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Atmos Energy
ATO

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: 310 → 313 (+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: 4 → 3 (-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

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$67.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$60.7M
3
SWA
SFMG Wealth Advisors
Texas
+$57.2M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$33M
5
Cohen & Steers
Cohen & Steers
New York
+$29.1M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$73M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.5M
3
SI
Scout Investments
Missouri
-$40.4M
4
SFM
Systematic Financial Management
New Jersey
-$33.4M
5
LM
Luminus Management
Texas
-$27.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
126
Nuveen
North Carolina
$2.24M -$2.26M -41,053 -50%
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$2.23M +$60.5K +1,100 +3%
ICM
128
ICC Capital Management
Florida
$2.18M -$33.6K -610 -2%
AWCI
129
Alpine Woods Capital Investors
New York
$2.12M – – –
PI
130
Putnam Investments
Massachusetts
$2.1M -$14K -255 -0.7%
ARC
131
Absolute Return Capital
Massachusetts
$2.09M +$350K +6,362 +20%
GS
132
GAM Systematic
United Kingdom
$2.07M +$203K +3,689 +11%
AA
133
ALPS Advisors
Colorado
$2.06M +$158K +2,867 +8%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$2.04M -$5.17K -94 -0.3%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.01M -$9.19M -167,074 -82%
LMGAM
136
Liberty Mutual Group Asset Management
Massachusetts
$1.89M +$105K +1,911 +6%
ADBIC
137
A.D. Beadell Investment Counsel
Wisconsin
$1.8M -$209K -3,800 -10%
TYCC
138
Texas Yale Capital Corp
Florida
$1.72M +$129K +2,350 +8%
Robeco Institutional Asset Management
139
Robeco Institutional Asset Management
Netherlands
$1.71M -$1.28M -23,283 -43%
MERSOM
140
Municipal Employees' Retirement System of Michigan
Michigan
$1.68M -$121K -2,190 -7%
Macquarie Group
141
Macquarie Group
Australia
$1.63M +$1.62M +29,500 New
Barclays
142
Barclays
United Kingdom
$1.56M +$125K +2,268 +9%
HCM
143
Hodges Capital Management
Texas
$1.52M -$659K -11,970 -30%
VKH
144
Virtu KCG Holdings
New York
$1.52M +$1.51M +27,456 New
SAG
145
Sterne Agee Group
Alabama
$1.48M -$53.2K -967 -3%
CFB
146
Cullen/Frost Bankers
Texas
$1.48M – – –
ANB
147
Amarillo National Bank
Texas
$1.46M -$275 -5 -0%
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.46M +$263K +4,772 +22%
LG
149
Leuthold Group
Minnesota
$1.43M -$52.7K -957 -4%
LSERS
150
Louisiana State Employees Retirement System
Louisiana
$1.43M -$82.5K -1,500 -5%
4 5
6
7 8

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.