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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
P
151
Pitcairn
Pennsylvania
$653K -$14.5K -162 -2%
DT
152
Diversified Trust
Tennessee
$653K
PSUF
153
People's United Financial
Connecticut
$653K +$23.7K +264 +4%
Ensign Peak Advisors
154
Ensign Peak Advisors
Utah
$651K
IAP
155
Indie Asset Partners
Indiana
$643K -$89.7K -1,000 -12%
LPL Financial
156
LPL Financial
California
$629K +$19.5K +217 +3%
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$608K -$162K -1,803 -21%
BAM
158
Blueshift Asset Management
New Jersey
$608K +$283K +3,151 +86%
PFO
159
Pathstone Family Office
New Jersey
$585K +$68.8K +767 +15%
Creative Planning
160
Creative Planning
Kansas
$573K +$41.4K +461 +8%
CA
161
Cetera Advisors
Colorado
$557K +$258K +2,872 +85%
OAM
162
Origin Asset Management
United Kingdom
$549K
ECM
163
Everence Capital Management
Indiana
$527K
Los Angeles Capital Management
164
Los Angeles Capital Management
California
$521K +$13K +145 +3%
PAS
165
Park Avenue Securities
New York
$512K +$46K +513 +10%
M&T Bank
166
M&T Bank
New York
$491K +$17K +189 +4%
KBC Group
167
KBC Group
Belgium
$472K
CIP
168
Cornerstone Investment Partners
Georgia
$466K +$90 +1 +0%
SGAM
169
Smith Group Asset Management
Texas
$463K -$346K -3,853 -43%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$462K -$4.67K -52 -1%
MOACM
171
Mutual of America Capital Management
New York
$462K +$24.1K +269 +5%
GCP
172
GSA Capital Partners
United Kingdom
$459K +$463K +5,161 New
HSBC Holdings
173
HSBC Holdings
United Kingdom
$445K -$365K -4,063 -45%
MPM
174
Meritage Portfolio Management
Kansas
$430K +$44K +490 +11%
SGI
175
Summit Global Investments
Utah
$427K +$431K +4,800 New

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.