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Atmos Energy
ATO

425 hedge funds and large institutions have $6.95B invested in Atmos Energy in 2017 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 143 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

604% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $378K

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

9% more capital invested

Capital invested by funds: $6.38B → $6.95B (+$569M)

7% more funds holding

Funds holding: 398 → 425 (+27)

1.61% more ownership

Funds ownership: 71.36% → 72.97% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 135

Holders
425
Holders Change
+27
Holders Change %
+6.78%
% of All Funds
9.64%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
67
Increased
143
Reduced
135
Closed
39
Calls
$2.66M
Puts
$378K
Net Calls
+$2.28M
Net Calls Change
+$1.32M

Top Buyers

1
ZP
Zimmer Partners
New York
+$178M
2
Deutsche Bank
Deutsche Bank
Germany
+$58.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$55M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$43M
5
BC
Brookfield Corp
Ontario, Canada
+$39.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$74M
2
NFA
Nationwide Fund Advisors
Ohio
-$24.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$20M
4
FQ
First Quadrant
California
-$17.4M
5
N
Nuveen
North Carolina
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
APG Asset Management
51
APG Asset Management
Netherlands
$27.4M +$2.24M +25,500 +7%
Ameriprise
52
Ameriprise
Minnesota
$26.6M -$2.79M -31,770 -9%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$26.6M +$1.13M +12,800 +4%
EIP
54
Energy Income Partners
Connecticut
$26.5M +$663K +7,538 +3%
CC
55
Carlson Capital
Texas
$25M +$25.6M +290,566 New
Renaissance Technologies
56
Renaissance Technologies
New York
$24.9M +$10.2M +116,100 +67%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$23.8M -$4.48M -50,967 -16%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$23.6M +$567K +6,443 +2%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$23.1M +$60.5K +688 +0.3%
AAMU
60
Amundi Asset Management US
Massachusetts
$23.1M +$23.6M +268,786 New
MAM
61
Martingale Asset Management
Massachusetts
$22.7M -$1.4M -15,901 -6%
Asset Management One
62
Asset Management One
Japan
$22.4M -$8.02M -91,232 -26%
Victory Capital Management
63
Victory Capital Management
Texas
$21.6M -$74M -841,206 -77%
Massachusetts Financial Services
64
Massachusetts Financial Services
Massachusetts
$21.4M +$1.11M +12,590 +5%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$20.2M +$220K +2,500 +1%
AIG
66
American International Group
New York
$20.1M +$1.07M +12,145 +5%
Franklin Resources
67
Franklin Resources
California
$20M +$17.7M +201,262 +641%
SEI Investments
68
SEI Investments
Pennsylvania
$19.8M -$2.52M -28,702 -11%
AQR Capital Management
69
AQR Capital Management
Connecticut
$19.6M -$20M -227,009 -50%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$19.5M -$32.2K -366 -0.2%
Allianz Asset Management
71
Allianz Asset Management
Germany
$19.1M +$859K +9,771 +5%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$18.5M +$138K +1,566 +0.7%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$16.2M +$369K +4,192 +2%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$15.5M -$9.68M -110,079 -38%
TA
75
Teachers Advisors
New York
$14.6M -$500K -5,681 -3%
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ATO Hedge Fund Activity: Q4 2017 in Review

425 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2017, worth a combined $6.95B — up 8.9% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ATO positions and 39 closed out — a net gain of 28 holders — while 143 added to existing stakes and 135 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $178M. The largest seller was Victory Capital Management, cutting an estimated $74M.

  • 425 institutional investors held Atmos Energy (ATO) as of Q4 2017, up from 398 in Q3 2017.
  • Funds reported $6.95B of Atmos Energy stock for Q4 2017, up 8.9% quarter-over-quarter.
  • 67 funds opened new Atmos Energy positions in Q4 2017 and 39 closed out, a net change of +28 holders.
  • The largest Atmos Energy buyer in Q4 2017 was Zimmer Partners, an estimated $178M added.
  • The largest Atmos Energy seller in Q4 2017 was Victory Capital Management, an estimated $74M sold.

Based on aggregated 13F filings for Q4 2017.