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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
AT
626
Avalon Trust
New Mexico
$6.79K +$7.03K +16 New
AG
627
AmeriFlex Group
Nevada
$6.55K +$6.59K +15 New
MG
628
Mather Group
Illinois
$6.36K
BOJHT
629
Bank of Jackson Hole Trust
Wyoming
$6.36K +$6.59K +15 New
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$5.94K -$439 -1 -7%
PA
631
Pineridge Advisors
Missouri
$5.94K +$5.71K +13 +1,300%
TWC
632
TD Waterhouse Canada
Ontario, Canada
$5.09K +$4.83K +11 +1,100%
HWA
633
Heritage Wealth Advisors
Virginia
$4.91K +$5.27K +12 New
LI
634
LRI Investments
Florida
$4.83K
AGWCA
635
Annis Gardner Whiting Capital Advisors
Florida
$4.24K
DPW
636
DiNuzzo Private Wealth
Pennsylvania
$4.24K
MLA
637
MB, Levis & Associates
Pennsylvania
$4.24K
SIC
638
SJS Investment Consulting
Ohio
$3.82K -$2.19K -5 -36%
CA
639
CoreCap Advisors
Michigan
$3.82K
PWA
640
Provenance Wealth Advisors
Florida
$3.82K
FHA
641
First Horizon Advisors
Tennessee
$3.82K +$3.95K +9 New
FPF
642
First Pacific Financial
Washington
$3.39K
CA
643
Continuum Advisory
Idaho
$2.97K -$439 -1 -13%
AAP
644
Arax Advisory Partners
Colorado
$2.54K -$878 -2 -25%
FNWA
645
Financial Network Wealth Advisors
Utah
$2.54K -$4.39K -10 -63%
BWL
646
Bogart Wealth LLC
Virginia
$2.54K +$2.63K +6 New
CFFP
647
Center for Financial Planning
Michigan
$2.12K +$2.19K +5 New
AFG
648
Albion Financial Group
Utah
$1.7K
FFO
649
Fortitude Family Office
Arizona
$1.7K
HI
650
Horizon Investments
North Carolina
$1.7K

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.