Comfort Systems
243 hedge funds and large institutions have $1.97B invested in Comfort Systems in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 88 reducing their positions, and 18 closing their positions.
122% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 18
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
22% more capital invested
Capital invested by funds: $1.61B → $1.97B (+$359M)
9% more funds holding
Funds holding: 223 → 243 (+20)
0.94% less ownership
Funds ownership: 94.7% → 93.76% (-0.94%)
2% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 88
81% less call options, than puts
Call options by funds: $874K | Put options by funds: $4.52M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$18.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18M |
| 3 |
Goldman Sachs
New York
|
+$14.2M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
+$10.1M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$9.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$59.8M |
| 2 |
DCM
Daruma Capital Management
New York
|
-$29.7M |
| 3 |
Bank of New York Mellon
New York
|
-$21.9M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$11.5M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$8.38M |
FIX Hedge Fund Activity: Q3 2018 in Review
243 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q3 2018, worth a combined $1.97B — up 22% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FIX positions and 18 closed out — a net gain of 22 holders — while 86 added to existing stakes and 88 trimmed.
The largest buyer was BlackRock, adding an estimated $18.4M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $59.8M sold.
- 243 institutional investors held Comfort Systems (FIX) as of Q3 2018, up from 223 in Q2 2018.
- Funds reported $1.97B of Comfort Systems stock for Q3 2018, up 22% quarter-over-quarter.
- 40 funds opened new Comfort Systems positions in Q3 2018 and 18 closed out, a net change of +22 holders.
- The largest Comfort Systems buyer in Q3 2018 was BlackRock, an estimated $18.4M added.
- The largest Comfort Systems seller in Q3 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $59.8M sold.
Based on aggregated 13F filings for Q3 2018.