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Atmos Energy

313 hedge funds and large institutions have $4.04B invested in Atmos Energy in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

16% more capital invested

Capital invested by funds: $3.49B → $4.04B (+$549M)

1.1% more ownership

Funds ownership: 68.25%69.36% (+1.1%)

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0% more funds holding

Funds holding: 313313 (0)

4% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 107

9% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $1.19M

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
8.74%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.14%
New
30
Increased
103
Reduced
107
Closed
29
Calls
$1.08M
Puts
$1.19M
Net Calls
-$110K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Change in
Stake
DPIM
26
Duff & Phelps Investment Management
Illinois
$32.3M -$277K -5,045 -0.9%
Federated Hermes
27
Federated Hermes
Pennsylvania
$31.1M -$934K -17,010 -3%
Morgan Stanley
28
Morgan Stanley
New York
$26.3M -$12.1M -219,870 -33%
PRO
29
Pensioenfonds Rail & OV
Netherlands
$25.2M +$26.6M +483,900 New
Macquarie Group
30
Macquarie Group
Australia
$24.3M +$21.3M +388,100 +1,316%
WHRC
31
W.H. Reaves & Co
New Jersey
$23M +$2.35M +42,828 +12%
AQR Capital Management
32
AQR Capital Management
Connecticut
$22.3M +$255K +4,636 +1%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$21.4M +$361K +6,567 +2%
CEP
34
Chicago Equity Partners
Illinois
$21.4M -$748K -13,620 -4%
RFC
35
Russell Frank Company
Washington
$21.3M -$379K -6,894 -2%
Allianz Asset Management
36
Allianz Asset Management
Germany
$21.2M +$2.67M +48,565 +15%
TCIM
37
TIAA CREF Investment Management
New York
$20.8M -$3.61M -65,692 -15%
Legal & General Group
38
Legal & General Group
United Kingdom
$20.3M -$127K -2,319 -0.7%
CS
39
Credit Suisse
Switzerland
$20.2M +$8.28M +150,792 +77%
CC
40
Chubb Corp
New Jersey
$20.1M
Ameriprise
41
Ameriprise
Minnesota
$18.9M -$280K -5,105 -2%
Principal Financial Group
42
Principal Financial Group
Iowa
$18.7M +$1.01M +18,409 +6%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$18.1M +$2.62M +47,608 +18%
BIM
44
BlackRock Investment Management
Delaware
$17.1M +$217K +3,948 +1%
Renaissance Technologies
45
Renaissance Technologies
New York
$17M +$6.22M +113,300 +63%
PGH
46
Partners Group Holding
Switzerland
$16.7M +$5.81M +105,800 +58%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$15.8M +$2.38M +43,271 +19%
First Trust Advisors
48
First Trust Advisors
Illinois
$15.7M +$1.91M +34,842 +15%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$15.4M +$478K +8,700 +3%
Massachusetts Financial Services
50
Massachusetts Financial Services
Massachusetts
$15M +$4.33M +78,878 +44%

ATO Hedge Fund Activity: Q3 2015 in Review

313 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2015, worth a combined $4.04B — up 16% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ATO positions and 29 closed out — a net gain of 1 holder — while 103 added to existing stakes and 107 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was Systematic Financial Management, cutting an estimated $94.8M.

  • 313 institutional investors held Atmos Energy (ATO) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $4.04B of Atmos Energy stock for Q3 2015, up 16% quarter-over-quarter.
  • 30 funds opened new Atmos Energy positions in Q3 2015 and 29 closed out, a net change of +1 holder.
  • The largest Atmos Energy buyer in Q3 2015 was T. Rowe Price Associates, an estimated $185M added.
  • The largest Atmos Energy seller in Q3 2015 was Systematic Financial Management, an estimated $94.8M sold.

Based on aggregated 13F filings for Q3 2015.