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Atmos Energy

313 hedge funds and large institutions have $3.8B invested in Atmos Energy in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 120 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $658K

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

18% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 102

1.04% more ownership

Funds ownership: 67.84%68.87% (+1%)

1% more funds holding

Funds holding: 310313 (+3)

1% more capital invested

Capital invested by funds: $3.77B → $3.8B (+$29.3M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
313
Holders Change
+3
Holders Change %
+0.97%
% of All Funds
8.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
37
Increased
120
Reduced
102
Closed
30
Calls
$1.31M
Puts
$658K
Net Calls
+$653K
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$30.7M +$1.63M +29,560 +6%
Axa
27
Axa
France
$29.8M +$12.4M +225,260 +72%
Ameriprise
28
Ameriprise
Minnesota
$28.1M -$848K -15,412 -3%
Goldman Sachs
29
Goldman Sachs
New York
$25.9M +$16.7M +302,672 +183%
Prudential Financial
30
Prudential Financial
New Jersey
$25.2M +$13.5M +244,552 +116%
RFC
31
Russell Frank Company
Washington
$24.9M +$2.48M +45,158 +11%
CEP
32
Chicago Equity Partners
Illinois
$23.6M +$9.61M +174,730 +69%
Morgan Stanley
33
Morgan Stanley
New York
$21.4M +$1.38M +25,144 +7%
AQR Capital Management
34
AQR Capital Management
Connecticut
$19.9M +$4.23M +76,950 +27%
CC
35
Chubb Corp
New Jersey
$19.1M -$15.1M -275,000 -44%
WHRC
36
W.H. Reaves & Co
New Jersey
$18.9M +$1.44M +26,230 +8%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$18.3M +$879K +15,976 +5%
TCIM
38
TIAA CREF Investment Management
New York
$17.7M -$2.59M -47,080 -13%
Legal & General Group
39
Legal & General Group
United Kingdom
$16.8M +$1.15M +20,818 +7%
Principal Financial Group
40
Principal Financial Group
Iowa
$16.3M +$447K +8,121 +3%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$15.9M
BIM
42
BlackRock Investment Management
Delaware
$15.7M +$40.4K +735 +0.3%
Charles Schwab
43
Charles Schwab
California
$15.7M +$1.94M +35,331 +14%
Two Sigma Investments
44
Two Sigma Investments
New York
$15.2M +$12.5M +226,936 +469%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$14.8M +$13.3M +241,030 +911%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$14.5M +$83.6K +1,519 +0.6%
AIMCA
47
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.4M -$1.92M -34,900 -12%
Wells Fargo
48
Wells Fargo
California
$14.1M +$1.49M +27,119 +12%
Invesco
49
Invesco
Georgia
$14.1M -$681K -12,371 -5%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$13.8M -$788K -14,317 -5%

ATO Hedge Fund Activity: Q1 2015 in Review

313 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2015, worth a combined $3.8B — up 0.78% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ATO positions and 30 closed out — a net gain of 7 holders — while 120 added to existing stakes and 102 trimmed.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $67.2M. The largest seller was AllianceBernstein, cutting an estimated $73M.

  • 313 institutional investors held Atmos Energy (ATO) as of Q1 2015, up from 310 in Q4 2014.
  • Funds reported $3.8B of Atmos Energy stock for Q1 2015, up 0.78% quarter-over-quarter.
  • 37 funds opened new Atmos Energy positions in Q1 2015 and 30 closed out, a net change of +7 holders.
  • The largest Atmos Energy buyer in Q1 2015 was Nordea Investment Management, an estimated $67.2M added.
  • The largest Atmos Energy seller in Q1 2015 was AllianceBernstein, an estimated $73M sold.

Based on aggregated 13F filings for Q1 2015.