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Atmos Energy
ATO

310 hedge funds and large institutions have $3.77B invested in Atmos Energy in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $669K

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

15% more capital invested

Capital invested by funds: $3.27B → $3.77B (+$495M)

1% more funds holding

Funds holding: 306 → 310 (+4)

1.37% less ownership

Funds ownership: 69.2% → 67.84% (-1.4%)

18% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 113

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
310
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
39
Increased
93
Reduced
113
Closed
32
Calls
$3.31M
Puts
$669K
Net Calls
+$2.64M
Net Calls Change
+$2.29M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$73.8M
2
American Century Companies
American Century Companies
Missouri
+$32.5M
3
LM
Luminus Management
Texas
+$19.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$19.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$18.2M

Top Sellers

1
SI
Scout Investments
Missouri
-$64M
2
SFM
Systematic Financial Management
New Jersey
-$62.9M
3
State Street
State Street
Massachusetts
-$33.2M
4
IA
Icon Advisers
Colorado
-$18.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWI
101
Grace & White Inc
New York
$3.38M – – –
OIM
102
Opus Investment Management
Massachusetts
$3.28M -$1.05M -20,000 -25%
UBS Group
103
UBS Group
Switzerland
$3.16M +$2.98M +56,659 New
TCOV
104
Trust Company of Vermont
Vermont
$3.11M -$58.3K -1,108 -2%
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$3.09M – – –
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$3.06M -$182K -3,450 -6%
Robeco Institutional Asset Management
107
Robeco Institutional Asset Management
Netherlands
$3.02M – – –
PTCG
108
Pring Turner Capital Group
California
$2.92M +$2.76M +52,415 New
IA
109
Icon Advisers
Colorado
$2.9M -$18.5M -350,700 -87%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$2.89M +$139K +2,636 +5%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$2.8M – – –
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$2.79M – – –
ANI
113
American National Insurance
Texas
$2.78M – – –
ACI
114
AMP Capital Investors
Australia
$2.78M -$54.2K -1,030 -2%
Two Sigma Investments
115
Two Sigma Investments
New York
$2.7M +$2.55M +48,432 New
SOMRS
116
State of Michigan Retirement System
Michigan
$2.66M +$10.5K +200 +0.4%
GIA
117
Gateway Investment Advisers
Ohio
$2.63M – – –
EIA
118
Edgemoor Investment Advisors
Maryland
$2.62M – – –
CPC
119
Cookson Peirce & Co
Pennsylvania
$2.46M -$2.63K -50 -0.1%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$2.38M +$439K +8,328 +24%
Allianz Asset Management
121
Allianz Asset Management
Germany
$2.32M +$2.14M +40,650 +4,001%
ICM
122
ICC Capital Management
Florida
$2.23M -$227K -4,303 -10%
MAA
123
Managed Account Advisors
New Jersey
$2.21M +$73.9K +1,403 +4%
HCM
124
Hodges Capital Management
Texas
$2.21M -$18.3K -347 -0.9%
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$2.18M – – –
3 4
5
6 7

ATO Hedge Fund Activity: Q4 2014 in Review

310 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2014, worth a combined $3.77B — up 15% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ATO positions and 32 closed out — a net gain of 7 holders — while 93 added to existing stakes and 113 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $73.8M. The largest seller was Scout Investments, cutting an estimated $64M.

  • 310 institutional investors held Atmos Energy (ATO) as of Q4 2014, up from 306 in Q3 2014.
  • Funds reported $3.77B of Atmos Energy stock for Q4 2014, up 15% quarter-over-quarter.
  • 39 funds opened new Atmos Energy positions in Q4 2014 and 32 closed out, a net change of +7 holders.
  • The largest Atmos Energy buyer in Q4 2014 was Deutsche Bank, an estimated $73.8M added.
  • The largest Atmos Energy seller in Q4 2014 was Scout Investments, an estimated $64M sold.

Based on aggregated 13F filings for Q4 2014.