Comfort Systems
347 hedge funds and large institutions have $5.03B invested in Comfort Systems in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 123 increasing their positions, 136 reducing their positions, and 36 closing their positions.
462% more call options, than puts
Call options by funds: $5.9M | Put options by funds: $1.05M
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
44% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 36
33% more capital invested
Capital invested by funds: $3.77B → $5.03B (+$1.26B)
5.27% more ownership
Funds ownership: 91.64% → 96.92% (+5.3%)
3% more funds holding
Funds holding: 336 → 347 (+11)
10% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 136
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$35.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$33.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.5M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$40.1M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$37.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$24.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$24.2M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$24M |
FIX Hedge Fund Activity: Q1 2023 in Review
347 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2023, worth a combined $5.03B — up 33% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new FIX positions and 36 closed out — a net gain of 16 holders — while 123 added to existing stakes and 136 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $35.3M. The largest seller was Brown Advisory, cutting an estimated $40.1M.
- 347 institutional investors held Comfort Systems (FIX) as of Q1 2023, up from 336 in Q4 2022.
- Funds reported $5.03B of Comfort Systems stock for Q1 2023, up 33% quarter-over-quarter.
- 52 funds opened new Comfort Systems positions in Q1 2023 and 36 closed out, a net change of +16 holders.
- The largest Comfort Systems buyer in Q1 2023 was AllianceBernstein, an estimated $35.3M added.
- The largest Comfort Systems seller in Q1 2023 was Brown Advisory, an estimated $40.1M sold.
Based on aggregated 13F filings for Q1 2023.