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Atmos Energy

313 hedge funds and large institutions have $3.49B invested in Atmos Energy in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 108 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% more funds holding

Funds holding: 313313 (0)

0% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 108

0.62% less ownership

Funds ownership: 68.87%68.25% (-0.62%)

9% less call options, than puts

Call options by funds: $877K | Put options by funds: $968K

8% less capital invested

Capital invested by funds: $3.8B → $3.49B (-$301M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
8.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
28
Increased
108
Reduced
108
Closed
26
Calls
$877K
Puts
$968K
Net Calls
-$91K
Net Calls Change
-$744K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$30.1M +$1.79M +33,462 +6%
DPIM
27
Duff & Phelps Investment Management
Illinois
$28.7M +$30M +559,465 New
Federated Hermes
28
Federated Hermes
Pennsylvania
$28.3M -$1.23M -23,034 -4%
Goldman Sachs
29
Goldman Sachs
New York
$28M +$4.18M +78,014 +17%
PAMU
30
Pictet Asset Management (UK)
United Kingdom
$25.7M +$15.5M +289,216 +165%
TCIM
31
TIAA CREF Investment Management
New York
$21.7M +$5.56M +103,830 +32%
CEP
32
Chicago Equity Partners
Illinois
$19.5M -$2.44M -45,605 -11%
AQR Capital Management
33
AQR Capital Management
Connecticut
$19.4M +$1.02M +18,960 +5%
Prudential Financial
34
Prudential Financial
New Jersey
$19.2M -$4.29M -80,012 -18%
RFC
35
Russell Frank Company
Washington
$19.2M -$4.14M -77,314 -17%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$18.6M +$1.65M +30,775 +9%
WHRC
37
W.H. Reaves & Co
New Jersey
$18.1M +$629K +11,745 +3%
Legal & General Group
38
Legal & General Group
United Kingdom
$18M +$2.57M +47,887 +16%
CC
39
Chubb Corp
New Jersey
$17.7M
Ameriprise
40
Ameriprise
Minnesota
$16.9M -$9.57M -178,571 -35%
Allianz Asset Management
41
Allianz Asset Management
Germany
$16.2M +$3.75M +69,900 +28%
Millennium Management
42
Millennium Management
New York
$15.7M +$16.4M +306,250 New
Principal Financial Group
43
Principal Financial Group
Iowa
$15.6M +$516K +9,639 +3%
Charles Schwab
44
Charles Schwab
California
$15.3M +$871K +16,250 +6%
BIM
45
BlackRock Investment Management
Delaware
$14.9M +$340K +6,338 +2%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$13.5M +$15.5K +290 +0.1%
Axa
47
Axa
France
$13.2M -$15.1M -281,880 -52%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$13.1M -$857K -16,000 -6%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$12.8M
Invesco
50
Invesco
Georgia
$12.7M -$319K -5,945 -2%

ATO Hedge Fund Activity: Q2 2015 in Review

313 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2015, worth a combined $3.49B — down 7.9% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ATO positions and 26 closed out — a net gain of 2 holders — while 108 added to existing stakes and 108 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $62.2M. The largest seller was Deutsche Bank, cutting an estimated $87.3M.

  • 313 institutional investors held Atmos Energy (ATO) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $3.49B of Atmos Energy stock for Q2 2015, down 7.9% quarter-over-quarter.
  • 28 funds opened new Atmos Energy positions in Q2 2015 and 26 closed out, a net change of +2 holders.
  • The largest Atmos Energy buyer in Q2 2015 was T. Rowe Price Associates, an estimated $62.2M added.
  • The largest Atmos Energy seller in Q2 2015 was Deutsche Bank, an estimated $87.3M sold.

Based on aggregated 13F filings for Q2 2015.