Comfort Systems
506 hedge funds and large institutions have $11B invested in Comfort Systems in 2024 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 125 increasing their positions, 225 reducing their positions, and 47 closing their positions.
132% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 47
80% more call options, than puts
Call options by funds: $87.5M | Put options by funds: $48.5M
51% more capital invested
Capital invested by funds: $7.27B → $11B (+$3.74B)
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
13% more funds holding
Funds holding: 447 → 506 (+59)
1.45% less ownership
Funds ownership: 98.7% → 97.25% (-1.4%)
44% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 225
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$373M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$115M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$61.4M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$41.8M |
| 5 |
Blackstone Inc
New York
|
+$33.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$118M |
| 2 |
Morgan Stanley
New York
|
-$117M |
| 3 |
BlackRock
New York
|
-$83M |
| 4 |
Millennium Management
New York
|
-$55.6M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$45.6M |
FIX Hedge Fund Activity: Q1 2024 in Review
506 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2024, worth a combined $11B — up 51% from $7.27B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new FIX positions and 47 closed out — a net gain of 62 holders — while 125 added to existing stakes and 225 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $373M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $118M.
- 506 institutional investors held Comfort Systems (FIX) as of Q1 2024, up from 447 in Q4 2023.
- Funds reported $11B of Comfort Systems stock for Q1 2024, up 51% quarter-over-quarter.
- 109 funds opened new Comfort Systems positions in Q1 2024 and 47 closed out, a net change of +62 holders.
- The largest Comfort Systems buyer in Q1 2024 was Fidelity Investments, an estimated $373M added.
- The largest Comfort Systems seller in Q1 2024 was Fuller & Thaler Asset Management, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2024.