Comfort Systems
665 hedge funds and large institutions have $14.4B invested in Comfort Systems in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 222 increasing their positions, 236 reducing their positions, and 54 closing their positions.
156% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 54
13% more funds holding
Funds holding: 590 → 665 (+75)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
10% more capital invested
Capital invested by funds: $13B → $14.4B (+$1.36B)
1.79% more ownership
Funds ownership: 93.62% → 95.41% (+1.8%)
6% less repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 236
18% less call options, than puts
Call options by funds: $51.8M | Put options by funds: $62.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$110M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$91.4M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$77.7M |
| 4 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
+$68.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$65.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$176M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$105M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$75.2M |
| 4 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$73.1M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$68.8M |
FIX Hedge Fund Activity: Q4 2024 in Review
665 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2024, worth a combined $14.4B — up 10% from $13B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new FIX positions and 54 closed out — a net gain of 84 holders — while 222 added to existing stakes and 236 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Baillie Gifford & Co, cutting an estimated $176M.
- 665 institutional investors held Comfort Systems (FIX) as of Q4 2024, up from 590 in Q3 2024.
- Funds reported $14.4B of Comfort Systems stock for Q4 2024, up 10% quarter-over-quarter.
- 138 funds opened new Comfort Systems positions in Q4 2024 and 54 closed out, a net change of +84 holders.
- The largest Comfort Systems buyer in Q4 2024 was JP Morgan Chase, an estimated $110M added.
- The largest Comfort Systems seller in Q4 2024 was Baillie Gifford & Co, an estimated $176M sold.
Based on aggregated 13F filings for Q4 2024.