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Atmos Energy

381 hedge funds and large institutions have $5.27B invested in Atmos Energy in 2016 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 145 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $3.22M | Put options by funds: $921K

150% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 28

27% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 114

19% more capital invested

Capital invested by funds: $4.43B → $5.27B (+$843M)

12% more funds holding

Funds holding: 340381 (+41)

1.12% more ownership

Funds ownership: 69.89%71.01% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
381
Holders Change
+41
Holders Change %
+12.06%
% of All Funds
10.15%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
70
Increased
145
Reduced
114
Closed
28
Calls
$3.22M
Puts
$921K
Net Calls
+$2.3M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$18.9M +$8.94M +130,230 +96%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$18.7M -$1.19M -17,400 -6%
Charles Schwab
53
Charles Schwab
California
$18.5M +$351K +5,114 +2%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$18.5M -$1.24M -18,000 -7%
BlackRock
55
BlackRock
New York
$18.1M +$5.68M +82,681 +51%
UBS AM
56
UBS AM
Illinois
$18M +$9.99M +145,494 +151%
Wells Fargo
57
Wells Fargo
California
$17.9M +$1.31M +19,156 +9%
APG Asset Management
58
APG Asset Management
Netherlands
$17.8M +$16.4M +239,497 New
Massachusetts Financial Services
59
Massachusetts Financial Services
Massachusetts
$17.5M +$147K +2,143 +0.9%
Macquarie Group
60
Macquarie Group
Australia
$17.3M -$7.36M -107,200 -31%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$17M -$978K -14,250 -6%
JP Morgan Chase
62
JP Morgan Chase
New York
$17M +$3.36M +48,891 +27%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$16.7M +$1.81M +26,365 +13%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$16.4M +$1.89M +27,563 +14%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$15.9M +$13.9M +202,132 +1,682%
Deutsche Bank
66
Deutsche Bank
Germany
$15.6M +$8.45M +123,117 +141%
RIM
67
RS Investment Management
California
$15.6M +$4.86M +70,816 +51%
AIG
68
American International Group
New York
$15.1M +$182K +2,647 +1%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$14.8M +$6.87K +100 +0.1%
PPA
70
Parametric Portfolio Associates
Washington
$14.6M +$3.17M +46,146 +31%
MAM
71
Martingale Asset Management
Massachusetts
$14.3M +$1.22M +17,833 +10%
Wellington Management Group
72
Wellington Management Group
Massachusetts
$14M -$2.28M -33,150 -15%
Federated Hermes
73
Federated Hermes
Pennsylvania
$13.4M -$23.1M -336,543 -65%
NIMC
74
NWQ Investment Management Company
California
$12.6M +$11.7M +169,925 New
SEI Investments
75
SEI Investments
Pennsylvania
$12.5M +$3.09M +44,945 +36%

ATO Hedge Fund Activity: Q1 2016 in Review

381 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2016, worth a combined $5.27B — up 19% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ATO positions and 28 closed out — a net gain of 42 holders — while 145 added to existing stakes and 114 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $49.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $80.3M.

  • 381 institutional investors held Atmos Energy (ATO) as of Q1 2016, up from 340 in Q4 2015.
  • Funds reported $5.27B of Atmos Energy stock for Q1 2016, up 19% quarter-over-quarter.
  • 70 funds opened new Atmos Energy positions in Q1 2016 and 28 closed out, a net change of +42 holders.
  • The largest Atmos Energy buyer in Q1 2016 was Goldman Sachs, an estimated $49.9M added.
  • The largest Atmos Energy seller in Q1 2016 was T. Rowe Price Associates, an estimated $80.3M sold.

Based on aggregated 13F filings for Q1 2016.