Comfort Systems
121 hedge funds and large institutions have $612M invested in Comfort Systems in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
136% more call options, than puts
Call options by funds: $665K | Put options by funds: $282K
17% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 41
12% more capital invested
Capital invested by funds: $544M → $612M (+$67.7M)
8% more funds holding
Funds holding: 112 → 121 (+9)
0.39% less ownership
Funds ownership: 98.02% → 97.62% (-0.39%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$8.2M |
| 2 |
TA
Teachers Advisors
New York
|
+$4.67M |
| 3 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$3.72M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.9M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$8.28M |
| 2 |
JP Morgan Chase
New York
|
-$7.35M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$6.29M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$5.92M |
| 5 |
PIMC
Praesidium Investment Management Company
New York
|
-$1.78M |
FIX Hedge Fund Activity: Q3 2013 in Review
121 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q3 2013, worth a combined $612M — up 12% from $544M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FIX positions and 5 closed out — a net gain of 10 holders — while 48 added to existing stakes and 41 trimmed.
The largest buyer was AJO LP, adding an estimated $8.2M. The largest seller was Artisan Partners, cutting an estimated $8.28M.
- 121 institutional investors held Comfort Systems (FIX) as of Q3 2013, up from 112 in Q2 2013.
- Funds reported $612M of Comfort Systems stock for Q3 2013, up 12% quarter-over-quarter.
- 15 funds opened new Comfort Systems positions in Q3 2013 and 5 closed out, a net change of +10 holders.
- The largest Comfort Systems buyer in Q3 2013 was AJO LP, an estimated $8.2M added.
- The largest Comfort Systems seller in Q3 2013 was Artisan Partners, an estimated $8.28M sold.
Based on aggregated 13F filings for Q3 2013.