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Atmos Energy

301 hedge funds and large institutions have $3.73B invested in Atmos Energy in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $352K

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more capital invested

Capital invested by funds: $3.14B → $3.73B (+$592M)

1.78% more ownership

Funds ownership: 68.15%69.93% (+1.8%)

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

0% more funds holding

Funds holding: 300301 (+1)

16% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 112

Holders
301
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
8.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
35
Increased
94
Reduced
112
Closed
32
Calls
$1.3M
Puts
$352K
Net Calls
+$952K
Net Calls Change
+$461K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$12.9M -$2.21M -43,671 -15%
Massachusetts Financial Services
52
Massachusetts Financial Services
Massachusetts
$12.4M -$2.52M -49,852 -18%
Charles Schwab
53
Charles Schwab
California
$12.1M +$101K +1,993 +0.9%
WA
54
Wasatch Advisors
Utah
$12M +$2.52M +49,877 +28%
Goldman Sachs
55
Goldman Sachs
New York
$11.7M +$3.49M +69,041 +46%
JP Morgan Chase
56
JP Morgan Chase
New York
$11.6M -$2.15M -42,624 -16%
NFA
57
Nationwide Fund Advisors
Ohio
$11.2M +$10.6M +208,978 New
LM
58
Luminus Management
Texas
$11.1M -$40M -792,326 -79%
AIG
59
American International Group
New York
$11M -$241K -4,771 -2%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$10.5M -$192K -3,800 -2%
Wellington Management Group
61
Wellington Management Group
Massachusetts
$10.5M -$14.6M -288,489 -59%
CEP
62
Chicago Equity Partners
Illinois
$9.94M +$2.59M +51,285 +38%
DIA
63
Denver Investment Advisors
Colorado
$9.8M -$362K -7,162 -4%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$9.77M +$147K +2,900 +2%
Prudential Financial
65
Prudential Financial
New Jersey
$9.73M -$12.7M -251,000 -58%
BlackRock
66
BlackRock
New York
$9.68M +$1.82M +35,959 +25%
PGH
67
Partners Group Holding
Switzerland
$9.54M -$4.44M -87,800 -33%
MAM
68
Magellan Asset Management
Australia
$9.15M -$2.23M -44,146 -20%
BG
69
BlackRock Group
United Kingdom
$9.08M +$1.23M +24,419 +17%
HW
70
Hancock Whitney
Mississippi
$8.9M
DBG
71
De Burlo Group
Massachusetts
$8.53M +$2.76M +54,600 +52%
LSV Asset Management
72
LSV Asset Management
Illinois
$8.12M -$5.67M -112,286 -42%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$7.64M -$83.1K -1,645 -1%
GF
74
Gabelli Funds
New York
$7.21M
KeyBank National Association
75
KeyBank National Association
Ohio
$7.19M +$4.29M +84,860 +171%

ATO Hedge Fund Activity: Q2 2014 in Review

301 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2014, worth a combined $3.73B — up 19% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ATO positions and 32 closed out — a net gain of 3 holders — while 94 added to existing stakes and 112 trimmed.

The largest buyer was Scout Investments, adding an estimated $144M. The largest seller was Luminus Management, cutting an estimated $40M.

  • 301 institutional investors held Atmos Energy (ATO) as of Q2 2014, up from 300 in Q1 2014.
  • Funds reported $3.73B of Atmos Energy stock for Q2 2014, up 19% quarter-over-quarter.
  • 35 funds opened new Atmos Energy positions in Q2 2014 and 32 closed out, a net change of +3 holders.
  • The largest Atmos Energy buyer in Q2 2014 was Scout Investments, an estimated $144M added.
  • The largest Atmos Energy seller in Q2 2014 was Luminus Management, an estimated $40M sold.

Based on aggregated 13F filings for Q2 2014.