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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
TSMHT
576
Thurston Springer Miller Herd & Titak
Indiana
$53.4K +$12.3K +28 +29%
RS
577
Rakuten Securities
Japan
$49.6K -$74.2K -169 -59%
Skandinaviska Enskilda Banken (SEB)
578
Skandinaviska Enskilda Banken (SEB)
Sweden
$48.1K +$45.7K +104 +1,300%
JFGIW
579
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.4K +$25.9K +59 +131%
PTC
580
Private Trust Company
Ohio
$45K +$13.6K +31 +41%
AIM
581
Anchor Investment Management
South Carolina
$39.9K
CT
582
Colonial Trust
South Carolina
$36.5K +$29.4K +67 +353%
HIA
583
Harbor Investment Advisory
Maryland
$36K +$24.1K +55 +183%
SC
584
Solstein Capital
California
$35.6K
Nomura Asset Management
585
Nomura Asset Management
Japan
$35.2K
EWA
586
EverSource Wealth Advisors
Alabama
$34.3K +$33.8K +77 +1,925%
LC
587
Lindbrook Capital
California
$33.1K -$1.32K -3 -4%
BC
588
Barrett & Company
Rhode Island
$31.8K
Mitsubishi UFJ Asset Management
589
Mitsubishi UFJ Asset Management
Japan
$30.9K
MCM
590
MAI Capital Management
Ohio
$29.8K +$30.7K +70 New
WTC
591
WhitTier Trust Company
Nevada
$28.8K
LFA
592
LGT Financial Advisors
Texas
$26.3K +$2.63K +6 +11%
MTC
593
Matrix Trust Company
Colorado
$26K +$1.76K +4 +7%
RIL
594
Rothschild Investment LLC
Illinois
$24.6K +$25.5K +58 New
SIS
595
Sound Income Strategies
Florida
$24.2K
TCM
596
Tradewinds Capital Management
Washington
$23.3K +$24.1K +55 New
AF
597
Allworth Financial
California
$22K +$6.15K +14 +54%
RAM
598
Riggs Asset Management
Pennsylvania
$21.8K
CWM
599
CarsonAllaria Wealth Management
Illinois
$21.2K
EBA
600
Eagle Bay Advisors
New York
$20.8K -$3.95K -9 -16%

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.