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Atmos Energy

301 hedge funds and large institutions have $3.73B invested in Atmos Energy in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $352K

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more capital invested

Capital invested by funds: $3.14B → $3.73B (+$592M)

1.78% more ownership

Funds ownership: 68.15%69.93% (+1.8%)

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

0% more funds holding

Funds holding: 300301 (+1)

16% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 112

Holders
301
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
8.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
35
Increased
94
Reduced
112
Closed
32
Calls
$1.3M
Puts
$352K
Net Calls
+$952K
Net Calls Change
+$461K
Name Holding Trade Value Shares
Change
Change in
Stake
AIMCA
26
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.7M +$2.76M +54,660 +12%
Federated Hermes
27
Federated Hermes
Pennsylvania
$26.5M -$887K -17,552 -3%
Morgan Stanley
28
Morgan Stanley
New York
$25.7M +$9.67M +191,294 +66%
TCIM
29
TIAA CREF Investment Management
New York
$25.1M +$5.75M +113,834 +32%
First Trust Advisors
30
First Trust Advisors
Illinois
$23.2M +$5.57M +110,266 +34%
VNIM
31
Vaughan Nelson Investment Management
Texas
$20.7M -$30.1M -595,500 -61%
Cohen & Steers
32
Cohen & Steers
New York
$20.6M -$1.26M -25,021 -6%
Wells Fargo
33
Wells Fargo
California
$19.3M -$650K -12,861 -3%
CNB
34
City National Bank
California
$18.3M -$1.42M -28,129 -8%
RFC
35
Russell Frank Company
Washington
$17.9M -$9.51M -188,191 -34%
IA
36
Icon Advisers
Colorado
$16.7M -$622K -12,300 -4%
Legal & General Group
37
Legal & General Group
United Kingdom
$16.2M -$2.41M -47,785 -14%
Chevy Chase Trust
38
Chevy Chase Trust
Maryland
$15.9M -$939K -18,579 -6%
Ohio Public Employees Retirement System (OPERS)
39
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.5M -$371K -7,336 -2%
BIM
40
BlackRock Investment Management
Delaware
$15.2M -$169K -3,342 -1%
SAM
41
Sentinel Asset Management
Vermont
$14.9M -$5.16M -102,190 -27%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$14.9M +$125K +2,470 +0.9%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$14.7M -$2.13M -42,136 -13%
TC
44
Teilinger Capital
Texas
$14.3M +$13.6M +268,600 New
Principal Financial Group
45
Principal Financial Group
Iowa
$14M -$5.08M -100,449 -28%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$14M -$216K -4,280 -2%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$13.8M -$113K -2,233 -0.9%
Axa
48
Axa
France
$13.5M -$2.86M -56,600 -18%
Invesco
49
Invesco
Georgia
$13.4M -$806K -15,953 -6%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$12.9M +$770K +15,230 +7%

ATO Hedge Fund Activity: Q2 2014 in Review

301 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2014, worth a combined $3.73B — up 19% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ATO positions and 32 closed out — a net gain of 3 holders — while 94 added to existing stakes and 112 trimmed.

The largest buyer was Scout Investments, adding an estimated $144M. The largest seller was Luminus Management, cutting an estimated $40M.

  • 301 institutional investors held Atmos Energy (ATO) as of Q2 2014, up from 300 in Q1 2014.
  • Funds reported $3.73B of Atmos Energy stock for Q2 2014, up 19% quarter-over-quarter.
  • 35 funds opened new Atmos Energy positions in Q2 2014 and 32 closed out, a net change of +3 holders.
  • The largest Atmos Energy buyer in Q2 2014 was Scout Investments, an estimated $144M added.
  • The largest Atmos Energy seller in Q2 2014 was Luminus Management, an estimated $40M sold.

Based on aggregated 13F filings for Q2 2014.