Comfort Systems
131 hedge funds and large institutions have $625M invested in Comfort Systems in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 18 closing their positions.
150% more call options, than puts
Call options by funds: $608K | Put options by funds: $243K
30% more capital invested
Capital invested by funds: $481M → $625M (+$145M)
4.07% more ownership
Funds ownership: 94% → 98.07% (+4.1%)
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
2% less funds holding
Funds holding: 134 → 131 (-3)
17% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$5.27M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$4.95M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$4.49M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.21M |
| 5 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$2.65M |
| 2 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$2.02M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.92M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$1.65M |
| 5 |
SAM
Shell Asset Management
The Hague,
Netherlands
|
-$1.01M |
FIX Hedge Fund Activity: Q4 2014 in Review
131 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2014, worth a combined $625M — up 30% from $481M a quarter earlier.
Fund positioning in FIX was balanced in Q4 2014: 18 funds opened new positions, 18 closed out, 40 added to existing stakes and 48 trimmed.
The largest buyer was Putnam Investments, opening a new position worth an estimated $5.27M. The largest seller was Artisan Partners, cutting an estimated $2.65M.
- 131 institutional investors held Comfort Systems (FIX) as of Q4 2014, down from 134 in Q3 2014.
- Funds reported $625M of Comfort Systems stock for Q4 2014, up 30% quarter-over-quarter.
- 18 funds opened new Comfort Systems positions in Q4 2014 and 18 closed out, a net change of 0 holders.
- The largest Comfort Systems buyer in Q4 2014 was Putnam Investments, an estimated $5.27M added.
- The largest Comfort Systems seller in Q4 2014 was Artisan Partners, an estimated $2.65M sold.
Based on aggregated 13F filings for Q4 2014.