We are live on ! Find out more
ATO icon

Atmos Energy

313 hedge funds and large institutions have $3.8B invested in Atmos Energy in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 120 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $658K

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

18% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 102

1.04% more ownership

Funds ownership: 67.84%68.87% (+1%)

1% more funds holding

Funds holding: 310313 (+3)

1% more capital invested

Capital invested by funds: $3.77B → $3.8B (+$29.3M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
313
Holders Change
+3
Holders Change %
+0.97%
% of All Funds
8.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
37
Increased
120
Reduced
102
Closed
30
Calls
$1.31M
Puts
$658K
Net Calls
+$653K
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
101
Jupiter Investment Management
United Kingdom
$3.91M -$889K -16,150 -19%
Comerica Bank
102
Comerica Bank
Texas
$3.91M -$3.9M -70,804 -50%
UBS AM
103
UBS AM
Illinois
$3.79M -$17.3K -314 -0.5%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$3.63M +$1.26M +22,882 +54%
PFC
105
Phocas Financial Corp
California
$3.5M +$3.48M +63,271 New
GWI
106
Grace & White Inc
New York
$3.33M -$22K -400 -0.7%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$3.08M +$11K +200 +0.4%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$3.04M +$12.1K +220 +0.4%
ACI
109
AMP Capital Investors
Australia
$3M +$291K +5,291 +11%
TCOV
110
Trust Company of Vermont
Vermont
$2.98M -$102K -1,850 -3%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$2.9M +$28.1K +510 +1%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$2.88M +$93.5K +1,700 +3%
PTCG
113
Pring Turner Capital Group
California
$2.79M -$113K -2,060 -4%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$2.77M
ANI
115
American National Insurance
Texas
$2.76M
GIA
116
Gateway Investment Advisers
Ohio
$2.61M
EIA
117
Edgemoor Investment Advisors
Maryland
$2.6M
BMCMI
118
Bryn Mawr Capital Management Inc
Pennsylvania
$2.58M +$509K +9,250 +25%
SOMRS
119
State of Michigan Retirement System
Michigan
$2.53M -$116K -2,100 -4%
Citadel Advisors
120
Citadel Advisors
Florida
$2.47M +$1.93M +35,089 +366%
SCM
121
Stevens Capital Management
Pennsylvania
$2.46M +$2.45M +44,540 New
CPC
122
Cookson Peirce & Co
Pennsylvania
$2.43M -$9.9K -180 -0.4%
OIM
123
Opus Investment Management
Massachusetts
$2.42M -$825K -15,000 -26%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$2.28M +$174K +3,164 +8%
MSA
125
Mason Street Advisors
Wisconsin
$2.25M -$4.15M -75,417 -65%

ATO Hedge Fund Activity: Q1 2015 in Review

313 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2015, worth a combined $3.8B — up 0.78% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ATO positions and 30 closed out — a net gain of 7 holders — while 120 added to existing stakes and 102 trimmed.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $67.2M. The largest seller was AllianceBernstein, cutting an estimated $73M.

  • 313 institutional investors held Atmos Energy (ATO) as of Q1 2015, up from 310 in Q4 2014.
  • Funds reported $3.8B of Atmos Energy stock for Q1 2015, up 0.78% quarter-over-quarter.
  • 37 funds opened new Atmos Energy positions in Q1 2015 and 30 closed out, a net change of +7 holders.
  • The largest Atmos Energy buyer in Q1 2015 was Nordea Investment Management, an estimated $67.2M added.
  • The largest Atmos Energy seller in Q1 2015 was AllianceBernstein, an estimated $73M sold.

Based on aggregated 13F filings for Q1 2015.