Comfort Systems
447 hedge funds and large institutions have $7.27B invested in Comfort Systems in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 43 closing their positions.
144% more call options, than puts
Call options by funds: $16.8M | Put options by funds: $6.87M
128% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 43
22% more capital invested
Capital invested by funds: $5.96B → $7.27B (+$1.31B)
12% more funds holding
Funds holding: 399 → 447 (+48)
0.99% more ownership
Funds ownership: 97.72% → 98.7% (+0.99%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
28% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 181
Top Buyers
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
+$78.8M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$78.6M |
| 3 |
JP Morgan Chase
New York
|
+$74.7M |
| 4 |
Morgan Stanley
New York
|
+$67.2M |
| 5 |
Millennium Management
New York
|
+$39.2M |
Top Sellers
| 1 |
BlackRock
New York
|
-$239M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$67.2M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$33.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$23.7M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$21.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VAG
476
VisionPoint Advisory Group
Dallas,
Texas
| – | -$59.5K | -349 | Closed |
|
477
Simplex Trading
Chicago,
Illinois
| – | -$45.1K | -244 | Closed |
|
|
NL
478
NVWM LLC
Yardley,
Pennsylvania
| – | -$15.3K | -90 | Closed |
|
|
CT
479
Clearstead Trust
Portland,
Maine
| – | -$12.3K | -72 | Closed |
|
|
GA
480
GoalVest Advisory
New York
| – | -$10.6K | -62 | Closed |
|
|
FRA
481
Front Row Advisors
Tiburon,
California
| – | -$8.35K | -49 | Closed |
|
|
QL
482
Quarry LP
New York
| – | -$8.18K | -48 | Closed |
|
|
BAAM
483
Baker Avenue Asset Management
San Francisco,
California
| – | -$7.84K | -46 | Closed |
|
|
CSPIA
484
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$7.33K | -43 | Closed |
|
|
RFG
485
RFP Financial Group
Atlanta,
Georgia
| – | -$3.24K | -19 | Closed |
|
|
MIA
486
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$2.73K | -16 | Closed |
|
|
UFF
487
USA Financial Formulas
Ada,
Michigan
| – | -$2.39K | -14 | Closed |
|
|
MAM
488
Meeder Asset Management
Dublin,
Ohio
| – | -$1.88K | -11 | Closed |
|
|
CA
489
Crewe Advisors
Salt Lake City,
Utah
| – | -$171 | -1 | Closed |
|
FIX Hedge Fund Activity: Q4 2023 in Review
447 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2023, worth a combined $7.27B — up 22% from $5.96B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new FIX positions and 43 closed out — a net gain of 55 holders — while 130 added to existing stakes and 181 trimmed.
The largest buyer was Westfield Capital Management, opening a new position worth an estimated $78.8M. The largest seller was BlackRock, cutting an estimated $239M.
- 447 institutional investors held Comfort Systems (FIX) as of Q4 2023, up from 399 in Q3 2023.
- Funds reported $7.27B of Comfort Systems stock for Q4 2023, up 22% quarter-over-quarter.
- 98 funds opened new Comfort Systems positions in Q4 2023 and 43 closed out, a net change of +55 holders.
- The largest Comfort Systems buyer in Q4 2023 was Westfield Capital Management, an estimated $78.8M added.
- The largest Comfort Systems seller in Q4 2023 was BlackRock, an estimated $239M sold.
Based on aggregated 13F filings for Q4 2023.