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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
Marshall Wace
51
Marshall Wace
United Kingdom
$14.2M +$2.03M +36,971 +18%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$14.2M -$116K -2,110 -0.9%
Los Angeles Capital Management
53
Los Angeles Capital Management
California
$13.8M -$736K -13,390 -5%
Charles Schwab
54
Charles Schwab
California
$13.6M -$3.57M -64,954 -22%
Invesco
55
Invesco
Georgia
$13.4M -$967K -17,610 -7%
ZIM
56
Zacks Investment Management
Illinois
$12.9M +$12.1M +220,933 New
BG
57
BlackRock Group
United Kingdom
$12.3M +$268K +4,873 +2%
NFA
58
Nationwide Fund Advisors
Ohio
$12.3M -$210K -3,823 -2%
AIG
59
American International Group
New York
$12M +$30.9K +562 +0.3%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$11.6M
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$11.1M +$312K +5,688 +3%
Wellington Management Group
62
Wellington Management Group
Massachusetts
$11M +$251K +4,570 +2%
MAM
63
Magellan Asset Management
Australia
$11M +$664K +12,086 +7%
MPAM
64
Monarch Partners Asset Management
Massachusetts
$10.6M +$9.98M +181,600 New
JP Morgan Chase
65
JP Morgan Chase
New York
$10.5M -$215K -3,922 -2%
BlackRock
66
BlackRock
New York
$10.4M -$289K -5,256 -3%
Chevy Chase Trust
67
Chevy Chase Trust
Maryland
$9.83M -$1.65M -29,971 -15%
HW
68
Hancock Whitney
Mississippi
$9.71M +$117K +2,123 +1%
BA
69
BlackRock Advisors
Delaware
$9.69M +$344K +6,266 +4%
MAM
70
Martingale Asset Management
Massachusetts
$9.5M +$1.37M +24,905 +18%
NI
71
Numeric Investors
Massachusetts
$9.4M +$3.89M +70,800 +78%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$9.31M +$4.8M +87,296 +120%
Prudential Financial
73
Prudential Financial
New Jersey
$8.44M -$12.6M -229,700 -61%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$8.36M +$420K +7,637 +6%
SFM
75
Systematic Financial Management
New Jersey
$8.35M -$94.8M -1,725,762 -92%

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.