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FIX

Selling starting

COMFORT SYSTEMS USA INC COMMON STOCK USD.01 · INDUSTRIALS

Sep 11, 2026 · Held by 6 equity funds across 4 families · institutional blended weight 0.068% · ~$178M est. exposure

Institutional blended weight over time

AUM-weighted weight of FIX across all stock-picking funds, last 30 trading sessions.

2026-07-300.002% → 0.068%2026-09-11

Net flow

Day

-0.000%

Week

+0.004%

Month

+0.066%

Change in blended weight over each window. Bought over the month/week but being sold today — distribution may be starting.

Who holds it

FundWeightΔ today
ULTY
4.377%
~$32M
-0.018%
CGGO
0.788%
~$94M
-0.000%
AVMV
0.716%
~$5.6M
-0.000%
ETHO
0.344%
~$0.7M
—
AVLV
0.225%
~$49M
+0.002%
AVUS
0.203%
~$29M
+0.000%

Options written against it

3 positions from income funds — excluded from the institutional blend above. Covered call strikes indicate near-term resistance.

FundTypeStrikeExpiry
ULTYPUT$1440.00Sep 18
ULTYCALL$1670.00Sep 18
ULTYPUT$1520.00Sep 18