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Atmos Energy
ATO

300 hedge funds and large institutions have $3.14B invested in Atmos Energy in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

137% more call options, than puts

Call options by funds: $849K | Put options by funds: $358K

56% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 78

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

18% more capital invested

Capital invested by funds: $2.67B → $3.14B (+$477M)

8% more funds holding

Funds holding: 278 → 300 (+22)

2.55% more ownership

Funds ownership: 65.6% → 68.15% (+2.5%)

Holders
300
Holders Change
+22
Holders Change %
+7.91%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
40
Increased
122
Reduced
78
Closed
16
Calls
$849K
Puts
$358K
Net Calls
+$491K
Net Calls Change
+$704K

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$70.7M
2
SI
Scout Investments
Missouri
+$67.6M
3
LM
Luminus Management
Texas
+$46.1M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$19.3M
5
N
Nuveen
North Carolina
+$19M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$37.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$37M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$21.3M
4
LCP
Lombardia Capital Partners
California
-$14.6M
5
NFA
Nationwide Fund Advisors
Ohio
-$6.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
101
Opus Investment Management
Massachusetts
$3.71M +$921K +20,000 +34%
FIM
102
Foresters Investment Management
New York
$3.62M – – –
MOACM
103
Mutual of America Capital Management
New York
$3.62M +$356K +7,728 +11%
PI
104
Putnam Investments
Massachusetts
$3.44M +$3.37M +73,100 New
Nomura Holdings
105
Nomura Holdings
Japan
$3.29M +$1.73M +37,632 +117%
ASRS
106
Arizona State Retirement System
Arizona
$3.1M -$13.8K -300 -0.5%
UBS AM
107
UBS AM
Illinois
$3.02M +$553K +12,000 +23%
CIA
108
CSat Investment Advisory
Michigan
$2.99M -$1.27M -27,555 -30%
MAM
109
Martingale Asset Management
Massachusetts
$2.89M +$337K +7,308 +14%
ARC
110
Absolute Return Capital
Massachusetts
$2.87M -$2.14M -46,405 -43%
AWCI
111
Alpine Woods Capital Investors
New York
$2.82M +$1.02M +22,239 +59%
TCOV
112
Trust Company of Vermont
Vermont
$2.78M -$39.6K -861 -1%
BMCMI
113
Bryn Mawr Capital Management Inc
Pennsylvania
$2.62M +$2.55M +55,478 New
Robeco Institutional Asset Management
114
Robeco Institutional Asset Management
Netherlands
$2.56M – – –
SLA
115
Silver Lake Advisory
Utah
$2.49M -$819K -17,789 -25%
MSA
116
Mason Street Advisors
Wisconsin
$2.49M +$775K +16,820 +47%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$2.46M – – –
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$2.45M -$127K -2,750 -5%
ACI
119
AMP Capital Investors
Australia
$2.39M +$1.69M +36,596 +240%
SONJCPFA
120
State of New Jersey Common Pension Fund A
New Jersey
$2.36M – – –
ANI
121
American National Insurance
Texas
$2.35M – – –
U
122
UBS
Switzerland
$2.35M -$125K -2,705 -5%
KeyBank National Association
123
KeyBank National Association
Ohio
$2.34M +$2.29M +49,736 New
EIA
124
Edgemoor Investment Advisors
Maryland
$2.28M -$26.5K -576 -1%
HCM
125
Highbridge Capital Management
New York
$2.28M +$2.23M +48,389 New
3 4
5
6 7

ATO Hedge Fund Activity: Q1 2014 in Review

300 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2014, worth a combined $3.14B — up 18% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ATO positions and 16 closed out — a net gain of 24 holders — while 122 added to existing stakes and 78 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $70.7M. The largest seller was Principal Financial Group, cutting an estimated $37.8M.

  • 300 institutional investors held Atmos Energy (ATO) as of Q1 2014, up from 278 in Q4 2013.
  • Funds reported $3.14B of Atmos Energy stock for Q1 2014, up 18% quarter-over-quarter.
  • 40 funds opened new Atmos Energy positions in Q1 2014 and 16 closed out, a net change of +24 holders.
  • The largest Atmos Energy buyer in Q1 2014 was Systematic Financial Management, an estimated $70.7M added.
  • The largest Atmos Energy seller in Q1 2014 was Principal Financial Group, an estimated $37.8M sold.

Based on aggregated 13F filings for Q1 2014.