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Comfort Systems
FIX

252 hedge funds and large institutions have $2.57B invested in Comfort Systems in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $1.32M

41% more capital invested

Capital invested by funds: $1.82B → $2.57B (+$749M)

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

1% more funds holding

Funds holding: 249 → 252 (+3)

0.31% less ownership

Funds ownership: 96.67% → 96.37% (-0.31%)

34% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 104

Holders
252
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
69
Reduced
104
Closed
36
Calls
$2.98M
Puts
$1.32M
Net Calls
+$1.66M
Net Calls Change
+$3.42M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$80.8M
2
RA
Royce & Associates
New York
+$16.6M
3
BlackRock
BlackRock
New York
+$15.8M
4
Swedbank
Swedbank
Sweden
+$7.03M
5
First Trust Advisors
First Trust Advisors
Illinois
+$5.83M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$44.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.1M
3
Norges Bank
Norges Bank
Norway
-$12.3M
4
BWA
Bordeaux Wealth Advisors
California
-$11.6M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$7.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$6.22M +$31.9K +500 +0.6%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.54M -$413K -6,470 -8%
CEI
53
Clark Estates Inc
New York
$5.45M – – –
PPA
54
Parametric Portfolio Associates
Washington
$5.34M +$161K +2,523 +4%
HA
55
Homestead Advisers
Virginia
$5.08M – – –
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$4.9M -$784K -12,268 -16%
UBS Group
57
UBS Group
Switzerland
$4.65M -$368K -5,766 -8%
Axa
58
Axa
France
$4.37M -$95.8K -1,500 -3%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.31M -$355K -5,553 -9%
SAM
60
Stansberry Asset Management
Texas
$4.29M +$3.67M +57,386 New
Russell Investments Group
61
Russell Investments Group
United Kingdom
$4.28M +$2.87M +44,978 +365%
GKIM
62
GW&K Investment Management
Massachusetts
$4.22M -$461K -7,212 -11%
Man Group
63
Man Group
United Kingdom
$4.08M +$1.61M +25,156 +86%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$4.05M -$15K -234 -0.4%
Prudential Financial
65
Prudential Financial
New Jersey
$4.04M -$1.77M -27,735 -34%
TAM
66
Third Avenue Management
New York
$3.92M – – –
Victory Capital Management
67
Victory Capital Management
Texas
$3.81M +$4.79K +75 +0.1%
BCC
68
Bridge City Capital
Oregon
$3.79M -$33K -517 -1%
Barclays
69
Barclays
United Kingdom
$3.66M +$359K +5,621 +13%
Goldman Sachs
70
Goldman Sachs
New York
$3.58M -$1.32M -20,583 -30%
UBS AM
71
UBS AM
Illinois
$3.56M +$34.4K +539 +1%
SCP
72
Seizert Capital Partners
Michigan
$3.5M +$993K +15,544 +50%
Citadel Advisors
73
Citadel Advisors
Florida
$3.48M -$2.89M -45,271 -49%
LG
74
Leuthold Group
Minnesota
$3.38M -$185K -2,902 -6%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$3.3M – – –
1 2
3
4 5

FIX Hedge Fund Activity: Q1 2021 in Review

252 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2021, worth a combined $2.57B — up 41% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FIX positions and 36 closed out — a net gain of 5 holders — while 69 added to existing stakes and 104 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $80.8M. The largest seller was Ameriprise, cutting an estimated $44.4M.

  • 252 institutional investors held Comfort Systems (FIX) as of Q1 2021, up from 249 in Q4 2020.
  • Funds reported $2.57B of Comfort Systems stock for Q1 2021, up 41% quarter-over-quarter.
  • 41 funds opened new Comfort Systems positions in Q1 2021 and 36 closed out, a net change of +5 holders.
  • The largest Comfort Systems buyer in Q1 2021 was Capital World Investors, an estimated $80.8M added.
  • The largest Comfort Systems seller in Q1 2021 was Ameriprise, an estimated $44.4M sold.

Based on aggregated 13F filings for Q1 2021.