Comfort Systems
136 hedge funds and large institutions have $765M invested in Comfort Systems in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 11 closing their positions.
310% more call options, than puts
Call options by funds: $1.72M | Put options by funds: $419K
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
22% more capital invested
Capital invested by funds: $625M → $765M (+$139M)
4% more funds holding
Funds holding: 131 → 136 (+5)
9% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 46
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.51% less ownership
Funds ownership: 98.07% → 97.56% (-0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Pier Capital
Stamford,
Connecticut
|
+$6.22M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$5.79M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.59M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$3.49M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$9.23M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$7.83M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$7.36M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$5.63M |
| 5 |
Bank of New York Mellon
New York
|
-$5.63M |
FIX Hedge Fund Activity: Q1 2015 in Review
136 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2015, worth a combined $765M — up 22% from $625M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FIX positions and 11 closed out — a net gain of 6 holders — while 50 added to existing stakes and 46 trimmed.
The largest buyer was Pier Capital, opening a new position worth an estimated $6.22M. The largest seller was JP Morgan Chase, cutting an estimated $9.23M.
- 136 institutional investors held Comfort Systems (FIX) as of Q1 2015, up from 131 in Q4 2014.
- Funds reported $765M of Comfort Systems stock for Q1 2015, up 22% quarter-over-quarter.
- 17 funds opened new Comfort Systems positions in Q1 2015 and 11 closed out, a net change of +6 holders.
- The largest Comfort Systems buyer in Q1 2015 was Pier Capital, an estimated $6.22M added.
- The largest Comfort Systems seller in Q1 2015 was JP Morgan Chase, an estimated $9.23M sold.
Based on aggregated 13F filings for Q1 2015.