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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
Two Sigma Investments
101
Two Sigma Investments
New York
$17.3M +$1.4M +3,193 +8%
CF
102
Corebridge Financial
Texas
$17.2M -$842K -1,918 -5%
IIM
103
INTECH Investment Management
Florida
$17.2M +$6.02M +13,713 +51%
Swedbank
104
Swedbank
Sweden
$17M -$22M -50,000 -56%
Truist Financial
105
Truist Financial
North Carolina
$16.8M -$6.03M -13,732 -26%
Lazard Asset Management
106
Lazard Asset Management
New York
$16.6M -$366K -833 -2%
SCM
107
Soros Capital Management
New York
$16.6M +$17.2M +39,135 New
MWM
108
Moran Wealth Management
Florida
$16.4M -$1.14M -2,603 -6%
Two Sigma Advisers
109
Two Sigma Advisers
New York
$16.3M +$2.2M +5,000 +15%
BAMF
110
BI Asset Management Fondsmaeglerselskab
Denmark
$16.1M +$12.4M +28,327 +297%
AG
111
Algert Global
California
$15.9M +$1.48M +3,381 +10%
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$15.7M -$1.65M -3,762 -9%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$15.2M -$65.9K -150 -0.4%
DCP
114
Distillate Capital Partners
Illinois
$15.1M +$15.7M +35,681 New
Macquarie Group
115
Macquarie Group
Australia
$15.1M +$742K +1,690 +5%
VanEck Associates
116
VanEck Associates
New York
$14.8M +$4.39M +9,999 +40%
California State Teachers Retirement System (CalSTRS)
117
California State Teachers Retirement System (CalSTRS)
California
$14.1M -$178K -405 -1%
Allspring Global Investments
118
Allspring Global Investments
North Carolina
$12.9M -$19M -43,370 -59%
SAM
119
Stansberry Asset Management
Texas
$12.8M +$50.9K +116 +0.4%
Canada Life
120
Canada Life
Manitoba, Canada
$12.5M +$344K +783 +3%
New York State Teachers Retirement System (NYSTRS)
121
New York State Teachers Retirement System (NYSTRS)
New York
$11.5M +$608K +1,385 +5%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.4M -$1.04M -2,367 -8%
EGM
123
Engineers Gate Manager
New York
$11.1M +$3.88M +8,833 +51%
ACA
124
Aptus Capital Advisors
Alabama
$11.1M +$2.11M +4,812 +23%
Credit Agricole
125
Credit Agricole
France
$11M +$1.23M +2,798 +12%

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.