We are live on ! Find out more
FIX icon

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
GC
551
Globeflex Capital
California
$147K +$152K +347 New
AF
552
Advisornet Financial
Minnesota
$145K -$61K -139 -29%
CIM
553
Contravisory Investment Management
Massachusetts
$122K +$59.7K +136 +89%
PFBT
554
Parkside Financial Bank & Trust
Missouri
$112K +$22.8K +52 +25%
RFA
555
Reyes Financial Architecture
California
$106K +$110K +250 New
CMP
556
Coston McIsaac & Partners
Maine
$98K
AA
557
AlphaCentric Advisors
Puerto Rico
$90.7K -$16.2K -37 -15%
HI
558
Harbour Investments
Wisconsin
$89.2K +$439 +1 +0.5%
OC
559
Oarsman Capital
Wisconsin
$87.9K -$878 -2 -1%
HNB
560
Huntington National Bank
Ohio
$81.8K +$9.22K +21 +12%
FLP
561
Financial Life Planners
Arizona
$80.6K +$83.4K +190 New
SS
562
SBI Securities
Japan
$79.3K +$82.1K +187 New
AssetMark Inc
563
AssetMark Inc
California
$75.9K +$3.07K +7 +4%
IA
564
IFP Advisors
Florida
$72.1K +$10.1K +23 +16%
VSQM
565
V-Square Quantitative Management
Illinois
$70.8K +$18K +41 +33%
AS
566
Altshuler Shaham
Israel
$69.1K +$71.6K +163 New
T
567
Transce3nd
Texas
$68.4K +$70.7K +161 New
TWD
568
True Wealth Design
Ohio
$66.2K +$8.34K +19 +14%
SAM
569
Smartleaf Asset Management
Massachusetts
$65.3K +$26.8K +61 +67%
BBHC
570
Brown Brothers Harriman & Co
New York
$62.3K
GRP
571
Global Retirement Partners
California
$59.6K -$2.19K -5 -3%
RA
572
Rise Advisors
New York
$58.7K
GM
573
GeoWealth Management
Illinois
$58.1K +$878 +2 +1%
MPWT
574
MassMutual Private Wealth & Trust
Connecticut
$57.2K +$2.63K +6 +5%
BAM
575
Byrne Asset Management
New Jersey
$55.1K

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.