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Comfort Systems

665 hedge funds and large institutions have $14.4B invested in Comfort Systems in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 222 increasing their positions, 236 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 54

13% more funds holding

Funds holding: 590665 (+75)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $13B → $14.4B (+$1.36B)

1.79% more ownership

Funds ownership: 93.62%95.41% (+1.8%)

6% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 236

18% less call options, than puts

Call options by funds: $51.8M | Put options by funds: $62.8M

Holders
665
Holders Change
+75
Holders Change %
+12.71%
% of All Funds
8.76%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
138
Increased
222
Reduced
236
Closed
54
Calls
$51.8M
Puts
$62.8M
Net Calls
-$11M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
526
Bravias Capital Group
New Jersey
$225K +$226K +515 New
Marshall Wace
527
Marshall Wace
United Kingdom
$224K +$232K +529 New
GWM
528
Gibbs Wealth Management
Georgia
$223K -$557K -1,269 -71%
MWM
529
Mindset Wealth Management
Indiana
$223K
SLAM
530
Swiss Life Asset Management
$221K +$230K +523 New
BCM
531
BluePath Capital Management
Georgia
$220K +$220K +500 New
C
532
Covestor
United Kingdom
$218K +$22K +50 +11%
BAM
533
Belpointe Asset Management
Nevada
$215K -$439 -1 -0.2%
NWAG
534
Net Worth Advisory Group
Utah
$215K -$6.59K -15 -3%
FPAS
535
Focus Partners Advisor Solutions
Missouri
$214K +$222K +505 New
RGF
536
Retirement Guys Formula
Ohio
$214K -$26.3K -60 -11%
PCS
537
Personal CFO Solutions
New Jersey
$212K +$219K +499 New
DO
538
denkapparat Operations
Germany
$210K +$218K +496 New
WI
539
WBI Investments
New Jersey
$210K -$1.72M -3,912 -89%
BFA
540
Brendel Financial Advisors
New Hampshire
$207K +$214K +488 New
FC
541
Farringdon Capital
United Kingdom
$204K +$211K +481 New
SOW
542
State of Wyoming
Wyoming
$199K -$231K -525 -53%
CFP
543
Comprehensive Financial Planning
Pennsylvania
$196K +$203K +463 New
PA
544
Parallel Advisors
California
$167K +$22.8K +52 +15%
S
545
SignatureFD
Georgia
$167K +$7.03K +16 +4%
HT
546
Headlands Technologies
Illinois
$167K +$173K +393 New
CFGS
547
Concourse Financial Group Securities
Alabama
$162K -$234K -534 -64%
VFA
548
Virtus Fund Advisers
Connecticut
$160K -$7.9K -18 -5%
QL
549
Quarry LP
New York
$159K +$76.8K +175 +87%
CP
550
Castleview Partners
Texas
$150K

FIX Hedge Fund Activity: Q4 2024 in Review

665 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2024, worth a combined $14.4B — up 10% from $13B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new FIX positions and 54 closed out — a net gain of 84 holders — while 222 added to existing stakes and 236 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Baillie Gifford & Co, cutting an estimated $176M.

  • 665 institutional investors held Comfort Systems (FIX) as of Q4 2024, up from 590 in Q3 2024.
  • Funds reported $14.4B of Comfort Systems stock for Q4 2024, up 10% quarter-over-quarter.
  • 138 funds opened new Comfort Systems positions in Q4 2024 and 54 closed out, a net change of +84 holders.
  • The largest Comfort Systems buyer in Q4 2024 was JP Morgan Chase, an estimated $110M added.
  • The largest Comfort Systems seller in Q4 2024 was Baillie Gifford & Co, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2024.