Atmos Energy
381 hedge funds and large institutions have $5.27B invested in Atmos Energy in 2016 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 145 increasing their positions, 114 reducing their positions, and 28 closing their positions.
250% more call options, than puts
Call options by funds: $3.22M | Put options by funds: $921K
150% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 28
27% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 114
19% more capital invested
Capital invested by funds: $4.43B → $5.27B (+$843M)
12% more funds holding
Funds holding: 340 → 381 (+41)
1.12% more ownership
Funds ownership: 69.89% → 71.01% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$49.9M |
| 2 |
Axa
Paris,
France
|
+$28.5M |
| 3 |
Jennison Associates
New York
|
+$25.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$24.1M |
| 5 |
Millennium Management
New York
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$80.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$45.1M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$35.3M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
-$33.2M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$31.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
401
Freedom Investment Management
Hartford,
Connecticut
| – | -$230K | -3,653 | Closed |
|
|
MF
402
Magnetar Financial
Evanston,
Illinois
| – | -$214K | -3,402 | Closed |
|
|
VEA
403
Virtus ETF Advisers
New York
| – | -$167K | -2,651 | Closed |
|
|
VFA
404
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$19K | -302 | Closed |
|
|
AFP
405
Ausdal Financial Partners
Davenport,
Iowa
| – | -$11K | -177 | Closed |
|
|
ACS
406
Archford Capital Strategies
Swansea,
Illinois
| – | -$8K | -126 | Closed |
|
|
ACM
407
Argentus Capital Management
Dallas,
Texas
| – | -$7.48K | -109 | Closed |
|
|
AF
408
Allworth Financial
Folsom,
California
| – | -$6K | -100 | Closed |
|
|
DPA
409
Delphi Private Advisors
San Diego,
California
| – | -$5K | -75 | Closed |
|
410
Acadian Asset Management
Boston,
Massachusetts
| – | -$1K | -20 | Closed |
|
ATO Hedge Fund Activity: Q1 2016 in Review
381 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2016, worth a combined $5.27B — up 19% from $4.43B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new ATO positions and 28 closed out — a net gain of 42 holders — while 145 added to existing stakes and 114 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $49.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $80.3M.
- 381 institutional investors held Atmos Energy (ATO) as of Q1 2016, up from 340 in Q4 2015.
- Funds reported $5.27B of Atmos Energy stock for Q1 2016, up 19% quarter-over-quarter.
- 70 funds opened new Atmos Energy positions in Q1 2016 and 28 closed out, a net change of +42 holders.
- The largest Atmos Energy buyer in Q1 2016 was Goldman Sachs, an estimated $49.9M added.
- The largest Atmos Energy seller in Q1 2016 was T. Rowe Price Associates, an estimated $80.3M sold.
Based on aggregated 13F filings for Q1 2016.