Comfort Systems
143 hedge funds and large institutions have $542M invested in Comfort Systems in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 62 reducing their positions, and 22 closing their positions.
0% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 22
1% less funds holding
Funds holding: 144 → 143 (-1)
1.41% less ownership
Funds ownership: 95.95% → 94.54% (-1.4%)
22% less capital invested
Capital invested by funds: $695M → $542M (-$152M)
29% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 62
53% less call options, than puts
Call options by funds: $420K | Put options by funds: $897K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$14.2M |
| 2 |
JP Morgan Chase
New York
|
+$12.2M |
| 3 |
Bank of New York Mellon
New York
|
+$5.47M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$5.04M |
| 5 |
SCA
Secor Capital Advisors
New York
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$17.1M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$6.06M |
| 3 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$4.48M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$3.99M |
| 5 |
PIMC
Praesidium Investment Management Company
New York
|
-$3.72M |
FIX Hedge Fund Activity: Q1 2014 in Review
143 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2014, worth a combined $542M — down 22% from $695M a quarter earlier.
Fund positioning in FIX was balanced in Q1 2014: 22 funds opened new positions, 22 closed out, 44 added to existing stakes and 62 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $14.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $17.1M sold.
- 143 institutional investors held Comfort Systems (FIX) as of Q1 2014, down from 144 in Q4 2013.
- Funds reported $542M of Comfort Systems stock for Q1 2014, down 22% quarter-over-quarter.
- 22 funds opened new Comfort Systems positions in Q1 2014 and 22 closed out, a net change of 0 holders.
- The largest Comfort Systems buyer in Q1 2014 was Victory Capital Management, an estimated $14.2M added.
- The largest Comfort Systems seller in Q1 2014 was Capital Research Global Investors, an estimated $17.1M sold.
Based on aggregated 13F filings for Q1 2014.