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Comfort Systems
FIX

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
506
Holders Change
+59
Holders Change %
+13.2%
% of All Funds
7.29%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
109
Increased
125
Reduced
225
Closed
47
Calls
$87.5M
Puts
$48.5M
Net Calls
+$39M
Net Calls Change
+$29M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
Capital World Investors
Capital World Investors
California
+$115M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$61.4M
4
Franklin Resources
Franklin Resources
California
+$41.8M
5
Blackstone Inc
Blackstone Inc
New York
+$33.2M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$118M
2
Morgan Stanley
Morgan Stanley
New York
-$117M
3
BlackRock
BlackRock
New York
-$83M
4
Millennium Management
Millennium Management
New York
-$55.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$45.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
401
Vinva Investment Management
Australia
$231K +$121K +475 New
OCBCO
402
Oversea-Chinese Banking Corp (OCBC)
Singapore
$231K +$185K +726 New
DWT
403
Dorsey & Whitney Trust
South Dakota
$230K +$185K +723 New
PCM
404
Prelude Capital Management
New York
$225K -$84.8K -332 -32%
SB
405
Strategic Blueprint
Georgia
$225K +$181K +708 New
BTWM
406
Baker Tilly Wealth Management
Wisconsin
$223K -$78.2K -306 -30%
GT
407
Glenview Trust
Kentucky
$219K +$176K +689 New
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$214K +$172K +672 New
HGERS
409
Householder Group Estate & Retirement Specialist
Arizona
$208K +$12.3K +48 +8%
PWM
410
Perigon Wealth Management
California
$207K +$167K +652 New
OAM
411
Origin Asset Management
United Kingdom
$207K +$166K +650 New
AWM
412
Axxcess Wealth Management
California
$206K +$166K +650 New
OWMIAS
413
One Wealth Management Investment & Advisory Services
Florida
$205K +$165K +644 New
AHL
414
Abel Hall LLC
Louisiana
$204K +$164K +643 New
CG
415
Caprock Group
Idaho
$204K +$164K +642 New
AC
416
Armistice Capital
New York
$203K +$163K +639 New
BTI
417
Blue Trust Inc
Georgia
$198K +$26.3K +103 +20%
SPIA
418
Steward Partners Investment Advisory
New York
$177K +$5.62K +22 +4%
VFA
419
Virtus Fund Advisers
Connecticut
$175K – – –
C
420
Covestor
United Kingdom
$164K -$11.8K -46 -8%
GWP
421
Gen-Wealth Partners
Michigan
$154K +$124K +486 New
CFGS
422
Concourse Financial Group Securities
Alabama
$144K -$255 -1 -0.2%
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$135K +$108K +424 New
KOCAA
424
Knights of Columbus Asset Advisors
Connecticut
$130K -$6.5M -25,465 -98%
NC
425
nVerses Capital
Florida
$127K +$102K +400 New
15 16
17
18 19

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.