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Atmos Energy

398 hedge funds and large institutions have $5.58B invested in Atmos Energy in 2016 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 127 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $816K

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

6% more funds holding

Funds holding: 377398 (+21)

2% more capital invested

Capital invested by funds: $5.48B → $5.58B (+$99.1M)

0.35% more ownership

Funds ownership: 71.27%71.62% (+0.35%)

5% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 133

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
398
Holders Change
+21
Holders Change %
+5.57%
% of All Funds
9.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
61
Increased
127
Reduced
133
Closed
34
Calls
$2.39M
Puts
$816K
Net Calls
+$1.57M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$54K +$52.4K +725 New
PA
352
Parallel Advisors
California
$53K +$51.3K +710 New
MFW
353
Mosaic Family Wealth
Missouri
$52K
Bessemer Group
354
Bessemer Group
New Jersey
$50K
WA
355
WFG Advisors
Texas
$48K -$23.7K -328 -34%
NIPH
356
NN Investment Partners Holdings
Netherlands
$44K -$21.7K -300 -33%
PCM
357
Prelude Capital Management
New York
$37K -$7.22K -100 -17%
EFSCE
358
Enterprise Financial Services Corp (EFSC)
Missouri
$37K
WAM
359
Wealthspire Advisors (Maryland)
Maryland
$32K
CFS
360
Commonwealth Financial Services
West Virginia
$31K
IIC
361
Integrated Investment Consultants
Michigan
$31K
KTC
362
Kistler-Tiffany Companies
Pennsylvania
$31K
VCM
363
Vigilant Capital Management
Maine
$30K
TCM
364
Tradewinds Capital Management
Washington
$27K
DADC
365
D.A. Davidson & Co
Montana
$27K +$27.1K +375 New
BL
366
Balentine LLC
Georgia
$26K
VIA
367
Vantage Investment Advisors
Pennsylvania
$26K
PCP
368
Proficio Capital Partners
Massachusetts
$26K +$144 +2 +0.6%
AssetMark Inc
369
AssetMark Inc
California
$25K -$9.03K -125 -27%
VCM
370
Versant Capital Management
Arizona
$25K +$289 +4 +1%
OC
371
Oakworth Capital
Alabama
$24K
HMS
372
Hanseatic Management Services
New Mexico
$23K -$3.8M -52,645 -99%
KT
373
Kanaly Trust
Texas
$22K
OSNBOA
374
Old Second National Bank of Aurora
Illinois
$19K
WCBA
375
Weaver C. Barksdale & Associates
Tennessee
$19K +$3.18K +44 +20%

ATO Hedge Fund Activity: Q4 2016 in Review

398 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2016, worth a combined $5.58B — up 1.8% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ATO positions and 34 closed out — a net gain of 27 holders — while 127 added to existing stakes and 133 trimmed.

The largest buyer was Bank of America, adding an estimated $89.7M. The largest seller was Hennessy Advisors Inc, cutting an estimated $41.5M.

  • 398 institutional investors held Atmos Energy (ATO) as of Q4 2016, up from 377 in Q3 2016.
  • Funds reported $5.58B of Atmos Energy stock for Q4 2016, up 1.8% quarter-over-quarter.
  • 61 funds opened new Atmos Energy positions in Q4 2016 and 34 closed out, a net change of +27 holders.
  • The largest Atmos Energy buyer in Q4 2016 was Bank of America, an estimated $89.7M added.
  • The largest Atmos Energy seller in Q4 2016 was Hennessy Advisors Inc, an estimated $41.5M sold.

Based on aggregated 13F filings for Q4 2016.