Atmos Energy
313 hedge funds and large institutions have $3.8B invested in Atmos Energy in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 120 increasing their positions, 102 reducing their positions, and 30 closing their positions.
99% more call options, than puts
Call options by funds: $1.31M | Put options by funds: $658K
23% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 30
18% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 102
1.04% more ownership
Funds ownership: 67.84% → 68.87% (+1%)
1% more funds holding
Funds holding: 310 → 313 (+3)
1% more capital invested
Capital invested by funds: $3.77B → $3.8B (+$29.3M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$67.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$60.7M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$57.2M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$33M |
| 5 |
Cohen & Steers
New York
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$73M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$54.5M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
-$40.4M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$33.4M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$27.5M |
ATO Hedge Fund Activity: Q1 2015 in Review
313 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2015, worth a combined $3.8B — up 0.78% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ATO positions and 30 closed out — a net gain of 7 holders — while 120 added to existing stakes and 102 trimmed.
The largest buyer was Nordea Investment Management, opening a new position worth an estimated $67.2M. The largest seller was AllianceBernstein, cutting an estimated $73M.
- 313 institutional investors held Atmos Energy (ATO) as of Q1 2015, up from 310 in Q4 2014.
- Funds reported $3.8B of Atmos Energy stock for Q1 2015, up 0.78% quarter-over-quarter.
- 37 funds opened new Atmos Energy positions in Q1 2015 and 30 closed out, a net change of +7 holders.
- The largest Atmos Energy buyer in Q1 2015 was Nordea Investment Management, an estimated $67.2M added.
- The largest Atmos Energy seller in Q1 2015 was AllianceBernstein, an estimated $73M sold.
Based on aggregated 13F filings for Q1 2015.