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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
CA
601
Clearstead Advisors
Ohio
$17.8K -$159K -363 -90%
HMS
602
Hanseatic Management Services
New Mexico
$17.8K
PGAM
603
Princeton Global Asset Management
New Jersey
$17K
PSFG
604
Park Square Financial Group
Georgia
$17K +$17.6K +40 New
WSFS
605
Wilmington Savings Fund Society
Delaware
$16.5K
Twin Tree Management
606
Twin Tree Management
Texas
$16.5K +$17.1K +39 New
HCM
607
Hollencrest Capital Management
California
$15.7K -$14.9K -34 -48%
LFG
608
Larson Financial Group
Missouri
$14.8K -$7.03K -16 -31%
JWA
609
JFS Wealth Advisors
Pennsylvania
$14.4K
DJSG
610
D.J. St. Germain
Massachusetts
$14K
BIG
611
Brooklyn Investment Group
New York
$13.6K +$14.1K +32 New
DWM
612
Darwin Wealth Management
Florida
$12.7K
Jones Financial Companies
613
Jones Financial Companies
Missouri
$12.5K +$11.4K +26 +867%
BIA
614
Bell Investment Advisors
California
$12.3K +$878 +2 +7%
VCM
615
Versant Capital Management
Arizona
$11.9K +$878 +2 +8%
CAS
616
Coppell Advisory Solutions
Texas
$11.6K -$14.5K -33 -55%
FDCP
617
Foster Dykema Cabot & Partners
Massachusetts
$11.4K
MAM
618
Meeder Asset Management
Ohio
$11K +$7.46K +17 +189%
HWM
619
Hemington Wealth Management
Virginia
$11K +$3.95K +9 +53%
CFB
620
Cullen/Frost Bankers
Texas
$10.2K +$1.76K +4 +20%
DCM
621
Davidson Capital Management
Texas
$9.75K -$1.76K -4 -15%
CA
622
Crewe Advisors
Utah
$9.33K +$9.66K +22 New
RI
623
Ridgewood Investments
New Jersey
$9.33K
MCM
624
Manchester Capital Management
Vermont
$7.63K
PWMG
625
Private Wealth Management Group
New Jersey
$6.79K

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.