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Comfort Systems

276 hedge funds and large institutions have $2.88B invested in Comfort Systems in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more call options, than puts

Call options by funds: $6.04M | Put options by funds: $1.13M

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.75% less ownership

Funds ownership: 97.09%96.33% (-0.75%)

1% less funds holding

Funds holding: 280276 (-4)

7% less capital invested

Capital invested by funds: $3.11B → $2.88B (-$231M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

Holders
276
Holders Change
-4
Holders Change %
-1.43%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
81
Reduced
121
Closed
27
Calls
$6.04M
Puts
$1.13M
Net Calls
+$4.91M
Net Calls Change
+$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$30.8M +$642K +7,461 +2%
RS
27
Robeco Schweiz
Switzerland
$28.4M +$314K +3,653 +1%
Public Employees Retirement Association of Colorado
28
Public Employees Retirement Association of Colorado
Colorado
$26.1M
Norges Bank
29
Norges Bank
Norway
$25.5M -$3.17M -36,897 -11%
HRCM
30
Hood River Capital Management
Florida
$21.3M +$14.5M +168,691 +193%
TCM
31
Tributary Capital Management
Nebraska
$21.3M -$691K -8,029 -3%
BTW
32
Boston Trust Walden
Massachusetts
$18.8M +$110K +1,284 +0.6%
SAM
33
Storebrand Asset Management
Norway
$18.6M -$2.49M -28,974 -11%
Morgan Stanley
34
Morgan Stanley
New York
$18.2M +$5.1M +59,341 +37%
CAM
35
Congress Asset Management
Massachusetts
$16.3M +$1.37M +15,887 +9%
Ameriprise
36
Ameriprise
Minnesota
$15.6M -$41.9K -487 -0.3%
RCMC
37
RK Capital Management (Colorado)
Colorado
$15.1M -$1.02M -11,900 -6%
RJA
38
Raymond James & Associates
Florida
$14.8M -$284K -3,306 -2%
Invesco
39
Invesco
Georgia
$13.5M +$436K +5,065 +3%
Swedbank
40
Swedbank
Sweden
$12.5M +$6.02M +70,000 +88%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$10.8M +$288K +3,346 +3%
Truist Financial
42
Truist Financial
North Carolina
$10.5M -$780K -9,066 -7%
Wells Fargo
43
Wells Fargo
California
$10.2M -$2.99M -34,797 -22%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$9.95M -$788K -9,162 -7%
First Trust Advisors
45
First Trust Advisors
Illinois
$9.27M +$1.68M +19,541 +21%
RA
46
Royce & Associates
New York
$9.04M -$869K -10,104 -9%
Legal & General Group
47
Legal & General Group
United Kingdom
$8.55M +$69.8K +812 +0.8%
Massachusetts Financial Services
48
Massachusetts Financial Services
Massachusetts
$8.43M -$1.01M -11,795 -10%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$8.34M -$37.9K -441 -0.4%
AllianceBernstein
50
AllianceBernstein
Tennessee
$8.28M -$94.8K -1,102 -1%

FIX Hedge Fund Activity: Q2 2022 in Review

276 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q2 2022, worth a combined $2.88B — down 7.4% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FIX positions and 27 closed out — a net gain of 4 holders — while 81 added to existing stakes and 121 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16.2M. The largest seller was Robeco Institutional Asset Management, exiting entirely with an estimated $29.4M sold.

  • 276 institutional investors held Comfort Systems (FIX) as of Q2 2022, down from 280 in Q1 2022.
  • Funds reported $2.88B of Comfort Systems stock for Q2 2022, down 7.4% quarter-over-quarter.
  • 31 funds opened new Comfort Systems positions in Q2 2022 and 27 closed out, a net change of +4 holders.
  • The largest Comfort Systems buyer in Q2 2022 was Fidelity Investments, an estimated $16.2M added.
  • The largest Comfort Systems seller in Q2 2022 was Robeco Institutional Asset Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q2 2022.