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Atmos Energy
ATO

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: 2 → 5 (+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: 313 → 313 (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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$185M
2
SI
Scout Investments
Missouri
+$41.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.8M
4
PRO
Pensioenfonds Rail & OV
Netherlands
+$26.6M
5
Macquarie Group
Macquarie Group
Australia
+$21.3M

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
-$94.8M
2
LM
Luminus Management
Texas
-$45.3M
3
CBOA
Commonwealth Bank of Australia
Australia
-$40.6M
4
HAI
Hennessy Advisors Inc
California
-$13.8M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
326
Princeton Alpha Management
New Jersey
– -$1.01M -19,785 Closed
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
– -$785K -15,313 Closed
FA
328
FDx Advisors
Illinois
– -$357K -6,961 Closed
VKH
329
Virtu KCG Holdings
New York
– -$356K -6,952 Closed
PP
330
Paloma Partners
Connecticut
– -$298K -5,816 Closed
EGM
331
Engineers Gate Manager
New York
– -$267K -5,198 Closed
FMWA
332
Forvis Mazars Wealth Advisors
Missouri
– -$257K -5,009 Closed
CCM
333
CrestPoint Capital Management
Missouri
– -$210K -4,100 Closed
PP
334
PDT Partners
New York
– -$210K -4,096 Closed
AWS
335
Aris Wealth Services
Pennsylvania
– -$27K -530 Closed
SEC
336
Seven Eight Capital
New York
– -$21K -400 Closed
FANJ
337
Financial Architects (New Jersey)
New Jersey
– -$17K -340 Closed
Acadian Asset Management
338
Acadian Asset Management
Massachusetts
– -$10K -205 Closed
EWM
339
Evercore Wealth Management
New York
– -$10K -200 Closed
AGM
340
Alpine Global Management
New York
– -$5K -100 Closed
BCM
341
Brookstone Capital Management
Illinois
– -$1K -10 Closed
10 11 12 13
14

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.