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Atmos Energy
ATO

278 hedge funds and large institutions have $2.67B invested in Atmos Energy in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 105 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

3% more funds holding

Funds holding: 269 → 278 (+9)

5% more capital invested

Capital invested by funds: $2.55B → $2.67B (+$115M)

1.35% less ownership

Funds ownership: 66.96% → 65.6% (-1.4%)

20% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $213K

Holders
278
Holders Change
+9
Holders Change %
+3.35%
% of All Funds
8.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
32
Increased
84
Reduced
105
Closed
23
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
-$460K

Top Buyers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
+$14.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$12.8M
3
SAM
Silvercrest Asset Management
New York
+$12.7M
4
BFA
BlackRock Fund Advisors
California
+$11.2M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$11.1M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$42M
2
State Street
State Street
Massachusetts
-$25.9M
3
JP Morgan Chase
JP Morgan Chase
New York
-$23.8M
4
Cohen & Steers
Cohen & Steers
New York
-$17.4M
5
MAM
Magellan Asset Management
Australia
-$9.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$1.63M +$16.5K +373 +1%
Citigroup
127
Citigroup
New York
$1.63M +$1.51M +34,288 +2,297%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$1.62M -$1.77K -40 -0.1%
OPERF
129
Oregon Public Employees Retirement Fund
Oregon
$1.61M +$384K +8,700 +33%
MCM
130
Matarin Capital Management
New York
$1.6M +$523K +11,846 +51%
IRF
131
IBM Retirement Fund
New York
$1.6M -$68.1K -1,542 -4%
CONA
132
Capital One National Association
New York
$1.51M -$40.1K -908 -3%
EAM
133
EULAV Asset Management
Florida
$1.48M +$132K +3,000 +10%
Nomura Holdings
134
Nomura Holdings
Japan
$1.46M +$1.43M +32,299 New
HCM
135
Hodges Capital Management
Texas
$1.45M -$7.46K -169 -0.5%
CFB
136
Cullen/Frost Bankers
Texas
$1.39M -$22.1K -500 -2%
FBB
137
Fulton Breakefield Broenniman
Maryland
$1.33M -$124K -2,804 -9%
JHIU
138
Janus Henderson Investors US
Colorado
$1.26M -$1.56M -35,300 -56%
US Bancorp
139
US Bancorp
Minnesota
$1.2M -$151K -3,411 -11%
ANB
140
Amarillo National Bank
Texas
$1.19M – – –
Cohen & Steers
141
Cohen & Steers
New York
$1.19M -$17.4M -394,573 -94%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$1.18M -$997K -22,597 -47%
GMIM
143
General Motors Investment Management
New York
$1.16M +$1.12M +25,486 New
MERSOM
144
Municipal Employees' Retirement System of Michigan
Michigan
$1.13M +$437K +9,900 +66%
LSERS
145
Louisiana State Employees Retirement System
Louisiana
$1.13M +$1.09M +24,800 New
EWA
146
Exencial Wealth Advisors
Oklahoma
$1.12M -$45K -1,020 -4%
T. Rowe Price Associates
147
T. Rowe Price Associates
Maryland
$1.12M – – –
LPL Financial
148
LPL Financial
California
$1.12M +$16K +362 +1%
Los Angeles Capital Management
149
Los Angeles Capital Management
California
$1.04M -$28.2K -638 -3%
MIM
150
Macroview Investment Management
Maryland
$950K -$64.8K -1,468 -7%
4 5
6
7 8

ATO Hedge Fund Activity: Q4 2013 in Review

278 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2013, worth a combined $2.67B — up 4.5% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ATO positions and 23 closed out — a net gain of 9 holders — while 84 added to existing stakes and 105 trimmed.

The largest buyer was Pictet Asset Management (UK), opening a new position worth an estimated $14.3M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $42M sold.

  • 278 institutional investors held Atmos Energy (ATO) as of Q4 2013, up from 269 in Q3 2013.
  • Funds reported $2.67B of Atmos Energy stock for Q4 2013, up 4.5% quarter-over-quarter.
  • 32 funds opened new Atmos Energy positions in Q4 2013 and 23 closed out, a net change of +9 holders.
  • The largest Atmos Energy buyer in Q4 2013 was Pictet Asset Management (UK), an estimated $14.3M added.
  • The largest Atmos Energy seller in Q4 2013 was Nordea Investment Management, an estimated $42M sold.

Based on aggregated 13F filings for Q4 2013.