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Comfort Systems
FIX

447 hedge funds and large institutions have $7.27B invested in Comfort Systems in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $6.87M

128% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 43

22% more capital invested

Capital invested by funds: $5.96B → $7.27B (+$1.31B)

12% more funds holding

Funds holding: 399 → 447 (+48)

0.99% more ownership

Funds ownership: 97.72% → 98.7% (+0.99%)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

28% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 181

Holders
447
Holders Change
+48
Holders Change %
+12.03%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
98
Increased
130
Reduced
181
Closed
43
Calls
$16.8M
Puts
$6.87M
Net Calls
+$9.91M
Net Calls Change
+$1.17M

Top Buyers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$78.8M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$78.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$74.7M
4
Morgan Stanley
Morgan Stanley
New York
+$67.2M
5
Millennium Management
Millennium Management
New York
+$39.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$239M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$67.2M
3
WHG
Westwood Holdings Group
Texas
-$33.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$23.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
326
Commonwealth Equity Services
Massachusetts
$305K +$31.2K +169 +13%
CC
327
Corton Capital
Ontario, Canada
$304K +$273K +1,479 New
FHB
328
First Hawaiian Bank
Hawaii
$299K -$9.98K -54 -4%
PAG
329
Private Advisor Group
New Jersey
$297K +$267K +1,443 New
VCP
330
Verus Capital Partners
Arizona
$296K +$266K +1,437 New
SVWAG
331
Sound View Wealth Advisors Group
Georgia
$295K – – –
QCG
332
Quadrant Capital Group
Ohio
$282K +$56.7K +307 +29%
CAM
333
Cresset Asset Management
Illinois
$278K -$4.62K -25 -2%
MYIA
334
Mount Yale Investment Advisors
Colorado
$278K -$2.22K -12 -0.9%
VI
335
Versor Investments
New York
$277K -$517K -2,799 -67%
DWM
336
Dakota Wealth Management
Florida
$273K -$3.14K -17 -1%
CAN
337
Cetera Advisor Networks
California
$272K -$6.28K -34 -3%
KI
338
Kapitalo Investimentos
Brazil
$266K +$239K +1,292 New
Cerity Partners
339
Cerity Partners
New York
$260K +$234K +1,265 New
BMSSC
340
B. Metzler seel. Sohn & Co
Germany
$252K +$226K +1,225 New
CNBT
341
Canandaigua National Bank & Trust
New York
$248K -$2.4K -13 -1%
FA
342
FDx Advisors
Illinois
$247K +$222K +1,201 New
HWMA
343
Heritage Wealth Management (Arizona)
Arizona
$246K +$221K +1,195 New
AIM
344
Aigen Investment Management
New York
$246K -$214K -1,158 -49%
EH
345
Equitable Holdings
New York
$243K +$218K +1,180 New
SAM
346
Shell Asset Management
Netherlands
$238K +$213K +1,155 New
AWM
347
Apollon Wealth Management
South Carolina
$238K -$83.5K -452 -28%
FW
348
FirstPurpose Wealth
Utah
$233K -$18.5K -100 -8%
BC
349
Bridgefront Capital
Texas
$231K +$208K +1,125 New
DS
350
DRW Securities
Illinois
$226K +$203K +1,100 New
12 13
14
15 16

FIX Hedge Fund Activity: Q4 2023 in Review

447 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2023, worth a combined $7.27B — up 22% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new FIX positions and 43 closed out — a net gain of 55 holders — while 130 added to existing stakes and 181 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $78.8M. The largest seller was BlackRock, cutting an estimated $239M.

  • 447 institutional investors held Comfort Systems (FIX) as of Q4 2023, up from 399 in Q3 2023.
  • Funds reported $7.27B of Comfort Systems stock for Q4 2023, up 22% quarter-over-quarter.
  • 98 funds opened new Comfort Systems positions in Q4 2023 and 43 closed out, a net change of +55 holders.
  • The largest Comfort Systems buyer in Q4 2023 was Westfield Capital Management, an estimated $78.8M added.
  • The largest Comfort Systems seller in Q4 2023 was BlackRock, an estimated $239M sold.

Based on aggregated 13F filings for Q4 2023.