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Atmos Energy

301 hedge funds and large institutions have $3.73B invested in Atmos Energy in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $352K

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more capital invested

Capital invested by funds: $3.14B → $3.73B (+$592M)

1.78% more ownership

Funds ownership: 68.15%69.93% (+1.8%)

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

0% more funds holding

Funds holding: 300301 (+1)

16% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 112

Holders
301
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
8.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
35
Increased
94
Reduced
112
Closed
32
Calls
$1.3M
Puts
$352K
Net Calls
+$952K
Net Calls Change
+$461K
Name Holding Trade Value Shares
Change
Change in
Stake
OI
226
Oakbrook Investments
Illinois
$307K
STC
227
SEI Trust Company
Pennsylvania
$306K -$352K -6,960 -55%
B
228
Barings
North Carolina
$291K
SCM
229
Stux Capital Management
New York
$288K +$55.6K +1,100 +26%
HMS
230
Hanseatic Management Services
New Mexico
$276K +$261K +5,160 New
SEC
231
Seven Eight Capital
New York
$267K +$253K +5,000 New
FMWA
232
Forvis Mazars Wealth Advisors
Missouri
$260K +$1.77K +35 +0.7%
ATC
233
Argent Trust Company
Louisiana
$256K
NPPM
234
North Point Portfolio Managers
Ohio
$254K
BOH
235
Bank of Hawaii
Hawaii
$253K +$239K +4,735 New
Canada Pension Plan Investment Board
236
Canada Pension Plan Investment Board
Ontario, Canada
$251K +$80.9K +1,600 +52%
RFC
237
Regions Financial Corp
Alabama
$250K +$237K +4,695 New
AG
238
Algert Global
California
$241K +$228K +4,520 New
JG
239
Jefferies Group
New York
$237K -$69.1K -1,367 -24%
FIM
240
Frontier Investment Management
Texas
$230K
HC
241
Hourglass Capital
Texas
$230K
BBA
242
BLB&B Advisors
Pennsylvania
$227K +$215K +4,250 New
WTNA
243
Wilmington Trust National Association
Delaware
$220K +$208K +4,116 New
DTL
244
Dynamic Technology Lab
Singapore
$215K -$98K -1,939 -32%
GT
245
Glenmede Trust
Pennsylvania
$213K -$25.3K -500 -11%
DC
246
Deere & Company
Illinois
$213K +$201K +3,982 New
RT
247
Rockland Trust
Massachusetts
$211K +$199K +3,945 New
Stifel Financial
248
Stifel Financial
Missouri
$211K +$200K +3,951 New
ClearBridge Investments
249
ClearBridge Investments
New York
$200K
ST
250
Smithfield Trust
Pennsylvania
$198K -$9.45K -187 -5%

ATO Hedge Fund Activity: Q2 2014 in Review

301 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2014, worth a combined $3.73B — up 19% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ATO positions and 32 closed out — a net gain of 3 holders — while 94 added to existing stakes and 112 trimmed.

The largest buyer was Scout Investments, adding an estimated $144M. The largest seller was Luminus Management, cutting an estimated $40M.

  • 301 institutional investors held Atmos Energy (ATO) as of Q2 2014, up from 300 in Q1 2014.
  • Funds reported $3.73B of Atmos Energy stock for Q2 2014, up 19% quarter-over-quarter.
  • 35 funds opened new Atmos Energy positions in Q2 2014 and 32 closed out, a net change of +3 holders.
  • The largest Atmos Energy buyer in Q2 2014 was Scout Investments, an estimated $144M added.
  • The largest Atmos Energy seller in Q2 2014 was Luminus Management, an estimated $40M sold.

Based on aggregated 13F filings for Q2 2014.