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Atmos Energy

398 hedge funds and large institutions have $5.58B invested in Atmos Energy in 2016 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 127 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $816K

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

6% more funds holding

Funds holding: 377398 (+21)

2% more capital invested

Capital invested by funds: $5.48B → $5.58B (+$99.1M)

0.35% more ownership

Funds ownership: 71.27%71.62% (+0.35%)

5% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 133

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
398
Holders Change
+21
Holders Change %
+5.57%
% of All Funds
9.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
61
Increased
127
Reduced
133
Closed
34
Calls
$2.39M
Puts
$816K
Net Calls
+$1.57M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$22.8M +$5.57M +77,088 +34%
MBA
52
Maple-Brown Abbott
Australia
$22.7M +$9.63M +133,319 +77%
Charles Schwab
53
Charles Schwab
California
$21.8M +$1.25M +17,308 +6%
CEP
54
Chicago Equity Partners
Illinois
$21.4M +$504K +6,980 +2%
Swiss National Bank
55
Swiss National Bank
Switzerland
$21M
MAM
56
Martingale Asset Management
Massachusetts
$20.8M +$2.57M +35,597 +15%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$20.1M +$6.06M +83,913 +45%
EIP
58
Energy Income Partners
Connecticut
$20M +$15.3M +212,105 +364%
Allianz Asset Management
59
Allianz Asset Management
Germany
$20M -$7.78M -107,759 -29%
UBS AM
60
UBS AM
Illinois
$19.1M +$30.8K +426 +0.2%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$18.9M +$31.3K +433 +0.2%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$17.8M -$1.29M -17,880 -7%
TCIM
63
TIAA CREF Investment Management
New York
$16.7M -$203K -2,817 -1%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$16.2M -$399K -5,520 -2%
Asset Management One
65
Asset Management One
Japan
$16.2M +$13.9M +191,894 +734%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$16M -$412K -5,700 -3%
SEI Investments
67
SEI Investments
Pennsylvania
$15.9M +$2.4M +33,242 +18%
Deutsche Bank
68
Deutsche Bank
Germany
$15.6M -$2.6M -35,967 -15%
AIG
69
American International Group
New York
$15.2M -$3.11K -43 -0%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$15M +$256K +3,544 +2%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$14.9M -$1.74M -24,100 -11%
NFA
72
Nationwide Fund Advisors
Ohio
$14.8M -$6.09M -84,353 -30%
Massachusetts Financial Services
73
Massachusetts Financial Services
Massachusetts
$14.6M -$2.85M -39,509 -17%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$14M -$325K -4,500 -2%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$13.5M +$971K +13,450 +8%

ATO Hedge Fund Activity: Q4 2016 in Review

398 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2016, worth a combined $5.58B — up 1.8% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ATO positions and 34 closed out — a net gain of 27 holders — while 127 added to existing stakes and 133 trimmed.

The largest buyer was Bank of America, adding an estimated $89.7M. The largest seller was Hennessy Advisors Inc, cutting an estimated $41.5M.

  • 398 institutional investors held Atmos Energy (ATO) as of Q4 2016, up from 377 in Q3 2016.
  • Funds reported $5.58B of Atmos Energy stock for Q4 2016, up 1.8% quarter-over-quarter.
  • 61 funds opened new Atmos Energy positions in Q4 2016 and 34 closed out, a net change of +27 holders.
  • The largest Atmos Energy buyer in Q4 2016 was Bank of America, an estimated $89.7M added.
  • The largest Atmos Energy seller in Q4 2016 was Hennessy Advisors Inc, an estimated $41.5M sold.

Based on aggregated 13F filings for Q4 2016.