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Comfort Systems
FIX

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
590
Holders Change
+36
Holders Change %
+6.5%
% of All Funds
8.47%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
104
Increased
204
Reduced
217
Closed
65
Calls
$89M
Puts
$50.6M
Net Calls
+$38.4M
Net Calls Change
+$16M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$117M
2
BlackRock
BlackRock
New York
+$117M
3
Goldman Sachs
Goldman Sachs
New York
+$102M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$58M
5
Jennison Associates
Jennison Associates
New York
+$57.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$74.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$58.6M
3
Jane Street
Jane Street
New York
-$57.7M
4
Northern Trust
Northern Trust
Illinois
-$56M
5
Millennium Management
Millennium Management
New York
-$55.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
601
Virtu Financial
New York
– -$4.16M -13,680 Closed
GIM
602
Granahan Investment Management
Massachusetts
– -$4.1M -13,495 Closed
BC
603
Bricktown Capital
Michigan
– -$3.87M -12,728 Closed
CIC
604
Chase Investment Counsel
Virginia
– -$3.26M -10,709 Closed
CPRC
605
Consolidated Portfolio Review Corp
New York
– -$1.89M -6,205 Closed
DT
606
Diversified Trust
Tennessee
– -$1.6M -5,255 Closed
MFS
607
Mirabella Financial Services
United Kingdom
– -$1.45M -4,765 Closed
Mackenzie Financial
608
Mackenzie Financial
Ontario, Canada
– -$1.34M -4,397 Closed
TSS
609
Two Sigma Securities
New York
– -$1.32M -4,331 Closed
FC
610
FORA Capital
Florida
– -$1.27M -4,189 Closed
AFA
611
Abacus FCF Advisors
Florida
– -$1.21M -3,976 Closed
KWA
612
Kingswood Wealth Advisors
California
– -$1.17M -3,847 Closed
QIM
613
Quantitative Investment Management
Virginia
– -$1.13M -3,703 Closed
LCM
614
Laurion Capital Management
New York
– -$1.05M -3,451 Closed
CFM
615
Catalyst Funds Management
Australia
– -$1M -3,300 Closed
PAG
616
Private Advisory Group
Washington
– -$807K -2,652 Closed
WTG
617
West Tower Group
Virginia
– -$799K -2,628 Closed
CCIA
618
Campbell & Co Investment Adviser
Maryland
– -$714K -2,348 Closed
Calamos Advisors
619
Calamos Advisors
Illinois
– -$692K -2,274 Closed
OQS
620
Occudo Quantitative Strategies
Florida
– -$493K -1,622 Closed
HT
621
Headlands Technologies
Illinois
– -$467K -1,536 Closed
PCP
622
Proficio Capital Partners
Massachusetts
– -$444K -1,461 Closed
Lido Advisors
623
Lido Advisors
California
– -$443K -1,456 Closed
SSG
624
Summit Securities Group
New York
– -$475K -1,442 -100%
DFCM
625
Dark Forest Capital Management
Puerto Rico
– -$417K -1,372 Closed
23 24
25
26 27

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.