We are live on ! Find out more
FIX icon

Comfort Systems
FIX

506 hedge funds and large institutions have $11B invested in Comfort Systems in 2024 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 125 increasing their positions, 225 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 47

80% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $48.5M

51% more capital invested

Capital invested by funds: $7.27B → $11B (+$3.74B)

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

13% more funds holding

Funds holding: 447 → 506 (+59)

1.45% less ownership

Funds ownership: 98.7% → 97.25% (-1.4%)

44% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 225

Holders
506
Holders Change
+59
Holders Change %
+13.2%
% of All Funds
7.29%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
109
Increased
125
Reduced
225
Closed
47
Calls
$87.5M
Puts
$48.5M
Net Calls
+$39M
Net Calls Change
+$29M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
Capital World Investors
Capital World Investors
California
+$115M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$61.4M
4
Franklin Resources
Franklin Resources
California
+$41.8M
5
Blackstone Inc
Blackstone Inc
New York
+$33.2M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$118M
2
Morgan Stanley
Morgan Stanley
New York
-$117M
3
BlackRock
BlackRock
New York
-$83M
4
Millennium Management
Millennium Management
New York
-$55.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$45.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
476
Hillsdale Investment Management
Ontario, Canada
$7.94K -$1.28K -5 -17%
BIA
477
Bell Investment Advisors
California
$7.94K – – –
HNB
478
Huntington National Bank
Ohio
$7.94K +$2.81K +11 +79%
CA
479
Crewe Advisors
Utah
$6.99K +$5.62K +22 New
Mitsubishi UFJ Asset Management
480
Mitsubishi UFJ Asset Management
Japan
$6.35K – – –
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$5.72K -$1.79K -7 -28%
MCM
482
Manchester Capital Management
Vermont
$5.4K – – –
GJWM
483
Gilliland Jeter Wealth Management
Arkansas
$5.4K +$4.34K +17 New
IFAM
484
Institutional & Family Asset Management
Colorado
$5.4K +$4.34K +17 New
PWMG
485
Private Wealth Management Group
New Jersey
$5.08K – – –
FFC
486
First Financial Corp
Indiana
$5.08K +$4.09K +16 New
SIC
487
SJS Investment Consulting
Ohio
$4.77K – – –
AF
488
Allworth Financial
California
$3.81K +$255 +1 +9%
DPW
489
DiNuzzo Private Wealth
Pennsylvania
$3.18K – – –
MG
490
Mather Group
Illinois
$3.08K +$3.83K +15 New
PWA
491
Provenance Wealth Advisors
Florida
$2.86K – – –
MAM
492
Meeder Asset Management
Ohio
$2.22K +$1.79K +7 New
VCM
493
Versant Capital Management
Arizona
$1.91K – – –
CIA
494
Cape Investment Advisory
Georgia
$1.59K +$1.28K +5 New
VWA
495
Valued Wealth Advisors
Utah
$1.59K +$1.28K +5 New
AFG
496
Albion Financial Group
Utah
$1.27K +$1.02K +4 New
HI
497
Harbour Investments
Wisconsin
$1.27K +$1.02K +4 New
MFA
498
McClarren Financial Advisors
Pennsylvania
$1K +$255 +1 +50%
RS
499
Rakuten Securities
Japan
$953 +$766 +3 New
RIL
500
Rothschild Investment LLC
Illinois
$953 +$766 +3 New
18 19
20
21 22

FIX Hedge Fund Activity: Q1 2024 in Review

506 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2024, worth a combined $11B — up 51% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FIX positions and 47 closed out — a net gain of 62 holders — while 125 added to existing stakes and 225 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $373M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $118M.

  • 506 institutional investors held Comfort Systems (FIX) as of Q1 2024, up from 447 in Q4 2023.
  • Funds reported $11B of Comfort Systems stock for Q1 2024, up 51% quarter-over-quarter.
  • 109 funds opened new Comfort Systems positions in Q1 2024 and 47 closed out, a net change of +62 holders.
  • The largest Comfort Systems buyer in Q1 2024 was Fidelity Investments, an estimated $373M added.
  • The largest Comfort Systems seller in Q1 2024 was Fuller & Thaler Asset Management, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2024.