Comfort Systems
180 hedge funds and large institutions have $1.25B invested in Comfort Systems in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 56 reducing their positions, and 21 closing their positions.
8,500% more call options, than puts
Call options by funds: $86K | Put options by funds: $1K
39% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 56
5% less capital invested
Capital invested by funds: $1.31B → $1.25B (-$61.5M)
5% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 21
1.02% less ownership
Funds ownership: 95.04% → 94.02% (-1%)
1% less funds holding
Funds holding: 182 → 180 (-2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$25.9M |
| 2 |
IAM
Impax Asset Management
Portsmouth,
New Hampshire
|
+$9.43M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.18M |
| 4 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$4.7M |
| 5 |
Bank of New York Mellon
New York
|
+$4.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$22M |
| 2 |
RA
Royce & Associates
New York
|
-$11.3M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$10.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$8.04M |
| 5 |
Millennium Management
New York
|
-$5.36M |
FIX Hedge Fund Activity: Q3 2017 in Review
180 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q3 2017, worth a combined $1.25B — down 4.7% from $1.31B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of FIX and 20 opened new positions — a net loss of 1 holder — while 56 trimmed existing stakes and 78 added.
The largest buyer was Westwood Holdings Group, adding an estimated $25.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $22M.
- 180 institutional investors held Comfort Systems (FIX) as of Q3 2017, down from 182 in Q2 2017.
- Funds reported $1.25B of Comfort Systems stock for Q3 2017, down 4.7% quarter-over-quarter.
- 20 funds opened new Comfort Systems positions in Q3 2017 and 21 closed out, a net change of -1 holder.
- The largest Comfort Systems buyer in Q3 2017 was Westwood Holdings Group, an estimated $25.9M added.
- The largest Comfort Systems seller in Q3 2017 was T. Rowe Price Associates, an estimated $22M sold.
Based on aggregated 13F filings for Q3 2017.