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Comfort Systems
FIX

218 hedge funds and large institutions have $1.43B invested in Comfort Systems in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more call options, than puts

Call options by funds: $240K | Put options by funds: $40K

13% more capital invested

Capital invested by funds: $1.26B → $1.43B (+$166M)

1.7% more ownership

Funds ownership: 94.52% → 96.22% (+1.7%)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

0% less funds holding

Funds holding: 219 → 218 (-1)

12% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 84

Holders
218
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
4.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
74
Reduced
84
Closed
30
Calls
$240K
Puts
$40K
Net Calls
+$200K
Net Calls Change
+$110K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$30.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$16.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$12.4M
4
PIM
Paradice Investment Management
Colorado
+$8.83M
5
RRAM
River Road Asset Management
Kentucky
+$6.27M

Top Sellers

1
CCM
Copeland Capital Management
Pennsylvania
-$15.7M
2
BlackRock
BlackRock
New York
-$11.2M
3
Deutsche Bank
Deutsche Bank
Germany
-$9.05M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$7.9M
5
Ameriprise
Ameriprise
Minnesota
-$5.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ensign Peak Advisors
101
Ensign Peak Advisors
Utah
$1.27M – – –
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$1.24M -$7.5K -211 -0.7%
UBS AM
103
UBS AM
Illinois
$1.2M -$182K -5,131 -15%
TPSF
104
Texas Permanent School Fund
Texas
$1.17M -$84K -2,364 -8%
AG
105
Algert Global
California
$1.11M -$380K -10,705 -28%
AIM
106
Aigen Investment Management
New York
$1.06M +$692K +19,489 +299%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$1.05M -$196K -5,514 -18%
AIG
108
American International Group
New York
$1.04M +$14.8K +416 +2%
CS
109
Credit Suisse
Switzerland
$1.03M +$88.1K +2,479 +11%
Los Angeles Capital Management
110
Los Angeles Capital Management
California
$1.01M -$608K -17,109 -41%
PRCP
111
Pacific Ridge Capital Partners
Oregon
$989K – – –
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$925K – – –
JIC
113
Johnson Investment Counsel
Ohio
$887K – – –
SCP
114
Seizert Capital Partners
Michigan
$870K +$236K +6,639 +45%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$857K -$53.1K -1,495 -7%
Deutsche Bank
116
Deutsche Bank
Germany
$833K -$9.05M -254,783 -93%
FNBOO
117
First National Bank of Omaha
Nebraska
$797K -$5.12K -144 -0.7%
BC
118
Brinker Capital
Pennsylvania
$785K +$8.49K +239 +1%
SG Americas Securities
119
SG Americas Securities
New York
$770K +$386K +10,874 +136%
Allianz Asset Management
120
Allianz Asset Management
Germany
$758K -$747K -21,039 -53%
ECM
121
ExodusPoint Capital Management
New York
$755K +$658K +18,532 New
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$748K -$3.34K -94 -0.5%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$740K -$11.3K -317 -2%
RG
124
Renaissance Group
Kentucky
$728K +$5.83K +164 +0.9%
SEI Investments
125
SEI Investments
Pennsylvania
$713K +$39.2K +1,104 +7%
3 4
5
6 7

FIX Hedge Fund Activity: Q2 2020 in Review

218 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q2 2020, worth a combined $1.43B — up 13% from $1.26B a quarter earlier.

Fund positioning in FIX was balanced in Q2 2020: 30 funds opened new positions, 30 closed out, 74 added to existing stakes and 84 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $30.1M. The largest seller was Copeland Capital Management, cutting an estimated $15.7M.

  • 218 institutional investors held Comfort Systems (FIX) as of Q2 2020, down from 219 in Q1 2020.
  • Funds reported $1.43B of Comfort Systems stock for Q2 2020, up 13% quarter-over-quarter.
  • 30 funds opened new Comfort Systems positions in Q2 2020 and 30 closed out, a net change of 0 holders.
  • The largest Comfort Systems buyer in Q2 2020 was Wellington Management Group, an estimated $30.1M added.
  • The largest Comfort Systems seller in Q2 2020 was Copeland Capital Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2020.