Comfort Systems
216 hedge funds and large institutions have $1.17B invested in Comfort Systems in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 67 reducing their positions, and 18 closing their positions.
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
37% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 67
13% more capital invested
Capital invested by funds: $1.04B → $1.17B (+$133M)
5% more funds holding
Funds holding: 205 → 216 (+11)
1.88% more ownership
Funds ownership: 96.71% → 98.59% (+1.9%)
82% less call options, than puts
Call options by funds: $730K | Put options by funds: $3.95M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$11.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.44M |
| 3 |
FA
Friess Associates
Greenville,
Delaware
|
+$7.36M |
| 4 |
Bank of New York Mellon
New York
|
+$6.87M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$4.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Gotham Asset Management
New York
|
-$11.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.95M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$7.47M |
| 4 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$6.69M |
| 5 |
Millennium Management
New York
|
-$6.3M |
FIX Hedge Fund Activity: Q1 2016 in Review
216 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2016, worth a combined $1.17B — up 13% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new FIX positions and 18 closed out — a net gain of 14 holders — while 92 added to existing stakes and 67 trimmed.
The largest buyer was Dana Investment Advisors, adding an estimated $11.4M. The largest seller was Gotham Asset Management, cutting an estimated $11.8M.
- 216 institutional investors held Comfort Systems (FIX) as of Q1 2016, up from 205 in Q4 2015.
- Funds reported $1.17B of Comfort Systems stock for Q1 2016, up 13% quarter-over-quarter.
- 32 funds opened new Comfort Systems positions in Q1 2016 and 18 closed out, a net change of +14 holders.
- The largest Comfort Systems buyer in Q1 2016 was Dana Investment Advisors, an estimated $11.4M added.
- The largest Comfort Systems seller in Q1 2016 was Gotham Asset Management, an estimated $11.8M sold.
Based on aggregated 13F filings for Q1 2016.