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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
SG Americas Securities
351
SG Americas Securities
New York
– -$1.19M -10,375 Closed
DTL
352
Dynamic Technology Lab
Singapore
– -$955K -8,300 Closed
Massachusetts Financial Services
353
Massachusetts Financial Services
Massachusetts
– -$802K -6,965 Closed
VF
354
Virtu Financial
New York
– -$767K -6,670 Closed
PAS
355
Park Avenue Securities
New York
– -$731K -6,354 Closed
CCIA
356
Campbell & Co Investment Adviser
Maryland
– -$668K -5,807 Closed
Balyasny Asset Management
357
Balyasny Asset Management
Illinois
– -$615K -5,342 Closed
I
358
InceptionR
California
– -$543K -4,717 Closed
TFA
359
Toth Financial Advisory
Virginia
– -$538K -4,675 Closed
KAS
360
Kestra Advisory Services
Texas
– -$530K -4,602 Closed
Lido Advisors
361
Lido Advisors
California
– -$476K -4,137 Closed
QT
362
Quantbot Technologies
New York
– -$465K -4,038 Closed
KI
363
Kula Investments
Illinois
– -$373K -3,242 Closed
YIH
364
Y-Intercept (HK)
Hong Kong
– -$284K -2,464 Closed
SG
365
Strid Group
Pennsylvania
– -$272K -2,361 Closed
Verition Fund Management
366
Verition Fund Management
Connecticut
– -$219K -1,904 Closed
JFG
367
Jefferies Financial Group
New York
– -$215K -1,865 Closed
BFM
368
Boothbay Fund Management
New York
– -$203K -1,760 Closed
MM
369
MQS Management
New York
– -$202K -1,754 Closed
SVWAG
370
Sound View Wealth Advisors Group
Georgia
– -$295K -1,434 Closed
AA
371
Ancora Advisors
Ohio
– -$147K -1,275 Closed
CS
372
Comerica Securities
Michigan
– -$51K -443 Closed
SWA
373
Sutton Wealth Advisors
Florida
– -$45K -391 Closed
PI
374
PineBridge Investments
New York
– -$30.4K -264 Closed
MCC
375
Money Concepts Capital
Florida
– -$23K -200 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.