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Comfort Systems
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Overview Fund Activity

551 hedge funds and large institutions have $10.4B invested in Comfort Systems in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 176 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+49
Holders Change %
+9.76%
% of All Funds
8.02%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
106
Increased
176
Reduced
210
Closed
49
Calls
$54.4M
Puts
$32.1M
Net Calls
+$22.4M
Net Calls Change
-$16.6M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$104M
2
Capital World Investors
2
Capital World Investors
California
$738M
3
Jane Street
3
Jane Street
New York
$80.4M
4
Invesco
4
Invesco
Georgia
$462M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$263M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$519M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$109M
3
GIC
3
GFI Investment Counsel
Ontario, Canada
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$76.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$58.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
426
Spire Wealth Management
Virginia
$234K -$24.6K -81 -10%
AAM
427
Advisors Asset Management
Colorado
$232K +$232K +764 New
MFA
428
Mayflower Financial Advisors
Massachusetts
$232K -$5.78K -19 -2%
IWM
429
IHT Wealth Management
Illinois
$232K +$232K +762 New
DWM
430
Dakota Wealth Management
Florida
$230K -$103K -340 -31%
TPCW
431
TD Private Client Wealth
New York
$227K -$10.6K -35 -4%
PCM
432
Prelude Capital Management
New York
$222K +$6.39K +21 +3%
PFG
433
Prosperity Financial Group
California
$221K +$221K +728 New
SB
434
Strategic Blueprint
Georgia
$220K +$5.17K +17 +2%
DWT
435
Dorsey & Whitney Trust
South Dakota
$217K -$3.04K -10 -1%
MNBTD
436
Moody National Bank Trust Division
Texas
$216K +$216K +711 New
EMAM
437
Encompass More Asset Management
California
$216K +$216K +709 New
LAM
438
L2 Asset Management
Massachusetts
$215K +$215K +707 New
CG
439
Caprock Group
Idaho
$214K +$19.2K +63 +10%
PI
440
PFG Investments
New York
$214K -$1.73M -5,681 -89%
GT
441
Glenview Trust
Kentucky
$210K – – –
AHL
442
Abel Hall LLC
Louisiana
$208K +$12.5K +41 +6%
KPWS
443
Kestra Private Wealth Services
Texas
$208K -$779K -2,564 -79%
I
444
InceptionR
California
$203K -$691K -2,273 -77%
GWP
445
Gen-Wealth Partners
Michigan
$200K +$52K +171 +35%
SPIA
446
Steward Partners Investment Advisory
New York
$170K – – –
AF
447
Advisornet Financial
Minnesota
$146K +$71.5K +235 +96%
C
448
Covestor
United Kingdom
$132K -$24.6K -81 -16%
FFA
449
Farther Finance Advisors
California
$127K +$112K +379 +729%
VFA
450
Virtus Fund Advisers
Connecticut
$120K -$47.1K -155 -28%
16 17
18
19 20