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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
SEI Investments
126
SEI Investments
Pennsylvania
$11M -$2.18M -4,956 -16%
Citadel Advisors
127
Citadel Advisors
Florida
$10.8M -$6.97M -15,876 -38%
SSA
128
Schonfeld Strategic Advisors
New York
$10.8M +$9M +20,498 +419%
DB
129
Danske Bank
Denmark
$10.2M +$2.04M +4,643 +24%
RS
130
Robeco Schweiz
Switzerland
$9.8M +$395K +900 +4%
SPG
131
Strategic Planning Group
Utah
$9.7M +$6.83M +15,546 +212%
LPL Financial
132
LPL Financial
California
$9.58M +$2.83M +6,438 +40%
HCA
133
Harbor Capital Advisors
Illinois
$9.52M +$54.9K +125 +0.6%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$9.39M +$8.87M +20,210 +1,040%
NA
135
Navellier & Associates
Nevada
$9.24M +$4.23M +9,637 +79%
TI
136
Trexquant Investment
Connecticut
$9.2M -$7.32M -16,670 -43%
MIM
137
MetLife Investment Management
New Jersey
$9.14M +$689K +1,569 +8%
CWM
138
Congress Wealth Management
Massachusetts
$8.84M -$11.5M -26,216 -56%
Citigroup
139
Citigroup
New York
$8.7M +$795K +1,811 +10%
Canada Pension Plan Investment Board
140
Canada Pension Plan Investment Board
Ontario, Canada
$8.69M +$2.02M +4,600 +29%
New York State Common Retirement Fund
141
New York State Common Retirement Fund
New York
$8.66M -$1.3M -2,967 -13%
LCG
142
Lisanti Capital Growth
New York
$8.32M +$2.29M +5,225 +36%
Asset Management One
143
Asset Management One
Japan
$8.29M +$8.44M +19,227 New
KCM
144
Kennedy Capital Management
Missouri
$8.2M -$115K -261 -1%
PCA
145
Pallas Capital Advisors
Massachusetts
$8.16M -$162K -368 -2%
PWS
146
Peterson Wealth Services
Utah
$8.08M -$114K -260 -1%
MOACM
147
Mutual of America Capital Management
New York
$7.95M -$210K -478 -2%
Acadian Asset Management
148
Acadian Asset Management
Massachusetts
$7.59M -$19.3M -44,039 -71%
AB
149
Amalgamated Bank
New York
$7.58M -$36.4K -83 -0.5%
BHWA
150
Beacon Harbor Wealth Advisors
Virginia
$7.34M +$42.1K +96 +0.6%

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.