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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
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$254K
AIP
202
Ameritas Investment Partners
Nebraska
$249K
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$242K -$8.08K -90 -3%
II
204
Inspire Investing
Idaho
$234K +$13.3K +148 +6%
VI
205
Vestcor Inc
New Brunswick, Canada
$229K +$231K +2,574 New
HighTower Advisors
206
HighTower Advisors
Illinois
$223K +$6.28K +70 +3%
FCCM
207
First City Capital Management
Georgia
$223K +$225K +2,507 New
CNC
208
Canandaigua National Corp
New York
$213K -$3.23K -36 -1%
PAMS
209
Pictet Asset Management (Switzerland)
Switzerland
$205K
RJT
210
Raymond James Trust
Florida
$205K +$179 +2 +0.1%
VRS
211
Virginia Retirement Systems
Virginia
$205K +$206K +2,300 New
MLICM
212
Metropolitan Life Insurance Company (MetLife)
New York
$201K -$614K -6,837 -75%
SCM
213
Shelton Capital Management
Colorado
$201K -$7.63K -85 -4%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$196K +$59K +657 +42%
AA
215
Ancora Advisors
Ohio
$151K
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$127K -$4.04K -45 -3%
SG Americas Securities
217
SG Americas Securities
New York
$107K -$744K -8,288 -87%
APA
218
American Portfolios Advisors
New York
$81.8K +$76.3K +850 +1,232%
EW
219
Evoke Wealth
California
$80K +$80.8K +900 New
UB
220
UMB Bank
Missouri
$78K
Lazard Asset Management
221
Lazard Asset Management
New York
$76K +$29.1K +324 +61%
PCG
222
Private Capital Group
Connecticut
$74K +$90 +1 +0.1%
UBS Group
223
UBS Group
Switzerland
$65K -$70.3K -783 -52%
TPCW
224
TD Private Client Wealth
New York
$57.9K +$57.9K +645 +10,750%
SPIA
225
Steward Partners Investment Advisory
New York
$48K +$38.9K +433 +420%

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.