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Atmos Energy

398 hedge funds and large institutions have $5.58B invested in Atmos Energy in 2016 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 127 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $816K

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

6% more funds holding

Funds holding: 377398 (+21)

2% more capital invested

Capital invested by funds: $5.48B → $5.58B (+$99.1M)

0.35% more ownership

Funds ownership: 71.27%71.62% (+0.35%)

5% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 133

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
398
Holders Change
+21
Holders Change %
+5.57%
% of All Funds
9.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
61
Increased
127
Reduced
133
Closed
34
Calls
$2.39M
Puts
$816K
Net Calls
+$1.57M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
LM
26
Luminus Management
Texas
$41.9M +$340K +4,714 +0.8%
APG Asset Management
27
APG Asset Management
Netherlands
$41.6M -$3.14M -43,500 -7%
DPIM
28
Duff & Phelps Investment Management
Illinois
$41.4M -$1.19M -16,480 -3%
JHIU
29
Janus Henderson Investors US
Colorado
$40.4M -$9.83M -136,050 -20%
SAM
30
Silvercrest Asset Management
New York
$38.9M -$192K -2,665 -0.5%
Prudential Financial
31
Prudential Financial
New Jersey
$38.7M +$26M +360,020 +223%
CS
32
Credit Suisse
Switzerland
$36.1M +$864K +11,959 +3%
BG
33
BlackRock Group
United Kingdom
$34.7M +$1.23M +17,070 +4%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$34.7M +$33.5M +464,230 New
Neuberger Berman Group
35
Neuberger Berman Group
New York
$34.3M -$5.35M -74,086 -14%
First Trust Advisors
36
First Trust Advisors
Illinois
$33.7M +$11M +152,096 +50%
Invesco
37
Invesco
Georgia
$33.1M -$3.11M -43,098 -9%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.8M -$9.45M -130,805 -23%
PGH
39
Partners Group Holding
Switzerland
$32.8M +$3.03M +42,000 +10%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$32.7M -$215K -2,980 -0.7%
Legal & General Group
41
Legal & General Group
United Kingdom
$30.4M +$334K +4,627 +1%
PRO
42
Pensioenfonds Rail & OV
Netherlands
$30.3M -$495K -6,856 -2%
BIM
43
BlackRock Investment Management
Delaware
$27.7M +$4.1M +56,720 +18%
N
44
Nuveen
North Carolina
$27.5M -$8.01M -110,888 -23%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$26.6M -$921K -12,755 -3%
PAMU
46
Pictet Asset Management (UK)
United Kingdom
$26.3M +$5.64M +78,133 +28%
Wells Fargo
47
Wells Fargo
California
$26.2M +$8.92M +123,454 +54%
Ameriprise
48
Ameriprise
Minnesota
$26M +$692K +9,584 +3%
BlackRock
49
BlackRock
New York
$24.7M +$2.95M +40,878 +14%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$24.7M +$1.08M +14,915 +5%

ATO Hedge Fund Activity: Q4 2016 in Review

398 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2016, worth a combined $5.58B — up 1.8% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ATO positions and 34 closed out — a net gain of 27 holders — while 127 added to existing stakes and 133 trimmed.

The largest buyer was Bank of America, adding an estimated $89.7M. The largest seller was Hennessy Advisors Inc, cutting an estimated $41.5M.

  • 398 institutional investors held Atmos Energy (ATO) as of Q4 2016, up from 377 in Q3 2016.
  • Funds reported $5.58B of Atmos Energy stock for Q4 2016, up 1.8% quarter-over-quarter.
  • 61 funds opened new Atmos Energy positions in Q4 2016 and 34 closed out, a net change of +27 holders.
  • The largest Atmos Energy buyer in Q4 2016 was Bank of America, an estimated $89.7M added.
  • The largest Atmos Energy seller in Q4 2016 was Hennessy Advisors Inc, an estimated $41.5M sold.

Based on aggregated 13F filings for Q4 2016.