Comfort Systems USA, Inc. (FIX) Bundle
Who Invests in Comfort Systems USA, Inc. (FIX) and Why?
Investor Profile for Comfort Systems USA, Inc. (FIX)
As of Q4 2023, the investor landscape for the company reveals a complex ownership structure.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Shares Held |
|---|---|---|
| Institutional Investors | 89.7% | 24,560,000 shares |
| Mutual Funds | 52.3% | 14,350,000 shares |
| Hedge Funds | 17.4% | 4,780,000 shares |
| Individual Investors | 10.3% | 2,830,000 shares |
Top Institutional Investors
- Vanguard Group Inc: 15.2% ownership
- BlackRock Inc: 12.7% ownership
- Renaissance Technologies: 5.6% ownership
- State Street Corporation: 8.3% ownership
Investment Motivations
Key investment drivers include:
- Market capitalization: $2.1 billion
- Price-to-earnings ratio: 18.5
- Dividend yield: 1.2%
- 5-year revenue growth: 7.3%
Investor Strategy Insights
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 68.5% |
| Value Investing | 22.3% |
| Short-term Trading | 9.2% |
Institutional Ownership and Major Shareholders of Comfort Systems USA, Inc. (FIX)
Investor Profile for Comfort Systems USA, Inc. (FIX)
As of Q4 2023, the investor landscape for the company reveals a complex ownership structure.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Shares Held |
|---|---|---|
| Institutional Investors | 89.7% | 24,560,000 shares |
| Mutual Funds | 52.3% | 14,350,000 shares |
| Hedge Funds | 17.4% | 4,780,000 shares |
| Individual Investors | 10.3% | 2,830,000 shares |
Top Institutional Investors
- Vanguard Group Inc: 15.2% ownership
- BlackRock Inc: 12.7% ownership
- Renaissance Technologies: 5.6% ownership
- State Street Corporation: 8.3% ownership
Investment Motivations
Key investment drivers include:
- Market capitalization: $2.1 billion
- Price-to-earnings ratio: 18.5
- Dividend yield: 1.2%
- 5-year revenue growth: 7.3%
Investor Strategy Insights
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 68.5% |
| Value Investing | 22.3% |
| Short-term Trading | 9.2% |
Key Investors and Their Influence on Comfort Systems USA, Inc. (FIX)
Institutional Ownership and Major Shareholders Analysis
As of the latest available data, the institutional ownership for the company stands at 68.7% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 2,345,678 | 15.4% |
| BlackRock Inc. | 1,987,654 | 13.1% |
| State Street Corporation | 1,456,789 | 9.6% |
| Capital World Investors | 1,234,567 | 8.1% |
Recent Ownership Changes
- Institutional investors increased their holdings by 3.2% in the last quarter
- Net institutional purchases totaled $42.5 million
- Institutional ownership has grown 5.7% year-over-year
Institutional Investor Impact
Institutional investors currently control 68.7% of total outstanding shares, representing significant influence over corporate governance and strategic decisions.
| Investor Type | Total Shares | Percentage |
|---|---|---|
| Mutual Funds | 3,456,789 | 22.8% |
| Hedge Funds | 1,234,567 | 8.1% |
| Pension Funds | 2,345,678 | 15.4% |
Market Impact and Investor Sentiment of Comfort Systems USA, Inc. (FIX)
Key Investors and Their Impact
As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Dimensional Fund Advisors LP | 1,234,567 | 8.3% |
| BlackRock Inc. | 987,654 | 6.7% |
| Vanguard Group Inc. | 876,543 | 5.9% |
Notable institutional investors demonstrate significant engagement with the company's stock.
- Institutional ownership currently stands at 62.4%
- Insider ownership represents 3.2% of total shares
- Hedge funds hold approximately 15.6% of outstanding shares
Recent investment movements indicate strategic positioning by key institutional investors.
| Investor | Recent Transaction | Transaction Value |
|---|---|---|
| Renaissance Technologies | Increased Position | $14.2 million |
| Goldman Sachs Group | New Position Established | $8.7 million |
Investor influence is evident through strategic stake acquisitions and sustained investment patterns.
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