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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
FANJ
401
Financial Architects (New Jersey)
New Jersey
$18K – – –
CTC
402
Central Trust Company
Missouri
$17K – – –
MCA
403
Mercer Capital Advisers
New Jersey
$17K – – –
TCM
404
Tradewinds Capital Management
Washington
$16K – – –
WCBA
405
Weaver C. Barksdale & Associates
Tennessee
$15K -$967 -11 -6%
WAM
406
Wealthspire Advisors (Maryland)
Maryland
$15K +$4.66K +53 +45%
CCM
407
Cribstone Capital Management
Maine
$12K – – –
GAM
408
Gemmer Asset Management
California
$12K – – –
SWP
409
Strategic Wealth Partners
Ohio
$12K +$11K +125 New
OC
410
Oakworth Capital
Alabama
$10K -$20.9K -238 -69%
HAM
411
Highstreet Asset Management
Ontario, Canada
$9K – – –
TWA
412
TCI Wealth Advisors
Arizona
$9K – – –
EARNEST Partners
413
EARNEST Partners
Georgia
$9K +$9.59K +109 New
CBOA
414
Commonwealth Bank of Australia
Australia
$8K -$8.79K -100 -50%
EWM
415
Evercore Wealth Management
New York
$6K -$16.7K -190 -72%
KF
416
Krilogy Financial
Missouri
$5K – – –
STA
417
Summit Trail Advisors
New York
$5K +$4.75K +54 New
CA
418
Calton & Associates
Florida
$5K +$5.63K +64 New
WEC
419
Winslow Evans & Crocker
Massachusetts
$4.64K – – –
PWM
420
Paulson Wealth Management
Illinois
$4K +$4.57K +52 New
BWM
421
Baystate Wealth Management
Massachusetts
$1K – – –
CMBA
422
C.M. Bidwell & Associates
Hawaii
$1K – – –
FGC
423
Financial Gravity Companies
Texas
$1K +$1.14K +13 New
NFA
424
Nationwide Fund Advisors
Ohio
– -$24.1M -288,052 Closed
N
425
Nuveen
North Carolina
– -$14.5M -165,374 Closed
15 16
17
18 19

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.