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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
Comerica Bank
76
Comerica Bank
Texas
$2.97M -$110K -1,715 -4%
Pacer Advisors
77
Pacer Advisors
Pennsylvania
$2.89M +$1.67M +26,210 +210%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$2.84M +$170K +2,666 +8%
LIC
79
Laurus Investment Counsel
Canada
$2.82M +$624K +9,770 +35%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$2.8M -$108K -1,688 -4%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$2.73M +$185K +2,900 +9%
Two Sigma Advisers
82
Two Sigma Advisers
New York
$2.65M -$907K -14,200 -29%
HW
83
Hancock Whitney
Mississippi
$2.47M -$7.03K -110 -0.3%
CS
84
Credit Suisse
Switzerland
$2.41M -$640K -10,024 -24%
SFI
85
Susquehanna Fundamental Investments
Pennsylvania
$2.38M – – –
PP
86
PDT Partners
New York
$2.34M -$46.3K -725 -2%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$2.33M – – –
Canada Life
88
Canada Life
Manitoba, Canada
$2.32M -$285K -4,454 -13%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$2.22M -$25.6K -400 -1%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$2.13M -$19.6K -307 -1%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$2.1M +$8.31K +130 +0.5%
COPPSERS
92
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.09M -$18.4K -288 -1%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$2.08M -$197K -3,081 -10%
TPSF
94
Texas Permanent School Fund
Texas
$2.02M -$140K -2,189 -7%
Fisher Asset Management
95
Fisher Asset Management
Washington
$2M -$15.3K -239 -0.9%
BCI
96
Brinker Capital Investments
Pennsylvania
$1.98M +$1.03M +16,098 +155%
Deutsche Bank
97
Deutsche Bank
Germany
$1.94M -$130K -2,039 -7%
Holocene Advisors
98
Holocene Advisors
New York
$1.86M +$12.1K +189 +0.8%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$1.85M -$424K -6,640 -21%
SOADOR
100
State of Alaska Department of Revenue
Alaska
$1.83M -$245K -3,830 -14%
2 3
4
5 6

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.