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Atmos Energy
ATO

300 hedge funds and large institutions have $3.14B invested in Atmos Energy in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

137% more call options, than puts

Call options by funds: $849K | Put options by funds: $358K

56% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 78

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

18% more capital invested

Capital invested by funds: $2.67B → $3.14B (+$477M)

8% more funds holding

Funds holding: 278 → 300 (+22)

2.55% more ownership

Funds ownership: 65.6% → 68.15% (+2.5%)

Holders
300
Holders Change
+22
Holders Change %
+7.91%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
40
Increased
122
Reduced
78
Closed
16
Calls
$849K
Puts
$358K
Net Calls
+$491K
Net Calls Change
+$704K

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$70.7M
2
SI
Scout Investments
Missouri
+$67.6M
3
LM
Luminus Management
Texas
+$46.1M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$19.3M
5
N
Nuveen
North Carolina
+$19M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$37.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$37M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$21.3M
4
LCP
Lombardia Capital Partners
California
-$14.6M
5
NFA
Nationwide Fund Advisors
Ohio
-$6.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Massachusetts Financial Services
51
Massachusetts Financial Services
Massachusetts
$13.3M -$9.21K -200 -0.1%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$13M +$280K +6,080 +2%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$12.8M +$248K +5,392 +2%
PGH
54
Partners Group Holding
Switzerland
$12.6M -$2.68M -58,200 -18%
Invesco
55
Invesco
Georgia
$12.6M +$286K +6,221 +2%
LSV Asset Management
56
LSV Asset Management
Illinois
$12.5M +$4.48M +97,386 +58%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$12.3M +$6.89M +149,538 +135%
JP Morgan Chase
58
JP Morgan Chase
New York
$12.2M +$2.34M +50,888 +24%
GC
59
Guggenheim Capital
Illinois
$11.5M +$9.18M +199,267 +437%
Dimensional Fund Advisors
60
Dimensional Fund Advisors
Texas
$10.7M +$165K +3,583 +2%
NAM
61
Nexus Asset Management
New York
$10.6M +$10.3M +224,590 New
Charles Schwab
62
Charles Schwab
California
$10.6M +$1.54M +33,398 +17%
Millennium Management
63
Millennium Management
New York
$10.2M +$6.5M +141,087 +188%
MAM
64
Magellan Asset Management
Australia
$10.2M +$526K +11,425 +6%
Citadel Advisors
65
Citadel Advisors
Florida
$9.97M +$7.98M +173,240 +452%
AIG
66
American International Group
New York
$9.92M +$846K +18,380 +10%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$9.49M -$101K -2,200 -1%
DIA
68
Denver Investment Advisors
Colorado
$8.98M -$119K -2,588 -1%
Fidelity International
69
Fidelity International
Bermuda
$8.93M +$190K +4,131 +2%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$8.85M -$316K -6,854 -4%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$8.48M +$741K +16,100 +10%
WA
72
Wasatch Advisors
Utah
$8.26M +$8.07M +175,322 New
HW
73
Hancock Whitney
Mississippi
$7.85M +$921K +20,000 +14%
Goldman Sachs
74
Goldman Sachs
New York
$7.07M -$1.54M -33,478 -18%
BG
75
BlackRock Group
United Kingdom
$6.87M +$3.17M +68,787 +89%
1 2
3
4 5

ATO Hedge Fund Activity: Q1 2014 in Review

300 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2014, worth a combined $3.14B — up 18% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ATO positions and 16 closed out — a net gain of 24 holders — while 122 added to existing stakes and 78 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $70.7M. The largest seller was Principal Financial Group, cutting an estimated $37.8M.

  • 300 institutional investors held Atmos Energy (ATO) as of Q1 2014, up from 278 in Q4 2013.
  • Funds reported $3.14B of Atmos Energy stock for Q1 2014, up 18% quarter-over-quarter.
  • 40 funds opened new Atmos Energy positions in Q1 2014 and 16 closed out, a net change of +24 holders.
  • The largest Atmos Energy buyer in Q1 2014 was Systematic Financial Management, an estimated $70.7M added.
  • The largest Atmos Energy seller in Q1 2014 was Principal Financial Group, an estimated $37.8M sold.

Based on aggregated 13F filings for Q1 2014.