Comfort Systems
246 hedge funds and large institutions have $1.53B invested in Comfort Systems in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 91 reducing their positions, and 31 closing their positions.
16% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 31
1% more funds holding
Funds holding: 243 → 246 (+3)
7% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 91
0.27% more ownership
Funds ownership: 93.76% → 94.03% (+0.27%)
23% less capital invested
Capital invested by funds: $1.97B → $1.53B (-$444M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
91% less call options, than puts
Call options by funds: $392K | Put options by funds: $4.36M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$12.9M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$10.3M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$7.2M |
| 4 |
Morgan Stanley
New York
|
+$6.79M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$6.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$11M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$8.89M |
| 4 |
DCM
Daruma Capital Management
New York
|
-$7.89M |
| 5 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
-$7.27M |
FIX Hedge Fund Activity: Q4 2018 in Review
246 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2018, worth a combined $1.53B — down 23% from $1.97B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new FIX positions and 31 closed out — a net gain of 5 holders — while 97 added to existing stakes and 91 trimmed.
The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $12.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $12.8M.
- 246 institutional investors held Comfort Systems (FIX) as of Q4 2018, up from 243 in Q3 2018.
- Funds reported $1.53B of Comfort Systems stock for Q4 2018, down 23% quarter-over-quarter.
- 36 funds opened new Comfort Systems positions in Q4 2018 and 31 closed out, a net change of +5 holders.
- The largest Comfort Systems buyer in Q4 2018 was Epoch Investment Partners, an estimated $12.9M added.
- The largest Comfort Systems seller in Q4 2018 was T. Rowe Price Associates, an estimated $12.8M sold.
Based on aggregated 13F filings for Q4 2018.