Comfort Systems
219 hedge funds and large institutions have $1.26B invested in Comfort Systems in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 45 closing their positions.
13% more call options, than puts
Call options by funds: $799K | Put options by funds: $709K
11% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 72
0.45% less ownership
Funds ownership: 94.97% → 94.52% (-0.45%)
6% less funds holding
Funds holding: 233 → 219 (-14)
27% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 45
27% less capital invested
Capital invested by funds: $1.73B → $1.26B (-$472M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$25.5M |
| 2 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$13.5M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$10.3M |
| 4 |
RA
Royce & Associates
New York
|
+$8.39M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$6.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$19.9M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$18.2M |
| 3 |
Morgan Stanley
New York
|
-$14.1M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$9M |
| 5 |
Millennium Management
New York
|
-$8.99M |
FIX Hedge Fund Activity: Q1 2020 in Review
219 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2020, worth a combined $1.26B — down 27% from $1.73B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of FIX and 33 opened new positions — a net loss of 12 holders — while 72 trimmed existing stakes and 80 added.
The largest buyer was Brown Advisory, opening a new position worth an estimated $25.5M. The largest seller was ACK Asset Management, exiting entirely with an estimated $19.9M sold.
- 219 institutional investors held Comfort Systems (FIX) as of Q1 2020, down from 233 in Q4 2019.
- Funds reported $1.26B of Comfort Systems stock for Q1 2020, down 27% quarter-over-quarter.
- 33 funds opened new Comfort Systems positions in Q1 2020 and 45 closed out, a net change of -12 holders.
- The largest Comfort Systems buyer in Q1 2020 was Brown Advisory, an estimated $25.5M added.
- The largest Comfort Systems seller in Q1 2020 was ACK Asset Management, an estimated $19.9M sold.
Based on aggregated 13F filings for Q1 2020.