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Atmos Energy
ATO

425 hedge funds and large institutions have $6.95B invested in Atmos Energy in 2017 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 143 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

604% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $378K

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

9% more capital invested

Capital invested by funds: $6.38B → $6.95B (+$569M)

7% more funds holding

Funds holding: 398 → 425 (+27)

1.61% more ownership

Funds ownership: 71.36% → 72.97% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 135

Holders
425
Holders Change
+27
Holders Change %
+6.78%
% of All Funds
9.64%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
67
Increased
143
Reduced
135
Closed
39
Calls
$2.66M
Puts
$378K
Net Calls
+$2.28M
Net Calls Change
+$1.32M

Top Buyers

1
ZP
Zimmer Partners
New York
+$178M
2
Deutsche Bank
Deutsche Bank
Germany
+$58.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$55M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$43M
5
BC
Brookfield Corp
Ontario, Canada
+$39.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$74M
2
NFA
Nationwide Fund Advisors
Ohio
-$24.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$20M
4
FQ
First Quadrant
California
-$17.4M
5
N
Nuveen
North Carolina
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$49.5M -$7.2M -81,840 -12%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$49.3M +$31.8M +362,109 +171%
Legal & General Group
28
Legal & General Group
United Kingdom
$48.4M +$4.17M +47,374 +9%
CS
29
Credit Suisse
Switzerland
$45.2M +$1.61M +18,345 +4%
Invesco
30
Invesco
Georgia
$45M +$4.7M +53,439 +11%
Bank of America
31
Bank of America
North Carolina
$43.5M -$1.37M -15,543 -3%
PGH
32
Partners Group Holding
Switzerland
$42.6M -$1.51M -17,150 -3%
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$42M +$43M +488,810 New
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39M -$208K -2,361 -0.5%
BC
35
Brookfield Corp
Ontario, Canada
$38.9M +$39.9M +453,100 New
Norges Bank
36
Norges Bank
Norway
$38.9M -$3.77M -42,868 -9%
PRO
37
Pensioenfonds Rail & OV
Netherlands
$37.2M -$808K -9,182 -2%
Millennium Management
38
Millennium Management
New York
$35.6M +$17.4M +197,599 +91%
LM
39
Luminus Management
Texas
$35M +$35.8M +407,081 New
Swiss National Bank
40
Swiss National Bank
Switzerland
$33.6M +$264K +3,000 +0.8%
JP Morgan Chase
41
JP Morgan Chase
New York
$33.5M +$11.8M +134,480 +53%
UBS AM
42
UBS AM
Illinois
$33.2M +$2.21M +25,100 +7%
First Trust Advisors
43
First Trust Advisors
Illinois
$33M -$7.03M -79,939 -17%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$33M +$69.7K +792 +0.2%
WHRC
45
W.H. Reaves & Co
New Jersey
$32.6M -$1.45M -16,530 -4%
Charles Schwab
46
Charles Schwab
California
$31.9M +$1.94M +22,016 +6%
Wells Fargo
47
Wells Fargo
California
$31.2M -$2.03M -23,067 -6%
MBA
48
Maple-Brown Abbott
Australia
$31M +$8.27M +94,067 +35%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$30.4M -$929K -10,557 -3%
PAMU
50
Pictet Asset Management (UK)
United Kingdom
$27.8M -$9.85M -112,043 -26%
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ATO Hedge Fund Activity: Q4 2017 in Review

425 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2017, worth a combined $6.95B — up 8.9% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ATO positions and 39 closed out — a net gain of 28 holders — while 143 added to existing stakes and 135 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $178M. The largest seller was Victory Capital Management, cutting an estimated $74M.

  • 425 institutional investors held Atmos Energy (ATO) as of Q4 2017, up from 398 in Q3 2017.
  • Funds reported $6.95B of Atmos Energy stock for Q4 2017, up 8.9% quarter-over-quarter.
  • 67 funds opened new Atmos Energy positions in Q4 2017 and 39 closed out, a net change of +28 holders.
  • The largest Atmos Energy buyer in Q4 2017 was Zimmer Partners, an estimated $178M added.
  • The largest Atmos Energy seller in Q4 2017 was Victory Capital Management, an estimated $74M sold.

Based on aggregated 13F filings for Q4 2017.