management
Indiana
$864 – – –
PA
342
Parallel Advisors
California
$744 – – –
BAAM
343
Baker Avenue Asset Management
California
$730 – – –
TWD
344
True Wealth Design
Ohio
$584 +$519 +4 New
HCP
345
Hexagon Capital Partners
Arkansas
$292 – – –
TWP
346
TFO Wealth Partners
Ohio
$292 +$130 +1 +100%
FCA
347
Fortis Capital Advisors
Kansas
$146 -$133K -1,027 -100%
Qube Research & Technologies (QRT)
348
Qube Research & Technologies (QRT)
United Kingdom
– -$2.72M -23,636 Closed
GCM
349
Graham Capital Management
Connecticut
– -$1.46M -12,661 Closed
JCP
350
JB Capital Partners
New York
– -$1.21M -10,500 Closed
12 13
14
15 16

FIX Hedge Fund Activity: Q1 2023 in Review

347 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2023, worth a combined $5.03B — up 33% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FIX positions and 36 closed out — a net gain of 15 holders — while 123 added to existing stakes and 137 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $35.3M. The largest seller was Brown Advisory, cutting an estimated $40.1M.

  • 347 institutional investors held Comfort Systems (FIX) as of Q1 2023, up from 337 in Q4 2022.
  • Funds reported $5.03B of Comfort Systems stock for Q1 2023, up 33% quarter-over-quarter.
  • 51 funds opened new Comfort Systems positions in Q1 2023 and 36 closed out, a net change of +15 holders.
  • The largest Comfort Systems buyer in Q1 2023 was AllianceBernstein, an estimated $35.3M added.
  • The largest Comfort Systems seller in Q1 2023 was Brown Advisory, an estimated $40.1M sold.

Based on aggregated 13F filings for Q1 2023.