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Atmos Energy

377 hedge funds and large institutions have $5.48B invested in Atmos Energy in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $3.72M | Put options by funds: $767K

1% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 133

1.33% less ownership

Funds ownership: 72.59%71.27% (-1.3%)

5% less funds holding

Funds holding: 395377 (-18)

9% less capital invested

Capital invested by funds: $6.02B → $5.48B (-$546M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

42% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 36

Holders
377
Holders Change
-18
Holders Change %
-4.56%
% of All Funds
10.06%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
21
Increased
132
Reduced
133
Closed
36
Calls
$3.72M
Puts
$767K
Net Calls
+$2.95M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
MLL
251
Moody Lynn & Lieberson
Massachusetts
$513K -$20.8K -270 -4%
SMDAM
252
Sumitomo Mitsui DS Asset Management
Japan
$511K
IA
253
IFP Advisors
Florida
$506K +$5.92K +77 +1%
BST
254
Bath Savings Trust
Maine
$503K -$19.6K -255 -4%
WBC
255
Westpac Banking Corp
Australia
$488K
MCM
256
Murphy Capital Management
New Jersey
$481K -$26.9K -350 -5%
CBOA
257
Commonwealth Bank of Australia
Australia
$481K +$15.4K +200 +3%
Nomura Holdings
258
Nomura Holdings
Japan
$479K +$496K +6,445 New
FA
259
FDx Advisors
Illinois
$455K +$14.6K +190 +3%
HFS
260
HL Financial Services
Kentucky
$436K -$39.5K -513 -8%
BRWA
261
B. Riley Wealth Advisors
Florida
$415K -$9.54K -124 -2%
CPIG
262
Chicago Partners Investment Group
Illinois
$410K
Skandinaviska Enskilda Banken (SEB)
263
Skandinaviska Enskilda Banken (SEB)
Sweden
$410K
LIA
264
LBMC Investment Advisors
Tennessee
$392K +$2.23K +29 +0.6%
OI
265
Oakbrook Investments
Illinois
$391K -$23.1K -300 -5%
PG
266
Patten Group
Tennessee
$391K
GL
267
GLG LLC
New York
$387K +$400K +5,200 New
GLA
268
Great Lakes Advisors
Illinois
$377K -$32.5K -423 -8%
RWA
269
RGT Wealth Advisors
Texas
$372K +$385K +5,000 New
ACM
270
Aviance Capital Management
Florida
$356K +$53.7K +698 +17%
ST
271
Smithfield Trust
Pennsylvania
$354K -$83.1K -1,080 -19%
MA
272
MUFG Americas
New York
$346K +$358K +4,650 New
QI
273
QS Investors
New York
$337K +$77 +1 +0%
GT
274
Greenleaf Trust
Michigan
$335K
RCM
275
Riverhead Capital Management
Delaware
$335K +$123K +1,596 +55%

ATO Hedge Fund Activity: Q3 2016 in Review

377 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2016, worth a combined $5.48B — down 9.1% from $6.02B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ATO and 21 opened new positions — a net loss of 15 holders — while 133 trimmed existing stakes and 132 added.

The largest buyer was Goldman Sachs, adding an estimated $38.1M. The largest seller was Scout Investments, cutting an estimated $19.3M.

  • 377 institutional investors held Atmos Energy (ATO) as of Q3 2016, down from 395 in Q2 2016.
  • Funds reported $5.48B of Atmos Energy stock for Q3 2016, down 9.1% quarter-over-quarter.
  • 21 funds opened new Atmos Energy positions in Q3 2016 and 36 closed out, a net change of -15 holders.
  • The largest Atmos Energy buyer in Q3 2016 was Goldman Sachs, an estimated $38.1M added.
  • The largest Atmos Energy seller in Q3 2016 was Scout Investments, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2016.