Comfort Systems
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.
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
Top Buyers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$35.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$33.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.5M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$24.4M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QL
376
Quarry LP
New York
| – | -$19.7K | -171 | Closed |
|
|
BFEC
377
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$7K | -59 | Closed |
|
|
FA
378
Fiduciary Alliance
Greenville,
South Carolina
| – | -$5.41K | -47 | Closed |
|
|
PWMG
379
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$2.99K | -26 | Closed |
|
|
ACM
380
AUA Capital Management
Camp Hill,
Pennsylvania
| – | -$2.88K | -25 | Closed |
|
|
EI
381
Ellevest Inc
New York
| – | -$1.61K | -14 | Closed |
|
382
Rockefeller Capital Management
New York
| – | -$1K | -10 | Closed |
|
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.