We are live on ! Find out more
FIX icon

Comfort Systems

280 hedge funds and large institutions have $3.11B invested in Comfort Systems in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 104 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $755K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.13% more ownership

Funds ownership: 96.96%97.09% (+0.13%)

0% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 104

4% less funds holding

Funds holding: 291280 (-11)

9% less capital invested

Capital invested by funds: $3.41B → $3.11B (-$298M)

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
280
Holders Change
-11
Holders Change %
-3.78%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
30
Increased
104
Reduced
104
Closed
39
Calls
$2.96M
Puts
$755K
Net Calls
+$2.21M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$32.3M +$423K +4,711 +1%
Norges Bank
27
Norges Bank
Norway
$30.6M
RS
28
Robeco Schweiz
Switzerland
$30M +$897K +10,000 +3%
Robeco Institutional Asset Management
29
Robeco Institutional Asset Management
Netherlands
$29.4M +$897K +10,000 +3%
Public Employees Retirement Association of Colorado
30
Public Employees Retirement Association of Colorado
Colorado
$27.9M -$48.6K -541 -0.2%
TCM
31
Tributary Capital Management
Nebraska
$23.5M +$1.13M +12,632 +5%
SAM
32
Storebrand Asset Management
Norway
$22.5M -$5.81M -64,725 -20%
PAM
33
Panagora Asset Management
Massachusetts
$20.2M +$567K +6,317 +3%
BTW
34
Boston Trust Walden
Massachusetts
$20M +$628K +6,998 +3%
RCMC
35
RK Capital Management (Colorado)
Colorado
$17.3M +$7.47M +83,200 +75%
Ameriprise
36
Ameriprise
Minnesota
$16.8M +$132K +1,471 +0.8%
RJA
37
Raymond James & Associates
Florida
$16.2M +$102K +1,137 +0.6%
CAM
38
Congress Asset Management
Massachusetts
$16M +$16.2M +180,039 New
Morgan Stanley
39
Morgan Stanley
New York
$14.2M -$11.2M -124,501 -44%
Invesco
40
Invesco
Georgia
$14M -$31.1M -346,845 -69%
Wells Fargo
41
Wells Fargo
California
$14M -$267K -2,973 -2%
Truist Financial
42
Truist Financial
North Carolina
$12M +$1.54M +17,130 +14%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$11.8M +$493K +5,498 +4%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$11.5M -$857K -9,548 -7%
RA
45
Royce & Associates
New York
$10.6M -$3.76M -41,904 -26%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$10.1M +$2.14M +23,845 +27%
Legal & General Group
47
Legal & General Group
United Kingdom
$9.08M -$74.6K -831 -0.8%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$8.97M +$761K +8,484 +9%
AllianceBernstein
49
AllianceBernstein
Tennessee
$8.96M +$171K +1,903 +2%
EIP
50
Epoch Investment Partners
New York
$8.44M -$4.99M -55,648 -37%

FIX Hedge Fund Activity: Q1 2022 in Review

280 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2022, worth a combined $3.11B — down 8.7% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FIX and 30 opened new positions — a net loss of 9 holders — while 104 trimmed existing stakes and 104 added.

The largest buyer was Capital World Investors, adding an estimated $51.2M. The largest seller was Invesco, cutting an estimated $31.1M.

  • 280 institutional investors held Comfort Systems (FIX) as of Q1 2022, down from 291 in Q4 2021.
  • Funds reported $3.11B of Comfort Systems stock for Q1 2022, down 8.7% quarter-over-quarter.
  • 30 funds opened new Comfort Systems positions in Q1 2022 and 39 closed out, a net change of -9 holders.
  • The largest Comfort Systems buyer in Q1 2022 was Capital World Investors, an estimated $51.2M added.
  • The largest Comfort Systems seller in Q1 2022 was Invesco, an estimated $31.1M sold.

Based on aggregated 13F filings for Q1 2022.