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Comfort Systems
FIX

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: 590 → 665 (+75)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$110M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$91.4M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$77.7M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$68.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.2M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$176M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$105M
3
HAI
Hennessy Advisors Inc
California
-$75.2M
4
CAM
Congress Asset Management
Massachusetts
-$73.1M
5
HRCM
Hood River Capital Management
Florida
-$68.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
651
Toth Financial Advisory
Virginia
$1.27K -$1.32K -3 -50%
HWA
652
HHM Wealth Advisors
Tennessee
$1.27K +$1.32K +3 New
PWA
653
Physician Wealth Advisors
Utah
$1.27K +$1.32K +3 New
CWP
654
Concord Wealth Partners
Virginia
$1.27K – – –
CIAM
655
Caitong International Asset Management
Hong Kong
$1.27K +$1.32K +3 New
GFPC
656
Global Financial Private Client
Florida
$1.27K +$1.32K +3 New
Cohen & Steers
657
Cohen & Steers
New York
$1K -$4.83K -11 -85%
HCP
658
Hexagon Capital Partners
Arkansas
$848 – – –
RTC
659
Riverview Trust Company
Washington
$848 – – –
CSWM
660
Cassady Schiller Wealth Management
Ohio
$848 +$878 +2 New
PWM
661
Parkworth Wealth Management
California
$848 +$878 +2 New
CPG
662
Cornerstone Planning Group
New Jersey
$808 – – –
TFM
663
TFC Financial Management
Massachusetts
$425 +$439 +1 New
CAWM
664
Capital A Wealth Management
Pennsylvania
$424 +$439 +1 New
PWA
665
Principia Wealth Advisory
Texas
$424 +$439 +1 New
HAI
666
Hennessy Advisors Inc
California
– -$75.2M -192,600 Closed
CSS
667
Cubist Systematic Strategies
Connecticut
– -$22.5M -51,233 Closed
Blackstone Inc
668
Blackstone Inc
New York
– -$13.7M -35,000 Closed
HF
669
HRT Financial
New York
– -$10.1M -25,917 Closed
OAM
670
Oberweis Asset Management
Illinois
– -$9.84M -25,200 Closed
SBH
671
Segall Bryant & Hamill
Illinois
– -$8.27M -21,186 Closed
Capital Fund Management (CFM)
672
Capital Fund Management (CFM)
France
– -$5.01M -12,839 Closed
HIIFS
673
Harel Insurance Investments & Financial Services
Israel
– -$3.59M -9,197 Closed
PCM
674
Penserra Capital Management
California
– -$2.28M -5,837 Closed
ECM
675
ExodusPoint Capital Management
New York
– -$1.92M -4,912 Closed
25 26
27
28 29

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.