Comfort Systems
249 hedge funds and large institutions have $1.82B invested in Comfort Systems in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 73 increasing their positions, 101 reducing their positions, and 25 closing their positions.
68% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 25
35% more capital inflows, than outflows
Capital inflows: $218M | Capital outflows: $161M
7% more funds holding
Funds holding: 232 → 249 (+17)
3.18% more ownership
Funds ownership: 93.48% → 96.66% (+3.2%)
28% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 101
69% less call options, than puts
Call options by funds: $773K | Put options by funds: $2.53M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$26.5M |
| 2 |
River Road Asset Management
Louisville,
Kentucky
|
+$18.8M |
| 3 |
Robeco Schweiz
Zurich,
Switzerland
|
+$14.5M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$14.3M |
| 5 |
Storebrand Asset Management
Lysaker,
Norway
|
+$9.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$31M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$17.5M |
| 3 |
BlackRock
New York
|
-$14.9M |
| 4 |
Man Group
London,
United Kingdom
|
-$7.57M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$7.2M |
FIX Hedge Fund Activity: Q4 2020 in Review
249 of the 5,678 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2020, worth a combined $1.82B — up 3.6% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FIX positions and 25 closed out — a net gain of 17 holders — while 73 added to existing stakes and 101 trimmed.
The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $26.5M. The largest seller was Wellington Management Group, cutting an estimated $31M.
- 249 institutional investors held Comfort Systems (FIX) as of Q4 2020, up from 232 in Q3 2020.
- Funds reported $1.82B of Comfort Systems stock for Q4 2020, up 3.6% quarter-over-quarter.
- 42 funds opened new Comfort Systems positions in Q4 2020 and 25 closed out, a net change of +17 holders.
- The largest Comfort Systems buyer in Q4 2020 was Robeco Institutional Asset Management, an estimated $26.5M added.
- The largest Comfort Systems seller in Q4 2020 was Wellington Management Group, an estimated $31M sold.
Based on aggregated 13F filings for Q4 2020.