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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
DekaBank Deutsche Girozentrale
201
DekaBank Deutsche Girozentrale
Germany
$96K +$97.5K +1,895 New
QT
202
Quantamental Technologies
New York
$84K -$61.4K -1,194 -42%
HIIFS
203
Harel Insurance Investments & Financial Services
Israel
$80K +$81.1K +1,576 New
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$77K +$206 +4 +0.3%
Point72 Asset Management
205
Point72 Asset Management
Connecticut
$71K +$72K +1,400 New
MOACM
206
Mutual of America Capital Management
New York
$68K +$13.9K +271 +26%
PHK
207
Point72 Hong Kong
Hong Kong
$66K +$66.1K +1,285 New
Macquarie Group
208
Macquarie Group
Australia
$64K -$20.8K -405 -24%
LIA
209
LS Investment Advisors
Michigan
$56K
HNB
210
Huntington National Bank
Ohio
$54K +$17.2K +335 +46%
PCG
211
Private Capital Group
Connecticut
$46K +$1.39K +27 +3%
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$42K -$6.48K -126 -13%
ASN
213
Advisory Services Network
Georgia
$40K +$26.3K +511 +194%
CFGS
214
Concourse Financial Group Securities
Alabama
$37K +$412 +8 +1%
US Bancorp
215
US Bancorp
Minnesota
$35K
AssetMark Inc
216
AssetMark Inc
California
$26K
QT
217
Quantbot Technologies
New York
$25K -$144K -2,800 -85%
SWA
218
Sutton Wealth Advisors
Florida
$23.1K
SCA
219
Stonebridge Capital Advisors
Minnesota
$22K +$21.9K +426 New
NIT
220
NumerixS Investment Technologies
British Columbia, Canada
$20K -$206K -4,000 -91%
CIAS
221
Capital Investment Advisory Services
North Carolina
$17K
VCM
222
Versant Capital Management
Arizona
$15K -$3.71K -72 -19%
CWA
223
Clarus Wealth Advisors
Arizona
$15K
PRC
224
Pearl River Capital
Michigan
$15K +$15K +292 New
SF
225
Synovus Financial
Georgia
$14K

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.