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Comfort Systems
FIX

144 hedge funds and large institutions have $694M invested in Comfort Systems in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

19% more funds holding

Funds holding: 121 → 144 (+23)

13% more capital invested

Capital invested by funds: $612M → $694M (+$82.3M)

1.67% less ownership

Funds ownership: 97.62% → 95.95% (-1.7%)

44% less call options, than puts

Call options by funds: $931K | Put options by funds: $1.66M

Holders
144
Holders Change
+23
Holders Change %
+19.01%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
54
Reduced
44
Closed
8
Calls
$931K
Puts
$1.66M
Net Calls
-$724K
Net Calls Change
-$1.11M

Top Buyers

Rank Fund Capital Flow
1
QBFM
QS Batterymarch Financial Management
New York
+$5.62M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.14M
3
GAM
Gotham Asset Management
New York
+$3.63M
4
Millennium Management
Millennium Management
New York
+$3.39M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$30.2M
2
Goldman Sachs
Goldman Sachs
New York
-$19.6M
3
Artisan Partners
Artisan Partners
Wisconsin
-$5.03M
4
EAM
Eagle Asset Management
Florida
-$4.14M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$1.73M +$129K +6,800 +8%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$1.66M – – –
BA
53
BlackRock Advisors
Delaware
$1.65M +$109K +5,765 +7%
Citadel Advisors
54
Citadel Advisors
Florida
$1.64M +$1.01M +53,637 +173%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$1.6M +$649K +34,321 +71%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$1.51M +$197K +10,404 +16%
NFA
57
Nationwide Fund Advisors
Ohio
$1.46M +$772K +40,850 +119%
GC
58
Globeflex Capital
California
$1.4M +$1.36M +71,746 +22,212%
NI
59
Numeric Investors
Massachusetts
$1.38M +$1.34M +70,900 New
SAM
60
Shell Asset Management
Netherlands
$1.34M +$211K +11,144 +19%
Barclays
61
Barclays
United Kingdom
$1.34M +$616K +32,589 +86%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.31M +$9.46K +500 +0.7%
PAM
63
Panagora Asset Management
Massachusetts
$1.29M +$613K +32,392 +94%
Bank of America
64
Bank of America
North Carolina
$1.28M +$497K +26,304 +66%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$1.25M +$1.22M +64,289 New
EI
66
EAM Investors
California
$1.25M +$1.22M +64,335 New
Creative Planning
67
Creative Planning
Kansas
$1.24M -$13.3K -702 -1%
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.2M – – –
CCM
69
Cadence Capital Management
Massachusetts
$1.19M – – –
BG
70
BlackRock Group
United Kingdom
$1.1M +$88.2K +4,667 +9%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$1.05M -$56.9K -3,010 -5%
PP
72
PDT Partners
New York
$914K -$372K -19,655 -29%
SO
73
STRS Ohio
Ohio
$909K -$217K -11,500 -20%
NAM
74
NorthCoast Asset Management
Connecticut
$895K +$873K +46,148 New
GCP
75
GSA Capital Partners
United Kingdom
$874K +$125K +6,597 +17%
1 2
3
4 5

FIX Hedge Fund Activity: Q4 2013 in Review

144 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2013, worth a combined $694M — up 13% from $612M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FIX positions and 8 closed out — a net gain of 23 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was QS Batterymarch Financial Management, opening a new position worth an estimated $5.62M. The largest seller was Capital Research Global Investors, cutting an estimated $30.2M.

  • 144 institutional investors held Comfort Systems (FIX) as of Q4 2013, up from 121 in Q3 2013.
  • Funds reported $694M of Comfort Systems stock for Q4 2013, up 13% quarter-over-quarter.
  • 31 funds opened new Comfort Systems positions in Q4 2013 and 8 closed out, a net change of +23 holders.
  • The largest Comfort Systems buyer in Q4 2013 was QS Batterymarch Financial Management, an estimated $5.62M added.
  • The largest Comfort Systems seller in Q4 2013 was Capital Research Global Investors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2013.