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Atmos Energy
ATO

300 hedge funds and large institutions have $3.14B invested in Atmos Energy in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

137% more call options, than puts

Call options by funds: $849K | Put options by funds: $358K

56% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 78

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

18% more capital invested

Capital invested by funds: $2.67B → $3.14B (+$477M)

8% more funds holding

Funds holding: 278 → 300 (+22)

2.55% more ownership

Funds ownership: 65.6% → 68.15% (+2.5%)

Holders
300
Holders Change
+22
Holders Change %
+7.91%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
40
Increased
122
Reduced
78
Closed
16
Calls
$849K
Puts
$358K
Net Calls
+$491K
Net Calls Change
+$704K

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$70.7M
2
SI
Scout Investments
Missouri
+$67.6M
3
LM
Luminus Management
Texas
+$46.1M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$19.3M
5
N
Nuveen
North Carolina
+$19M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$37.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$37M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$21.3M
4
LCP
Lombardia Capital Partners
California
-$14.6M
5
NFA
Nationwide Fund Advisors
Ohio
-$6.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$23.7M +$3.11M +67,576 +16%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$22.9M -$37M -803,584 -62%
EIP
28
Energy Income Partners
Connecticut
$22.6M +$1.1M +23,863 +5%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$22.5M +$7.01M +152,112 +47%
AIMCA
30
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21M +$3.16M +68,700 +18%
Prudential Financial
31
Prudential Financial
New Jersey
$20.4M +$829K +18,000 +4%
Cohen & Steers
32
Cohen & Steers
New York
$19.3M +$17.7M +384,214 +1,472%
SAM
33
Sentinel Asset Management
Vermont
$18M +$26.7K +580 +0.2%
Wells Fargo
34
Wells Fargo
California
$17.6M +$6.97M +151,383 +68%
CNB
35
City National Bank
California
$17.5M -$771K -16,745 -4%
AL
36
AJO LP
Pennsylvania
$17.4M -$2.22M -48,130 -12%
Principal Financial Group
37
Principal Financial Group
Iowa
$17.1M -$37.8M -821,059 -69%
TCIM
38
TIAA CREF Investment Management
New York
$16.8M -$3.52M -76,414 -18%
Legal & General Group
39
Legal & General Group
United Kingdom
$16.5M +$1.99M +43,251 +14%
LCP
40
Lombardia Capital Partners
California
$15.7M -$14.6M -316,668 -49%
IA
41
Icon Advisers
Colorado
$15.3M +$1.5M +32,500 +11%
First Trust Advisors
42
First Trust Advisors
Illinois
$15.2M +$2.78M +60,364 +23%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$15M -$633K -13,744 -4%
Chevy Chase Trust
44
Chevy Chase Trust
Maryland
$14.9M +$519K +11,272 +4%
Axa
45
Axa
France
$14.6M +$1.89M +41,125 +15%
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.1M +$4.9M +106,355 +55%
American Century Companies
47
American Century Companies
Missouri
$13.9M +$13.6M +294,521 New
Morgan Stanley
48
Morgan Stanley
New York
$13.7M +$2.73M +59,324 +26%
BIM
49
BlackRock Investment Management
Delaware
$13.5M +$1.06M +23,030 +9%
CS
50
Credit Suisse
Switzerland
$13.4M +$5.85M +127,126 +80%
1
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3 4 5

ATO Hedge Fund Activity: Q1 2014 in Review

300 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2014, worth a combined $3.14B — up 18% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ATO positions and 16 closed out — a net gain of 24 holders — while 122 added to existing stakes and 78 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $70.7M. The largest seller was Principal Financial Group, cutting an estimated $37.8M.

  • 300 institutional investors held Atmos Energy (ATO) as of Q1 2014, up from 278 in Q4 2013.
  • Funds reported $3.14B of Atmos Energy stock for Q1 2014, up 18% quarter-over-quarter.
  • 40 funds opened new Atmos Energy positions in Q1 2014 and 16 closed out, a net change of +24 holders.
  • The largest Atmos Energy buyer in Q1 2014 was Systematic Financial Management, an estimated $70.7M added.
  • The largest Atmos Energy seller in Q1 2014 was Principal Financial Group, an estimated $37.8M sold.

Based on aggregated 13F filings for Q1 2014.