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Comfort Systems

240 hedge funds and large institutions have $1.76B invested in Comfort Systems in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 94.46%93.54% (-0.92%)

4% less capital invested

Capital invested by funds: $1.82B → $1.76B (-$64.2M)

7% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 92

6% less funds holding

Funds holding: 255240 (-15)

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

98% less call options, than puts

Call options by funds: $15K | Put options by funds: $994K

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
240
Holders Change
-15
Holders Change %
-5.88%
% of All Funds
5.21%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
86
Reduced
92
Closed
36
Calls
$15K
Puts
$994K
Net Calls
-$979K
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
151
Wedge Capital Management
North Carolina
$581K +$8.13K +158 +1%
MERSOM
152
Municipal Employees' Retirement System of Michigan
Michigan
$562K -$209K -4,060 -27%
BPM
153
Bowling Portfolio Management
Ohio
$544K -$933K -18,133 -63%
AWW
154
Alan W. Weber
$535K
AIMCA
155
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$530K -$1.46M -28,400 -73%
CCIA
156
Campbell & Co Investment Adviser
Maryland
$526K +$530K +10,310 New
OTPPB
157
Ontario Teachers' Pension Plan Board
Ontario, Canada
$510K +$515K +10,004 New
Rafferty Asset Management
158
Rafferty Asset Management
New York
$506K -$1.29M -25,034 -72%
AIA
159
Affinity Investment Advisors
California
$503K -$4.79K -93 -0.9%
RG
160
Renaissance Group
Kentucky
$495K -$12.3K -240 -2%
SGAM
161
Smith Group Asset Management
Texas
$471K -$515 -10 -0.1%
Pacer Advisors
162
Pacer Advisors
Pennsylvania
$454K +$458K +8,905 New
HSBC Holdings
163
HSBC Holdings
United Kingdom
$444K +$50.3K +978 +13%
XK
164
Xact Kapitalforvaltning
Sweden
$425K
QCM
165
Quantinno Capital Management
New York
$399K -$98.3K -1,910 -20%
IB
166
Intrust Bank
Kansas
$393K -$47.3K -919 -11%
EP
167
Elkfork Partners
Oregon
$392K
ARTA
168
A.R.T. Advisors
New York
$385K -$113K -2,200 -23%
AA
169
ALPS Advisors
Colorado
$371K -$19.8K -384 -5%
Janus Henderson Group
170
Janus Henderson Group
United Kingdom
$363K +$22.7K +441 +7%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$351K -$25.3K -492 -7%
TL
172
TrueWealth LLC
Georgia
$351K
AB
173
Amalgamated Bank
New York
$351K +$50.2K +976 +17%
SEI Investments
174
SEI Investments
Pennsylvania
$330K -$475K -9,235 -59%
GHCM
175
Glen Harbor Capital Management
California
$323K

FIX Hedge Fund Activity: Q2 2019 in Review

240 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q2 2019, worth a combined $1.76B — down 3.5% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FIX and 25 opened new positions — a net loss of 11 holders — while 92 trimmed existing stakes and 86 added.

The largest buyer was Ameriprise, adding an estimated $55.8M. The largest seller was Neumeier Poma Investment Counsel, cutting an estimated $26M.

  • 240 institutional investors held Comfort Systems (FIX) as of Q2 2019, down from 255 in Q1 2019.
  • Funds reported $1.76B of Comfort Systems stock for Q2 2019, down 3.5% quarter-over-quarter.
  • 25 funds opened new Comfort Systems positions in Q2 2019 and 36 closed out, a net change of -11 holders.
  • The largest Comfort Systems buyer in Q2 2019 was Ameriprise, an estimated $55.8M added.
  • The largest Comfort Systems seller in Q2 2019 was Neumeier Poma Investment Counsel, an estimated $26M sold.

Based on aggregated 13F filings for Q2 2019.