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Atmos Energy
ATO

425 hedge funds and large institutions have $6.95B invested in Atmos Energy in 2017 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 143 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

604% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $378K

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

9% more capital invested

Capital invested by funds: $6.38B → $6.95B (+$569M)

7% more funds holding

Funds holding: 398 → 425 (+27)

1.61% more ownership

Funds ownership: 71.36% → 72.97% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 135

Holders
425
Holders Change
+27
Holders Change %
+6.78%
% of All Funds
9.64%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
67
Increased
143
Reduced
135
Closed
39
Calls
$2.66M
Puts
$378K
Net Calls
+$2.28M
Net Calls Change
+$1.32M

Top Buyers

1
ZP
Zimmer Partners
New York
+$178M
2
Deutsche Bank
Deutsche Bank
Germany
+$58.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$55M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$43M
5
BC
Brookfield Corp
Ontario, Canada
+$39.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$74M
2
NFA
Nationwide Fund Advisors
Ohio
-$24.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$20M
4
FQ
First Quadrant
California
-$17.4M
5
N
Nuveen
North Carolina
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
301
BLB&B Advisors
Pennsylvania
$341K -$3.08K -35 -0.9%
SB
302
Simmons Bank
Arkansas
$339K -$52.8K -600 -13%
QI
303
QS Investors
New York
$337K -$35.2K -400 -9%
Baird Financial Group
304
Baird Financial Group
Wisconsin
$334K -$8.97K -102 -3%
WF
305
Welch & Forbes
Massachusetts
$333K – – –
ClearBridge Investments
306
ClearBridge Investments
New York
$322K – – –
V
307
Veritable
Delaware
$314K +$66.8K +760 +26%
ADBIC
308
A.D. Beadell Investment Counsel
Wisconsin
$301K – – –
EHC
309
Everett Harris & Co
California
$301K – – –
PCM
310
Prelude Capital Management
New York
$300K -$79.2K -900 -20%
CIBC Asset Management
311
CIBC Asset Management
Ontario, Canada
$297K – – –
NHC
312
Nicholas Hoffman & Company
Georgia
$297K – – –
HNB
313
Huntington National Bank
Ohio
$296K +$172K +1,950 +130%
EOJOAM
314
E. Ohman J:or Asset Management
Sweden
$292K – – –
AT
315
Argent Trust
Texas
$291K -$2.2K -25 -0.7%
HC
316
Hourglass Capital
Texas
$291K – – –
ONB
317
Old National Bancorp
Indiana
$281K – – –
SCM
318
Schnieders Capital Management
California
$279K +$44K +500 +18%
RJT
319
Raymond James Trust
Florida
$275K -$48.4K -550 -15%
LNC
320
Lincoln National Corp
Pennsylvania
$275K +$281K +3,200 New
AOWM
321
Alpha Omega Wealth Management
Virginia
$272K -$4.75K -54 -2%
FIM
322
Frontier Investment Management
Texas
$269K -$12.3K -140 -4%
Daiwa Securities Group
323
Daiwa Securities Group
Japan
$266K -$70.4K -800 -21%
RCAG
324
Rehmann Capital Advisory Group
Michigan
$262K -$10.8K -123 -4%
CT
325
CPF Texas
Texas
$260K +$267K +3,034 New
11 12
13
14 15

ATO Hedge Fund Activity: Q4 2017 in Review

425 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2017, worth a combined $6.95B — up 8.9% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ATO positions and 39 closed out — a net gain of 28 holders — while 143 added to existing stakes and 135 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $178M. The largest seller was Victory Capital Management, cutting an estimated $74M.

  • 425 institutional investors held Atmos Energy (ATO) as of Q4 2017, up from 398 in Q3 2017.
  • Funds reported $6.95B of Atmos Energy stock for Q4 2017, up 8.9% quarter-over-quarter.
  • 67 funds opened new Atmos Energy positions in Q4 2017 and 39 closed out, a net change of +28 holders.
  • The largest Atmos Energy buyer in Q4 2017 was Zimmer Partners, an estimated $178M added.
  • The largest Atmos Energy seller in Q4 2017 was Victory Capital Management, an estimated $74M sold.

Based on aggregated 13F filings for Q4 2017.