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Comfort Systems

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: 590665 (+75)

11% more funds holding in top 10

Funds holding in top 10: 910 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
51
CI Investments Inc
Ontario, Canada
$49.5M -$1.24M -2,825 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
52
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.1M +$33.4M +76,060 +296%
BA
53
Bridgewater Associates
Connecticut
$42.8M +$37.4M +85,215 +542%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$42.7M +$144K +328 +0.3%
AIM
55
Artemis Investment Management
United Kingdom
$42.6M +$15.8M +35,955 +56%
CAM
56
Congress Asset Management
Massachusetts
$42.2M -$73.1M -166,516 -63%
SFI
57
Susquehanna Fundamental Investments
Pennsylvania
$40.9M +$42.4M +96,528 New
RG
58
Renaissance Group
Kentucky
$40.3M +$36M +81,951 +628%
Raymond James Financial
59
Raymond James Financial
Florida
$39M +$40.4M +92,059 New
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$37.8M +$39.1M +89,131 New
TCM
61
TimesSquare Capital Management
New York
$37.3M -$3.18M -7,254 -8%
Bank of America
62
Bank of America
North Carolina
$36.9M -$11M -25,166 -22%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$35.6M -$20M -45,591 -35%
MPIA
64
Mountain Pacific Investment Advisers
Idaho
$34.7M +$648K +1,476 +2%
Jacobs Levy Equity Management
65
Jacobs Levy Equity Management
New Jersey
$34M +$35.2M +80,121 New
American Century Companies
66
American Century Companies
Missouri
$33.5M +$9.71M +22,116 +39%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$33.1M +$10.7M +24,302 +45%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$33M -$4.7M -10,704 -12%
Public Employees Retirement Association of Colorado
69
Public Employees Retirement Association of Colorado
Colorado
$32.9M -$8.41M -19,158 -20%
Wells Fargo
70
Wells Fargo
California
$31.3M +$10.1M +23,117 +46%
NPIC
71
Neumeier Poma Investment Counsel
California
$31.2M +$8.71M +19,833 +37%
Swiss National Bank
72
Swiss National Bank
Switzerland
$29.7M +$176K +400 +0.6%
Nordea Investment Management
73
Nordea Investment Management
Sweden
$28.9M -$3.4M -7,743 -10%
Squarepoint
74
Squarepoint
New York
$28.8M +$9.38M +21,361 +46%
NIMI
75
Natixis Investment Managers International
France
$27.6M +$898K +2,045 +3%

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.