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
PI
501
PEAK6 Investments
Illinois
$865 – – –
HCP
502
Hexagon Capital Partners
Arkansas
$635 – – –
TWP
503
TFO Wealth Partners
Ohio
$635 – – –
WWP
504
WR Wealth Planners
Missouri
$318 +$255 +1 New
EWA
505
EverSource Wealth Advisors
Alabama
$309 -$8.69K -34 -97%
Macquarie Group
506
Macquarie Group
Australia
$4 +$3.58K +14 New
WHG
507
Westwood Holdings Group
Texas
– -$31.3M -151,989 Closed
TCM
508
Tributary Capital Management
Nebraska
– -$20.9M -101,427 Closed
BGC
509
Blue Grotto Capital
Georgia
– -$17.7M -85,819 Closed
HF
510
HRT Financial
New York
– -$17.5M -85,011 Closed
CSS
511
Cubist Systematic Strategies
Connecticut
– -$13.2M -51,793 Closed
Qube Research & Technologies (QRT)
512
Qube Research & Technologies (QRT)
United Kingdom
– -$7.08M -34,409 Closed
TAM
513
Third Avenue Management
New York
– -$4M -19,434 Closed
PMEF
514
Point72 Middle East FZE
United Arab Emirates
– -$2.9M -14,080 Closed
BA
515
Bridgewater Associates
Connecticut
– -$1.62M -7,854 Closed
CCM
516
Cinctive Capital Management
New York
– -$1.54M -7,502 Closed
FRM
517
Fox Run Management
Connecticut
– -$1.36M -6,605 Closed
TC
518
TwinBeech Capital
New York
– -$840K -4,083 Closed
FNBOO
519
First National Bank of Omaha
Nebraska
– -$831K -4,040 Closed
AAM
520
Azzad Asset Management
Virginia
– -$774K -3,765 Closed
Janney Montgomery Scott
521
Janney Montgomery Scott
Pennsylvania
– -$762K -3,704 Closed
PRC
522
Pearl River Capital
Michigan
– -$701K -3,406 Closed
MTIM
523
Marathon Trading Investment Management
Pennsylvania
– -$617K -3,000 Closed
QCM
524
Qsemble Capital Management
New York
– -$551K -2,679 Closed
HIS
525
Harvest Investment Services
Illinois
– -$511K -2,484 Closed
19 20
21
22 23

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.