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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
Envestnet Asset Management
351
Envestnet Asset Management
Illinois
$138K +$91.4K +1,039 +184%
LS
352
Livforsakringsbolaget Skandia
Sweden
$137K -$35.2K -400 -20%
C
353
Cerebellum
California
$119K +$122K +1,389 New
SO
354
STRS Ohio
Ohio
$114K – – –
IBOK
355
Independence Bank of Kentucky
Kentucky
$112K +$114K +1,299 New
CFA
356
Carroll Financial Associates
North Carolina
$110K +$264 +3 +0.2%
CIA
357
ClearBridge Investments (Australia)
Australia
$107K +$7.39K +84 +7%
TFS
358
TrustCore Financial Services
Tennessee
$105K +$108K +1,227 New
FFC
359
First Financial Corp
Indiana
$103K – – –
PCP
360
Proficio Capital Partners
Massachusetts
$97K -$352 -4 -0.4%
AWM
361
Avior Wealth Management
Nebraska
$86K -$176 -2 -0.2%
GWM
362
Geneos Wealth Management
Colorado
$85K – – –
RFC
363
Regions Financial Corp
Alabama
$81K +$83.4K +948 New
SIA
364
Sit Investment Associates
Minnesota
$71K +$51.5K +585 +244%
M
365
MOTCO
Texas
$70K -$43.1K -490 -38%
DAM
366
Delta Asset Management
Tennessee
$69K – – –
BBHC
367
Brown Brothers Harriman & Co
New York
$63K +$3.08K +35 +5%
FMB
368
Field & Main Bank
Kentucky
$62K +$63.3K +720 New
MFW
369
Mosaic Family Wealth
Missouri
$60K -$7.65K -87 -11%
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
$59K -$8.44K -96 -12%
DCM
371
Delpha Capital Management
New York
$56K +$57.3K +652 New
BC
372
Bartlett & Co
Ohio
$52K -$8.79K -100 -14%
OIA
373
OneDigital Investment Advisors
Kansas
$52K +$52.8K +600 New
HMS
374
Hanseatic Management Services
New Mexico
$51K +$4.84K +55 +10%
BL
375
Balentine LLC
Georgia
$50K +$20.2K +230 +66%
13 14
15
16 17

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.