Comfort Systems
220 hedge funds and large institutions have $1.55B invested in Comfort Systems in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 44 closing their positions.
23% more call options, than puts
Call options by funds: $1.25M | Put options by funds: $1.02M
1.27% more ownership
Funds ownership: 94.07% → 95.34% (+1.3%)
9% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 85
8% less funds holding
Funds holding: 240 → 220 (-20)
12% less capital invested
Capital invested by funds: $1.77B → $1.55B (-$216M)
43% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$33.7M |
| 2 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$20.7M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$14.8M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$11.3M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$29M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$12.4M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$12.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.3M |
| 5 |
Goldman Sachs
New York
|
-$9.27M |
FIX Hedge Fund Activity: Q3 2019 in Review
220 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q3 2019, worth a combined $1.55B — down 12% from $1.77B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of FIX and 25 opened new positions — a net loss of 19 holders — while 85 trimmed existing stakes and 77 added.
The largest buyer was River Road Asset Management, opening a new position worth an estimated $33.7M. The largest seller was Ameriprise, cutting an estimated $29M.
- 220 institutional investors held Comfort Systems (FIX) as of Q3 2019, down from 240 in Q2 2019.
- Funds reported $1.55B of Comfort Systems stock for Q3 2019, down 12% quarter-over-quarter.
- 25 funds opened new Comfort Systems positions in Q3 2019 and 44 closed out, a net change of -19 holders.
- The largest Comfort Systems buyer in Q3 2019 was River Road Asset Management, an estimated $33.7M added.
- The largest Comfort Systems seller in Q3 2019 was Ameriprise, an estimated $29M sold.
Based on aggregated 13F filings for Q3 2019.