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Comfort Systems
FIX

144 hedge funds and large institutions have $694M invested in Comfort Systems in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

19% more funds holding

Funds holding: 121 → 144 (+23)

13% more capital invested

Capital invested by funds: $612M → $694M (+$82.3M)

1.67% less ownership

Funds ownership: 97.62% → 95.95% (-1.7%)

44% less call options, than puts

Call options by funds: $931K | Put options by funds: $1.66M

Holders
144
Holders Change
+23
Holders Change %
+19.01%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
54
Reduced
44
Closed
8
Calls
$931K
Puts
$1.66M
Net Calls
-$724K
Net Calls Change
-$1.11M

Top Buyers

1
QBFM
QS Batterymarch Financial Management
New York
+$5.62M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.14M
3
GAM
Gotham Asset Management
New York
+$3.63M
4
Millennium Management
Millennium Management
New York
+$3.39M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.32M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$30.2M
2
Goldman Sachs
Goldman Sachs
New York
-$19.6M
3
Artisan Partners
Artisan Partners
Wisconsin
-$5.03M
4
EAM
Eagle Asset Management
Florida
-$4.14M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
151
SG Americas Securities
New York
– -$111K -6,624 Closed
PCM
152
Prelude Capital Management
New York
– -$89K -5,273 Closed
3 4 5 6
7

FIX Hedge Fund Activity: Q4 2013 in Review

144 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2013, worth a combined $694M — up 13% from $612M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FIX positions and 8 closed out — a net gain of 23 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was QS Batterymarch Financial Management, opening a new position worth an estimated $5.62M. The largest seller was Capital Research Global Investors, cutting an estimated $30.2M.

  • 144 institutional investors held Comfort Systems (FIX) as of Q4 2013, up from 121 in Q3 2013.
  • Funds reported $694M of Comfort Systems stock for Q4 2013, up 13% quarter-over-quarter.
  • 31 funds opened new Comfort Systems positions in Q4 2013 and 8 closed out, a net change of +23 holders.
  • The largest Comfort Systems buyer in Q4 2013 was QS Batterymarch Financial Management, an estimated $5.62M added.
  • The largest Comfort Systems seller in Q4 2013 was Capital Research Global Investors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2013.