Comfort Systems
590 hedge funds and large institutions have $13B invested in Comfort Systems in 2024 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 204 increasing their positions, 217 reducing their positions, and 65 closing their positions.
76% more call options, than puts
Call options by funds: $89M | Put options by funds: $50.6M
60% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 65
25% more capital invested
Capital invested by funds: $10.5B → $13B (+$2.59B)
6% more funds holding
Funds holding: 554 → 590 (+36)
6% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 217
2.63% less ownership
Funds ownership: 96.25% → 93.62% (-2.6%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$117M |
| 2 |
BlackRock
New York
|
+$117M |
| 3 |
Goldman Sachs
New York
|
+$102M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$58M |
| 5 |
Jennison Associates
New York
|
+$57.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$74.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$58.6M |
| 3 |
Jane Street
New York
|
-$57.7M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$56M |
| 5 |
Millennium Management
New York
|
-$55.4M |
FIX Hedge Fund Activity: Q3 2024 in Review
590 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q3 2024, worth a combined $13B — up 25% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new FIX positions and 65 closed out — a net gain of 39 holders — while 204 added to existing stakes and 217 trimmed.
The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $117M. The largest seller was JP Morgan Chase, cutting an estimated $74.7M.
- 590 institutional investors held Comfort Systems (FIX) as of Q3 2024, up from 554 in Q2 2024.
- Funds reported $13B of Comfort Systems stock for Q3 2024, up 25% quarter-over-quarter.
- 104 funds opened new Comfort Systems positions in Q3 2024 and 65 closed out, a net change of +39 holders.
- The largest Comfort Systems buyer in Q3 2024 was Vaughan Nelson Investment Management, an estimated $117M added.
- The largest Comfort Systems seller in Q3 2024 was JP Morgan Chase, an estimated $74.7M sold.
Based on aggregated 13F filings for Q3 2024.