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Atmos Energy

278 hedge funds and large institutions have $2.67B invested in Atmos Energy in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 105 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 269278 (+9)

5% more capital invested

Capital invested by funds: $2.55B → $2.67B (+$115M)

1.35% less ownership

Funds ownership: 66.96%65.6% (-1.4%)

20% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $213K

Holders
278
Holders Change
+9
Holders Change %
+3.35%
% of All Funds
8.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
32
Increased
84
Reduced
105
Closed
23
Calls
Puts
$213K
Net Calls
-$213K
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$25K -$24.1K -546 -50%
NES
252
New England Securities
New York
$23K
KTC
253
Kistler-Tiffany Companies
Pennsylvania
$19K
FHA
254
First Horizon Advisors
Tennessee
$16K
WCBA
255
Weaver C. Barksdale & Associates
Tennessee
$16K +$1.1K +25 +8%
OC
256
Oakworth Capital
Alabama
$16K +$15.1K +343 New
VIA
257
Vantage Investment Advisors
Pennsylvania
$16K +$15.7K +356 New
OIA
258
Optimum Investment Advisors
Illinois
$14K
EWM
259
Elite Wealth Management
Washington
$14K +$13.2K +300 New
KT
260
Kanaly Trust
Texas
$14K +$13.2K +300 New
DBT
261
Dubuque Bank & Trust
Iowa
$12K
OSNBOA
262
Old Second National Bank of Aurora
Illinois
$11K
PTC
263
Private Trust Company
Ohio
$10K
ECM
264
ETrade Capital Management
Virginia
$10K +$4.19K +95 +75%
FIG
265
Fusion Investment Group
Pennsylvania
$9K +$9.09K +206 New
DIA
266
Denver Investment Advisors
Colorado
$8.78K -$18.6K -421 -0.2%
CFA
267
Carroll Financial Associates
North Carolina
$7K
MA
268
MUFG Americas
New York
$6K -$5.52K -125 -50%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$6K +$5.43K +123 New
SSB
270
Sandy Spring Bank
Maryland
$5K
HCP
271
Holt Capital Partners
Texas
$5K +$4.41K +100 New
DSC
272
Duncker Streett & Co
Missouri
$3K
PAS
273
Partnervest Advisory Services
California
$3K
TWA
274
TCI Wealth Advisors
Arizona
$3K
PIA
275
Piedmont Investment Advisors
North Carolina
$1.14K +$1.1K +25 New

ATO Hedge Fund Activity: Q4 2013 in Review

278 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2013, worth a combined $2.67B — up 4.5% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ATO positions and 23 closed out — a net gain of 9 holders — while 84 added to existing stakes and 105 trimmed.

The largest buyer was Pictet Asset Management (UK), opening a new position worth an estimated $14.3M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $42M sold.

  • 278 institutional investors held Atmos Energy (ATO) as of Q4 2013, up from 269 in Q3 2013.
  • Funds reported $2.67B of Atmos Energy stock for Q4 2013, up 4.5% quarter-over-quarter.
  • 32 funds opened new Atmos Energy positions in Q4 2013 and 23 closed out, a net change of +9 holders.
  • The largest Atmos Energy buyer in Q4 2013 was Pictet Asset Management (UK), an estimated $14.3M added.
  • The largest Atmos Energy seller in Q4 2013 was Nordea Investment Management, an estimated $42M sold.

Based on aggregated 13F filings for Q4 2013.