We are live on ! Find out more
FIX icon

Comfort Systems

240 hedge funds and large institutions have $1.76B invested in Comfort Systems in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 94.46%93.54% (-0.92%)

4% less capital invested

Capital invested by funds: $1.82B → $1.76B (-$64.2M)

7% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 92

6% less funds holding

Funds holding: 255240 (-15)

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

98% less call options, than puts

Call options by funds: $15K | Put options by funds: $994K

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
240
Holders Change
-15
Holders Change %
-5.88%
% of All Funds
5.21%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
86
Reduced
92
Closed
36
Calls
$15K
Puts
$994K
Net Calls
-$979K
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$14.7M -$374K -7,275 -2%
Federated Hermes
27
Federated Hermes
Pennsylvania
$13.7M -$624K -12,136 -4%
Man Group
28
Man Group
United Kingdom
$13.3M +$1.09M +21,101 +9%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$13.1M +$329K +6,388 +3%
Prudential Financial
30
Prudential Financial
New Jersey
$12.9M +$3.66M +71,216 +39%
AL
31
AJO LP
Pennsylvania
$12.1M +$3.65M +70,977 +43%
RA
32
Royce & Associates
New York
$10.7M -$1.92M -37,299 -15%
Victory Capital Management
33
Victory Capital Management
Texas
$10.1M -$2.23M -43,298 -18%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$9.99M +$1.78M +34,681 +22%
EIP
35
Epoch Investment Partners
New York
$9.92M -$9.41M -182,975 -48%
Impax Asset Management Group
36
Impax Asset Management Group
United Kingdom
$9.45M -$1.54M -30,000 -14%
Citadel Advisors
37
Citadel Advisors
Florida
$9.22M +$286K +5,550 +3%
APG Asset Management
38
APG Asset Management
Netherlands
$9.15M +$664K +12,900 +7%
SBH
39
Segall Bryant & Hamill
Illinois
$9.1M +$9.19M +178,516 New
Morgan Stanley
40
Morgan Stanley
New York
$8.81M +$8.04M +156,214 +945%
American Century Companies
41
American Century Companies
Missouri
$8.72M +$1.35M +26,185 +18%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$8.52M +$59.9K +1,165 +0.7%
Millennium Management
43
Millennium Management
New York
$8.2M -$7.82M -151,969 -49%
Bank of America
44
Bank of America
North Carolina
$7.48M +$1.18M +22,857 +18%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$6.69M -$257K -5,000 -4%
FIM
46
Foresters Investment Management
New York
$6.57M -$211K -4,100 -3%
Renaissance Technologies
47
Renaissance Technologies
New York
$6.5M -$14.6M -283,400 -69%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$6.42M -$980K -19,047 -13%
AllianceBernstein
49
AllianceBernstein
Tennessee
$6.4M +$772K +14,997 +14%
Invesco
50
Invesco
Georgia
$6.09M -$291K -5,665 -5%

FIX Hedge Fund Activity: Q2 2019 in Review

240 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q2 2019, worth a combined $1.76B — down 3.5% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FIX and 25 opened new positions — a net loss of 11 holders — while 92 trimmed existing stakes and 86 added.

The largest buyer was Ameriprise, adding an estimated $55.8M. The largest seller was Neumeier Poma Investment Counsel, cutting an estimated $26M.

  • 240 institutional investors held Comfort Systems (FIX) as of Q2 2019, down from 255 in Q1 2019.
  • Funds reported $1.76B of Comfort Systems stock for Q2 2019, down 3.5% quarter-over-quarter.
  • 25 funds opened new Comfort Systems positions in Q2 2019 and 36 closed out, a net change of -11 holders.
  • The largest Comfort Systems buyer in Q2 2019 was Ameriprise, an estimated $55.8M added.
  • The largest Comfort Systems seller in Q2 2019 was Neumeier Poma Investment Counsel, an estimated $26M sold.

Based on aggregated 13F filings for Q2 2019.