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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
BCC
676
Bridge City Capital
Oregon
– -$1.67M -4,290 Closed
CP
677
Cumberland Partners
Ontario, Canada
– -$1.56M -4,000 Closed
PAS
678
Point72 Asia (Singapore)
Singapore
– -$1.48M -3,798 Closed
LWCA
679
Locust Wood Capital Advisers
New York
– -$1.33M -3,400 Closed
SG Americas Securities
680
SG Americas Securities
New York
– -$968K -2,480 Closed
BCM
681
Bayesian Capital Management
New York
– -$963K -2,467 Closed
SEC
682
Seven Eight Capital
New York
– -$920K -2,357 Closed
NC
683
nVerses Capital
Florida
– -$898K -2,300 Closed
PHK
684
Point72 Hong Kong
Hong Kong
– -$885K -2,268 Closed
PD
685
Point72 (DIFC)
United Arab Emirates
– -$876K -2,244 Closed
Connor, Clark & Lunn Investment Management (CC&L)
686
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$754K -1,932 Closed
AAM
687
Azzad Asset Management
Virginia
– -$698K -1,789 Closed
PP
688
Prudential plc
United Kingdom
– -$546K -1,399 Closed
OAC
689
OMERS Administration Corp
Ontario, Canada
– -$507K -1,300 Closed
BC
690
Bridgefront Capital
Texas
– -$497K -1,272 Closed
AC
691
AXQ Capital
New Jersey
– -$494K -1,266 Closed
CWP
692
Capital Wealth Planning
Florida
– -$430K -1,101 Closed
BWP
693
Baldwin Wealth Partners
Massachusetts
– -$414K -1,060 Closed
FTDI
694
First Trust Direct Indexing
Massachusetts
– -$339K -869 Closed
AIM
695
Aigen Investment Management
New York
– -$303K -777 Closed
ONB
696
Old National Bancorp
Indiana
– -$303K -776 Closed
N
697
Numerai
California
– -$287K -735 Closed
OC
698
Oppenheimer & Co
New York
– -$257K -658 Closed
MFA
699
Mayflower Financial Advisors
Massachusetts
– -$247K -633 Closed
SRL
700
Scientech Research LLC
New Jersey
– -$244K -625 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.