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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
GIA
126
Gateway Investment Advisers
Ohio
$2.24M – – –
SOMRS
127
State of Michigan Retirement System
Michigan
$2.23M +$212K +4,600 +11%
ADBIC
128
A.D. Beadell Investment Counsel
Wisconsin
$2.15M -$136K -2,950 -6%
MAA
129
Managed Account Advisors
New Jersey
$2.13M +$69.2K +1,502 +3%
Barclays
130
Barclays
United Kingdom
$2.12M -$940K -20,403 -31%
Renaissance Technologies
131
Renaissance Technologies
New York
$2.04M +$1.99M +43,200 New
HCM
132
Hodges Capital Management
Texas
$1.97M +$456K +9,907 +31%
DIA
133
Dana Investment Advisors
Wisconsin
$1.96M -$274K -5,940 -12%
MIM
134
Macroview Investment Management
Maryland
$1.88M +$875K +19,009 +91%
Arrowstreet Capital
135
Arrowstreet Capital
Massachusetts
$1.87M +$1.83M +39,763 New
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$1.79M +$124K +2,700 +8%
NCCM
137
Nine Chapters Capital Management
New Jersey
$1.77M +$1.43M +31,100 +486%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$1.76M -$137K -2,969 -7%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$1.75M +$57.7K +1,254 +3%
PP
140
PDT Partners
New York
$1.72M +$1.68M +36,411 New
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$1.68M -$4.88K -106 -0.3%
CONA
142
Capital One National Association
New York
$1.56M -$7.55K -164 -0.5%
CAM
143
ClariVest Asset Management
California
$1.56M +$1.52M +33,052 New
EAM
144
EULAV Asset Management
Florida
$1.54M – – –
WCM
145
Winton Capital Management
United Kingdom
$1.52M -$715K -15,518 -32%
LMGAM
146
Liberty Mutual Group Asset Management
Massachusetts
$1.5M +$552K +11,994 +61%
MCM
147
Matarin Capital Management
New York
$1.46M -$200K -4,339 -12%
FBB
148
Fulton Breakefield Broenniman
Maryland
$1.34M -$38.5K -836 -3%
CFB
149
Cullen/Frost Bankers
Texas
$1.3M -$144K -3,125 -10%
MERSOM
150
Municipal Employees' Retirement System of Michigan
Michigan
$1.29M +$115K +2,500 +10%
4 5
6
7 8

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.