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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
SBL
376
Sargent Bickham Lagudis
Colorado
$48K +$176 +2 +0.4%
Simplex Trading
377
Simplex Trading
Illinois
$47K +$32.8K +373 +210%
SWM
378
SeaCrest Wealth Management
New York
$47K +$47.8K +544 New
ST
379
Smithfield Trust
Pennsylvania
$46K – – –
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$43K -$123K -1,400 -74%
EFSCE
381
Enterprise Financial Services Corp (EFSC)
Missouri
$43K – – –
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$42.9K -$8.79K -100 -17%
BFEC
383
Benjamin F. Edwards & Company
Missouri
$42K +$16.4K +186 +62%
SPIA
384
Steward Partners Investment Advisory
New York
$40K +$41.2K +468 New
AssetMark Inc
385
AssetMark Inc
California
$39K +$2.46K +28 +7%
SWP
386
Stratos Wealth Partners
Ohio
$39K +$40.1K +456 New
PA
387
Parallel Advisors
California
$37K – – –
KTC
388
Kistler-Tiffany Companies
Pennsylvania
$36K – – –
VIA
389
Vantage Investment Advisors
Pennsylvania
$31K – – –
AIS
390
AlphaOne Investment Services
Pennsylvania
$31K +$31.4K +357 New
CCM
391
Covington Capital Management
California
$30K – – –
VCM
392
Versant Capital Management
Arizona
$30K – – –
WAP
393
Wealthcare Advisory Partners
Pennsylvania
$30K +$30.8K +350 New
AIM
394
Advantage Investment Management
Iowa
$27K +$1.58K +18 +6%
CAPTRUST Financial Advisors
395
CAPTRUST Financial Advisors
North Carolina
$22K +$22.4K +255 New
OSNBOA
396
Old Second National Bank of Aurora
Illinois
$21K – – –
APA
397
American Portfolios Advisors
New York
$20.4K +$20.9K +238 New
QCG
398
Quadrant Capital Group
Ohio
$20K +$704 +8 +3%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$19K -$2.81K -32 -12%
FMII
400
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
14 15
16
17 18

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.