Comfort Systems
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QBFM
QS Batterymarch Financial Management
New York
|
+$5.62M |
| 2 |
Renaissance Technologies
New York
|
+$4.14M |
| 3 |
GAM
Gotham Asset Management
New York
|
+$3.63M |
| 4 |
Millennium Management
New York
|
+$3.39M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$30.2M |
| 2 |
Goldman Sachs
New York
|
-$19.6M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$5.03M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$4.14M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.85M |
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.