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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
1IC
276
1919 Investment Counsel
Maryland
$17K
BRWA
277
B. Riley Wealth Advisors
Florida
$16K +$15.2K +300 New
FHA
278
First Horizon Advisors
Tennessee
$16K
KT
279
Kanaly Trust
Texas
$16K
PCM
280
Prelude Capital Management
New York
$15K -$397K -7,852 -97%
DBT
281
Dubuque Bank & Trust
Iowa
$14K
PTC
282
Private Trust Company
Ohio
$14K +$101 +2 +0.7%
WEC
283
Winslow Evans & Crocker
Massachusetts
$13.3K
OSNBOA
284
Old Second National Bank of Aurora
Illinois
$13K
FIG
285
Fusion Investment Group
Pennsylvania
$11K
CTC
286
Central Trust Company
Missouri
$11K +$10.1K +200 New
FANJ
287
Financial Architects (New Jersey)
New Jersey
$11K +$10.4K +205 New
CFA
288
Carroll Financial Associates
North Carolina
$9K
DSC
289
Duncker Streett & Co
Missouri
$8K +$3.79K +75 +100%
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$7K
GAM
291
Gemmer Asset Management
California
$7K
MA
292
MUFG Americas
New York
$7K
SSB
293
Sandy Spring Bank
Maryland
$5K -$5.05K -100 -50%
HCP
294
Holt Capital Partners
Texas
$5K
PAS
295
Partnervest Advisory Services
California
$5K +$1.52K +30 +43%
Lazard Asset Management
296
Lazard Asset Management
New York
$4K -$85.7K -1,695 -95%
TWA
297
TCI Wealth Advisors
Arizona
$4K
PMAM
298
Picton Mahoney Asset Management
Ontario, Canada
$3.14K +$2.97M +58,800 New
AWCI
299
Alpine Woods Capital Investors
New York
$2.56K -$598K -11,839 -20%
M&T Bank
300
M&T Bank
New York
$2K

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.