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Comfort Systems

280 hedge funds and large institutions have $3.11B invested in Comfort Systems in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 104 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $755K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.13% more ownership

Funds ownership: 96.96%97.09% (+0.13%)

0% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 104

4% less funds holding

Funds holding: 291280 (-11)

9% less capital invested

Capital invested by funds: $3.41B → $3.11B (-$298M)

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
280
Holders Change
-11
Holders Change %
-3.78%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
30
Increased
104
Reduced
104
Closed
39
Calls
$2.96M
Puts
$755K
Net Calls
+$2.21M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
126
MML Investors Services
Massachusetts
$1.27M +$94K +1,047 +8%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$1.24M -$50.9K -567 -4%
AQR Capital Management
128
AQR Capital Management
Connecticut
$1.21M +$164K +1,832 +16%
OPERF
129
Oregon Public Employees Retirement Fund
Oregon
$1.21M -$35.9K -400 -3%
FNBOO
130
First National Bank of Omaha
Nebraska
$1.16M -$410K -4,563 -26%
PRCP
131
Pacific Ridge Capital Partners
Oregon
$1.12M
PI
132
Putnam Investments
Massachusetts
$1.07M -$81.8K -912 -7%
Two Sigma Advisers
133
Two Sigma Advisers
New York
$1.04M -$269K -3,000 -20%
SIM
134
SummerHaven Investment Management
Connecticut
$1.03M +$46K +513 +5%
Russell Investments Group
135
Russell Investments Group
United Kingdom
$1.02M +$206K +2,293 +25%
Mawer Investment Management
136
Mawer Investment Management
Alberta, Canada
$1.01M +$341K +3,803 +50%
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$997K
SO
138
STRS Ohio
Ohio
$970K -$395K -4,400 -29%
OAM
139
Oppenheimer Asset Management
New York
$955K -$23.8K -265 -2%
JCP
140
JB Capital Partners
New York
$935K
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$905K -$715K -7,967 -44%
ASRS
142
Arizona State Retirement System
Arizona
$867K -$2.51K -28 -0.3%
AAM
143
Azzad Asset Management
Virginia
$822K -$205K -2,281 -20%
SC
144
Saturna Capital
Washington
$810K +$8.97K +100 +1%
GT
145
Glenmede Trust
Pennsylvania
$748K -$7.45K -83 -1%
TC
146
TownSquare Capital
Utah
$711K +$717K +7,989 New
ProShare Advisors
147
ProShare Advisors
Maryland
$707K -$87.7K -977 -11%
SEI Investments
148
SEI Investments
Pennsylvania
$684K +$166K +1,847 +32%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$671K -$71.8K -800 -10%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$666K +$39.2K +437 +6%

FIX Hedge Fund Activity: Q1 2022 in Review

280 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2022, worth a combined $3.11B — down 8.7% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FIX and 30 opened new positions — a net loss of 9 holders — while 104 trimmed existing stakes and 104 added.

The largest buyer was Capital World Investors, adding an estimated $51.2M. The largest seller was Invesco, cutting an estimated $31.1M.

  • 280 institutional investors held Comfort Systems (FIX) as of Q1 2022, down from 291 in Q4 2021.
  • Funds reported $3.11B of Comfort Systems stock for Q1 2022, down 8.7% quarter-over-quarter.
  • 30 funds opened new Comfort Systems positions in Q1 2022 and 39 closed out, a net change of -9 holders.
  • The largest Comfort Systems buyer in Q1 2022 was Capital World Investors, an estimated $51.2M added.
  • The largest Comfort Systems seller in Q1 2022 was Invesco, an estimated $31.1M sold.

Based on aggregated 13F filings for Q1 2022.