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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
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$4.26M -$3.85M -8,766 -47%
CAM
202
Crown Advisors Management
California
$4.24M
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$4.18M +$746K +1,700 +21%
LSERS
204
Louisiana State Employees Retirement System
Louisiana
$4.16M -$43.9K -100 -1%
MCM
205
Monument Capital Management
Virginia
$4.14M +$30.7K +70 +0.7%
YIH
206
Y-Intercept (HK)
Hong Kong
$4.04M +$4.19M +9,538 New
JF
207
Jump Financial
Illinois
$4.03M +$3.49M +7,939 +504%
DWM
208
Dorchester Wealth Management
Quebec, Canada
$3.97M -$65.9K -150 -2%
Handelsbanken Fonder
209
Handelsbanken Fonder
Sweden
$3.88M +$659K +1,500 +20%
FDS
210
Freedom Day Solutions
Texas
$3.81M +$84.3K +192 +2%
QC
211
Quadrature Capital
United Kingdom
$3.69M +$3.82M +8,692 New
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$3.63M +$341K +776 +10%
4A
213
4D Advisors
California
$3.6M +$3.73M +8,500 New
SOMRS
214
State of Michigan Retirement System
Michigan
$3.56M
Thrivent Financial for Lutherans
215
Thrivent Financial for Lutherans
Minnesota
$3.54M -$3.51K -8 -0.1%
QT
216
Quantbot Technologies
New York
$3.53M +$3.65M +8,323 New
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$3.52M +$919K +2,094 +34%
KK
218
KLP Kapitalforvaltning
Norway
$3.43M +$3.56M +8,100 New
CIBC World Market
219
CIBC World Market
Ontario, Canada
$3.38M +$1.26M +2,863 +56%
ZIM
220
Zacks Investment Management
Illinois
$3.38M -$293K -668 -8%
NMIMC
221
Northwestern Mutual Investment Management Company
Wisconsin
$3.34M -$2.19K -5 -0.1%
COPPSERS
222
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.32M -$1.32K -3 -0%
NAAA
223
New Age Alpha Advisors
New York
$3.27M +$3.39M +7,722 New
RI
224
Redwood Investments
Massachusetts
$3.25M -$6.6M -15,026 -66%
NMERB
225
New Mexico Educational Retirement Board
New Mexico
$3.14M

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.