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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
Axa
76
Axa
France
$8.28M -$6.34M -115,380 -45%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$8.17M +$59.3K +1,080 +0.8%
Swiss National Bank
78
Swiss National Bank
Switzerland
$7.85M +$1.08M +19,570 +17%
PPA
79
Parametric Portfolio Associates
Washington
$7.81M +$1.21M +21,984 +20%
GF
80
Gabelli Funds
New York
$7.48M -$110K -2,000 -2%
IA
81
Icon Advisers
Colorado
$7.38M +$2.13M +38,766 +44%
CNB
82
City National Bank
California
$6.7M -$318K -5,796 -5%
Wells Fargo
83
Wells Fargo
California
$6.68M -$4.97M -90,440 -44%
TA
84
Teachers Advisors
New York
$6.27M +$671K +12,211 +13%
Deutsche Bank
85
Deutsche Bank
Germany
$6.24M +$3.32M +60,452 +129%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$5.89M +$37.7K +686 +0.7%
DekaBank Deutsche Girozentrale
87
DekaBank Deutsche Girozentrale
Germany
$5.87M +$4.78M +86,943 +627%
UBS Group
88
UBS Group
Switzerland
$5.85M -$4.66M -84,818 -46%
WT
89
Whittier Trust
California
$5.85M -$184K -3,350 -3%
KeyBank National Association
90
KeyBank National Association
Ohio
$5.36M +$2.03M +36,877 +67%
UBS AM
91
UBS AM
Illinois
$5.34M +$991K +18,046 +24%
Millennium Management
92
Millennium Management
New York
$5.26M -$11.9M -215,766 -70%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$5.17M -$26.3K -478 -0.5%
MBA
94
Maple-Brown Abbott
Australia
$5.12M -$5.53M -100,700 -53%
DIA
95
Dana Investment Advisors
Wisconsin
$5.04M +$202K +3,679 +4%
MOACM
96
Mutual of America Capital Management
New York
$4.9M +$139K +2,522 +3%
TPSF
97
Texas Permanent School Fund
Texas
$4.88M -$118K -2,140 -2%
LSV Asset Management
98
LSV Asset Management
Illinois
$4.75M
DIA
99
Denver Investment Advisors
Colorado
$4.68M -$148K -2,694 -3%
CONA
100
Capital One National Association
New York
$4.67M +$3.25M +59,088 +278%

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.