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Comfort Systems

665 hedge funds and large institutions have $14.4B invested in Comfort Systems in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 222 increasing their positions, 236 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 54

13% more funds holding

Funds holding: 590665 (+75)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $13B → $14.4B (+$1.36B)

1.79% more ownership

Funds ownership: 93.62%95.41% (+1.8%)

6% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 236

18% less call options, than puts

Call options by funds: $51.8M | Put options by funds: $62.8M

Holders
665
Holders Change
+75
Holders Change %
+12.71%
% of All Funds
8.76%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
138
Increased
222
Reduced
236
Closed
54
Calls
$51.8M
Puts
$62.8M
Net Calls
-$11M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.08B -$27M -61,440 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.6B +$29.5M +67,240 +2%
Capital World Investors
3
Capital World Investors
California
$910M -$57.4M -130,729 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$720M +$65.2M +148,493 +10%
Invesco
5
Invesco
Georgia
$595M -$13.7M -31,133 -2%
State Street
6
State Street
Massachusetts
$468M +$21.3M +48,616 +5%
Westfield Capital Management
7
Westfield Capital Management
Massachusetts
$375M +$77.7M +176,947 +25%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$326M +$9.4M +21,406 +3%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$275M -$54.6M -124,408 -16%
Goldman Sachs
10
Goldman Sachs
New York
$269M +$24.9M +56,664 +10%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$257M -$176M -401,775 -40%
Federated Hermes
12
Federated Hermes
Pennsylvania
$198M +$22.7M +51,771 +12%
First Trust Advisors
13
First Trust Advisors
Illinois
$197M +$46.4M +105,756 +30%
Norges Bank
14
Norges Bank
Norway
$196M +$10.5M +23,962 +5%
JP Morgan Chase
15
JP Morgan Chase
New York
$162M +$110M +250,085 +191%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$156M -$56.2M -127,982 -26%
VNIM
17
Vaughan Nelson Investment Management
Texas
$154M +$3.46M +7,890 +2%
Morgan Stanley
18
Morgan Stanley
New York
$140M +$6.08M +13,857 +4%
Northern Trust
19
Northern Trust
Illinois
$134M +$23.2M +52,726 +20%
AllianceBernstein
20
AllianceBernstein
Tennessee
$130M -$105M -239,040 -44%
Charles Schwab
21
Charles Schwab
California
$127M -$1.42M -3,233 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$120M -$4.28M -9,757 -3%
AQR Capital Management
23
AQR Capital Management
Connecticut
$109M +$22.7M +51,702 +25%
Capital International Investors
24
Capital International Investors
California
$108M -$2.8M -6,375 -2%
Capital Research Global Investors
25
Capital Research Global Investors
California
$107M +$18.9M +43,002 +21%

FIX Hedge Fund Activity: Q4 2024 in Review

665 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2024, worth a combined $14.4B — up 10% from $13B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new FIX positions and 54 closed out — a net gain of 84 holders — while 222 added to existing stakes and 236 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Baillie Gifford & Co, cutting an estimated $176M.

  • 665 institutional investors held Comfort Systems (FIX) as of Q4 2024, up from 590 in Q3 2024.
  • Funds reported $14.4B of Comfort Systems stock for Q4 2024, up 10% quarter-over-quarter.
  • 138 funds opened new Comfort Systems positions in Q4 2024 and 54 closed out, a net change of +84 holders.
  • The largest Comfort Systems buyer in Q4 2024 was JP Morgan Chase, an estimated $110M added.
  • The largest Comfort Systems seller in Q4 2024 was Baillie Gifford & Co, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2024.