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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
State of New Jersey Common Pension Fund D
176
State of New Jersey Common Pension Fund D
New Jersey
$5.44M -$195K -444 -3%
EGI
177
EAM Global Investors
California
$5.42M +$3.07K +7 +0.1%
PFSRSONJ
178
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.39M +$5.58M +12,703 New
YCM
179
Yousif Capital Management
Michigan
$5.33M -$249K -566 -4%
DekaBank Deutsche Girozentrale
180
DekaBank Deutsche Girozentrale
Germany
$5.33M
PFM
181
Premier Fund Managers
United Kingdom
$5.29M -$479K -1,090 -8%
HighTower Advisors
182
HighTower Advisors
Illinois
$5.26M -$33.4K -76 -0.6%
HSBC Holdings
183
HSBC Holdings
United Kingdom
$5.26M +$1.29M +2,929 +31%
EP
184
Edgestream Partners
New Jersey
$5.05M +$3.8M +8,664 +267%
US Bancorp
185
US Bancorp
Minnesota
$5.02M +$217K +495 +4%
BCPE
186
Bain Capital Public Equity
Massachusetts
$4.99M +$555K +1,263 +12%
FMI
187
F/M Investments
District of Columbia
$4.99M -$12.9M -29,282 -71%
BCI
188
Brinker Capital Investments
Pennsylvania
$4.94M -$988K -2,250 -16%
OPS
189
Orion Portfolio Solutions
Nebraska
$4.94M -$988K -2,250 -16%
TRSOTSOK
190
Teachers Retirement System of the State of Kentucky
Kentucky
$4.8M -$241K -550 -5%
Assenagon Asset Management
191
Assenagon Asset Management
Luxembourg
$4.79M -$2.25M -5,117 -31%
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$4.52M -$883K -2,011 -16%
SDIC
193
South Dakota Investment Council
South Dakota
$4.48M
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$4.4M -$101K -231 -2%
ASRS
195
Arizona State Retirement System
Arizona
$4.39M +$29.9K +68 +0.7%
TI
196
Tidal Investments
Wisconsin
$4.32M +$2.19M +4,986 +96%
HIS
197
Harvest Investment Services
Illinois
$4.29M +$1.91M +4,343 +75%
DJYG
198
David J. Yvars Group
Florida
$4.29M -$23.7K -54 -0.5%
Pacer Advisors
199
Pacer Advisors
Pennsylvania
$4.27M +$799K +1,820 +22%
AHC
200
Anderson Hoagland & Co
Missouri
$4.26M -$157K -357 -4%

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.