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Atmos Energy

313 hedge funds and large institutions have $4.04B invested in Atmos Energy in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

16% more capital invested

Capital invested by funds: $3.49B → $4.04B (+$549M)

1.1% more ownership

Funds ownership: 68.25%69.36% (+1.1%)

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0% more funds holding

Funds holding: 313313 (0)

4% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 107

9% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $1.19M

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
8.74%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.14%
New
30
Increased
103
Reduced
107
Closed
29
Calls
$1.08M
Puts
$1.19M
Net Calls
-$110K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
251
LS Investment Advisors
Michigan
$192K +$5.38K +98 +3%
Public Employees Retirement Association of Colorado
252
Public Employees Retirement Association of Colorado
Colorado
$187K -$1.92K -35 -1%
PAM
253
Panagora Asset Management
Massachusetts
$175K
GT
254
Glenmede Trust
Pennsylvania
$167K -$41.8K -761 -21%
JWM
255
Jackson Wealth Management
Florida
$160K +$151K +2,746 New
MFS
256
MSI Financial Services
Massachusetts
$140K -$63.5K -1,156 -32%
RWA
257
Ropes Wealth Advisors
Massachusetts
$116K +$110K +2,000 New
WRM
258
Westport Resources Management
Connecticut
$99K
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$88K +$83.5K +1,520 New
HNB
260
Huntington National Bank
Ohio
$72K
NFG
261
Next Financial Group
Texas
$66K +$165 +3 +0.3%
FFC
262
First Financial Corp
Indiana
$64K
Zurich Cantonal Bank
263
Zurich Cantonal Bank
Switzerland
$61K +$42.1K +766 +264%
WA
264
WFG Advisors
Texas
$59K -$10.7K -195 -16%
AWM
265
Avior Wealth Management
Nebraska
$58K
BC
266
Bartlett & Co
Ohio
$58K
PFBT
267
Parkside Financial Bank & Trust
Missouri
$54K +$51.4K +935 New
ASN
268
Advisory Services Network
Georgia
$53K +$769 +14 +2%
CFA
269
Carroll Financial Associates
North Carolina
$49K
DAM
270
Delta Asset Management
Tennessee
$47K
SFWA
271
Summit Financial Wealth Advisors
Louisiana
$43K
W
272
Wealthfront
California
$43K +$26.6K +485 +192%
BL
273
Balentine LLC
Georgia
$41K
Bessemer Group
274
Bessemer Group
New Jersey
$39K +$7.86K +143 +28%
Manulife (Manufacturers Life Insurance)
275
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.3K -$9.01M -163,929 -20%

ATO Hedge Fund Activity: Q3 2015 in Review

313 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2015, worth a combined $4.04B — up 16% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ATO positions and 29 closed out — a net gain of 1 holder — while 103 added to existing stakes and 107 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was Systematic Financial Management, cutting an estimated $94.8M.

  • 313 institutional investors held Atmos Energy (ATO) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $4.04B of Atmos Energy stock for Q3 2015, up 16% quarter-over-quarter.
  • 30 funds opened new Atmos Energy positions in Q3 2015 and 29 closed out, a net change of +1 holder.
  • The largest Atmos Energy buyer in Q3 2015 was T. Rowe Price Associates, an estimated $185M added.
  • The largest Atmos Energy seller in Q3 2015 was Systematic Financial Management, an estimated $94.8M sold.

Based on aggregated 13F filings for Q3 2015.