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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
GH
101
GAM Holding
Switzerland
$4.53M -$49.4K -900 -1%
GC
102
Guggenheim Capital
Illinois
$4.36M +$119K +2,159 +3%
FDS
103
First Dallas Securities
Texas
$4.35M -$336K -6,123 -8%
Barclays
104
Barclays
United Kingdom
$4.35M +$196K +3,570 +5%
Comerica Bank
105
Comerica Bank
Texas
$4.34M -$4.04M -73,603 -50%
AllianceBernstein
106
AllianceBernstein
Tennessee
$4.25M -$54.7K -995 -1%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$3.88M +$218K +3,965 +6%
PFC
108
Phocas Financial Corp
California
$3.57M -$32.1K -585 -0.9%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$3.42M -$1.1K -20 -0%
ACI
110
AMP Capital Investors
Australia
$3.27M -$193K -3,507 -6%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$3.04M -$187K -3,400 -6%
PTCG
112
Pring Turner Capital Group
California
$3.01M +$10.7K +195 +0.4%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$2.91M
ANI
114
American National Insurance
Texas
$2.9M
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$2.84M
GIA
116
Gateway Investment Advisers
Ohio
$2.83M +$75.5K +1,374 +3%
TCOV
117
Trust Company of Vermont
Vermont
$2.78M -$253K -4,606 -9%
AG
118
Aperio Group
California
$2.77M +$1.74M +31,608 +199%
EIA
119
Edgemoor Investment Advisors
Maryland
$2.73M
SOMRS
120
State of Michigan Retirement System
Michigan
$2.68M +$5.49K +100 +0.2%
ASRS
121
Arizona State Retirement System
Arizona
$2.67M +$2.52M +45,869 New
RJFSA
122
Raymond James Financial Services Advisors
Florida
$2.65M +$1.12M +20,311 +81%
AIMCA
123
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.54M -$10.5M -190,960 -81%
LMGAM
124
Liberty Mutual Group Asset Management
Massachusetts
$2.51M +$44.3K +807 +2%
MSA
125
Mason Street Advisors
Wisconsin
$2.42M +$40.7K +740 +2%

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.