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Atmos Energy
ATO

310 hedge funds and large institutions have $3.77B invested in Atmos Energy in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $669K

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

15% more capital invested

Capital invested by funds: $3.27B → $3.77B (+$495M)

1% more funds holding

Funds holding: 306 → 310 (+4)

1.37% less ownership

Funds ownership: 69.2% → 67.84% (-1.4%)

18% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 113

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
310
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
39
Increased
93
Reduced
113
Closed
32
Calls
$3.31M
Puts
$669K
Net Calls
+$2.64M
Net Calls Change
+$2.29M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$73.8M
2
American Century Companies
American Century Companies
Missouri
+$32.5M
3
LM
Luminus Management
Texas
+$19.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$19.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$18.2M

Top Sellers

1
SI
Scout Investments
Missouri
-$64M
2
SFM
Systematic Financial Management
New Jersey
-$62.9M
3
State Street
State Street
Massachusetts
-$33.2M
4
IA
Icon Advisers
Colorado
-$18.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$29.3M +$807K +15,318 +3%
Ameriprise
27
Ameriprise
Minnesota
$29.2M -$4.09M -77,616 -13%
Cohen & Steers
28
Cohen & Steers
New York
$29M +$7.39M +140,342 +37%
Renaissance Technologies
29
Renaissance Technologies
New York
$29M +$18.2M +345,400 +198%
First Trust Advisors
30
First Trust Advisors
Illinois
$24.1M +$10.2M +193,643 +81%
RFC
31
Russell Frank Company
Washington
$20.8M +$3.2M +60,838 +18%
TCIM
32
TIAA CREF Investment Management
New York
$20.5M -$6.45M -122,571 -25%
Morgan Stanley
33
Morgan Stanley
New York
$20.2M -$7.04M -133,676 -27%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$17.6M +$3.71M +70,395 +29%
WHRC
35
W.H. Reaves & Co
New Jersey
$17.6M +$9.43M +179,060 +132%
Axa
36
Axa
France
$17.5M +$921K +17,500 +6%
AIMCA
37
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.5M -$8.19M -155,620 -35%
Principal Financial Group
38
Principal Financial Group
Iowa
$15.9M +$573K +10,875 +4%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$15.9M +$648K +12,300 +5%
BIM
40
BlackRock Investment Management
Delaware
$15.8M -$120K -2,286 -0.8%
CNB
41
City National Bank
California
$15.8M -$689K -13,082 -4%
Legal & General Group
42
Legal & General Group
United Kingdom
$15.8M -$1.53M -29,047 -9%
AQR Capital Management
43
AQR Capital Management
Connecticut
$15.7M +$1.97M +37,403 +15%
Chevy Chase Trust
44
Chevy Chase Trust
Maryland
$15.2M -$1.51M -28,689 -10%
Invesco
45
Invesco
Georgia
$14.9M +$401K +7,615 +3%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$14.7M -$72.1K -1,370 -0.5%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$14.6M – – –
CEP
48
Chicago Equity Partners
Illinois
$14M +$1.49M +28,260 +13%
Charles Schwab
49
Charles Schwab
California
$13.8M +$770K +14,622 +6%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$13.8M -$1.68M -31,898 -11%
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ATO Hedge Fund Activity: Q4 2014 in Review

310 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2014, worth a combined $3.77B — up 15% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ATO positions and 32 closed out — a net gain of 7 holders — while 93 added to existing stakes and 113 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $73.8M. The largest seller was Scout Investments, cutting an estimated $64M.

  • 310 institutional investors held Atmos Energy (ATO) as of Q4 2014, up from 306 in Q3 2014.
  • Funds reported $3.77B of Atmos Energy stock for Q4 2014, up 15% quarter-over-quarter.
  • 39 funds opened new Atmos Energy positions in Q4 2014 and 32 closed out, a net change of +7 holders.
  • The largest Atmos Energy buyer in Q4 2014 was Deutsche Bank, an estimated $73.8M added.
  • The largest Atmos Energy seller in Q4 2014 was Scout Investments, an estimated $64M sold.

Based on aggregated 13F filings for Q4 2014.