We are live on ! Find out more
FIX icon

Comfort Systems

280 hedge funds and large institutions have $3.11B invested in Comfort Systems in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 104 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $755K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.13% more ownership

Funds ownership: 96.96%97.09% (+0.13%)

0% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 104

4% less funds holding

Funds holding: 291280 (-11)

9% less capital invested

Capital invested by funds: $3.41B → $3.11B (-$298M)

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
280
Holders Change
-11
Holders Change %
-3.78%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
30
Increased
104
Reduced
104
Closed
39
Calls
$2.96M
Puts
$755K
Net Calls
+$2.21M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$8.18M -$5.97M -66,490 -42%
PPA
52
Parametric Portfolio Associates
Washington
$8.1M +$992K +11,051 +14%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$7.87M +$484K +5,394 +6%
GIC
54
GFI Investment Counsel
Ontario, Canada
$7.83M
HRCM
55
Hood River Capital Management
Florida
$7.8M +$7.86M +87,611 New
Swiss National Bank
56
Swiss National Bank
Switzerland
$7.58M +$449K +5,000 +6%
EAM
57
Eagle Asset Management
Florida
$7.29M -$2.43M -27,062 -25%
Swedbank
58
Swedbank
Sweden
$7.12M -$1.79M -20,000 -20%
DCM
59
Divisar Capital Management
California
$7.09M +$897K +10,000 +14%
Impax Asset Management Group
60
Impax Asset Management Group
United Kingdom
$6.74M
EVM
61
Eaton Vance Management
Massachusetts
$6.69M +$4.04K +45 +0.1%
Goldman Sachs
62
Goldman Sachs
New York
$6.64M +$2.28M +25,371 +52%
Bank of America
63
Bank of America
North Carolina
$6.54M -$2.49M -27,790 -27%
Axa
64
Axa
France
$6.52M -$251K -2,800 -4%
HA
65
Homestead Advisers
Virginia
$6.07M -$153K -1,700 -2%
Public Sector Pension Investment Board (PSP Investments)
66
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.99M -$547K -6,090 -8%
MAP
67
Moody Aldrich Partners
Massachusetts
$5.97M +$643K +7,167 +12%
Prudential Financial
68
Prudential Financial
New Jersey
$5.73M +$645K +7,185 +13%
Comerica Bank
69
Comerica Bank
Texas
$5.5M -$209K -2,326 -4%
CWM
70
Congress Wealth Management
Massachusetts
$5.33M +$5.37M +59,841 New
NC
71
Nicholas Company
Wisconsin
$5.27M +$5.31M +59,190 New
SAM
72
Stansberry Asset Management
Texas
$5.24M +$271K +3,025 +5%
Hotchkis & Wiley Capital Management
73
Hotchkis & Wiley Capital Management
California
$5.17M +$788K +8,780 +18%
Fisher Asset Management
74
Fisher Asset Management
Washington
$4.94M +$509K +5,669 +11%
UBS AM
75
UBS AM
Illinois
$4.83M +$28.1K +313 +0.6%

FIX Hedge Fund Activity: Q1 2022 in Review

280 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2022, worth a combined $3.11B — down 8.7% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FIX and 30 opened new positions — a net loss of 9 holders — while 104 trimmed existing stakes and 104 added.

The largest buyer was Capital World Investors, adding an estimated $51.2M. The largest seller was Invesco, cutting an estimated $31.1M.

  • 280 institutional investors held Comfort Systems (FIX) as of Q1 2022, down from 291 in Q4 2021.
  • Funds reported $3.11B of Comfort Systems stock for Q1 2022, down 8.7% quarter-over-quarter.
  • 30 funds opened new Comfort Systems positions in Q1 2022 and 39 closed out, a net change of -9 holders.
  • The largest Comfort Systems buyer in Q1 2022 was Capital World Investors, an estimated $51.2M added.
  • The largest Comfort Systems seller in Q1 2022 was Invesco, an estimated $31.1M sold.

Based on aggregated 13F filings for Q1 2022.