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Atmos Energy

395 hedge funds and large institutions have $6.02B invested in Atmos Energy in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 153 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

719% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $584K

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 126

14% more capital invested

Capital invested by funds: $5.27B → $6.02B (+$750M)

4% more funds holding

Funds holding: 381395 (+14)

1.58% more ownership

Funds ownership: 71.01%72.59% (+1.6%)

Holders
395
Holders Change
+14
Holders Change %
+3.67%
% of All Funds
10.54%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
40
Increased
153
Reduced
126
Closed
22
Calls
$4.78M
Puts
$584K
Net Calls
+$4.2M
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
126
Phocas Financial Corp
California
$4.83M -$99.9K -1,347 -2%
Korea Investment Corp
127
Korea Investment Corp
South Korea
$4.71M +$1.79M +24,200 +72%
HMS
128
Hanseatic Management Services
New Mexico
$4.51M -$271K -3,653 -6%
FDS
129
First Dallas Securities
Texas
$4.47M -$612K -8,260 -13%
EIP
130
Energy Income Partners
Connecticut
$4.39M -$39M -525,655 -91%
Federated Hermes
131
Federated Hermes
Pennsylvania
$4.34M -$9.38M -126,466 -70%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$4.27M +$18.5K +250 +0.5%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$4.05M +$1.5M +20,291 +69%
EVM
134
Eaton Vance Management
Massachusetts
$3.94M
DILH
135
Dai-ichi Life Holdings
Japan
$3.84M -$1.51M -20,357 -30%
MSA
136
Mason Street Advisors
Wisconsin
$3.79M +$162K +2,189 +5%
TT
137
Tiedemann Trust
Delaware
$3.78M -$896K -12,080 -21%
PAA
138
Peregrine Asset Advisers
Oregon
$3.7M +$3.38M +45,541 New
EIA
139
Edgemoor Investment Advisors
Maryland
$3.69M
CCS
140
Crosspoint Capital Strategies
California
$3.69M +$94.2K +1,270 +3%
MERSOM
141
Municipal Employees' Retirement System of Michigan
Michigan
$3.68M +$836K +11,270 +33%
AL
142
AJO LP
Pennsylvania
$3.67M -$189K -2,545 -5%
DIA
143
Denver Investment Advisors
Colorado
$3.66M -$178K -2,400 -5%
LMGAM
144
Liberty Mutual Group Asset Management
Massachusetts
$3.6M +$299K +4,038 +10%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$3.54M +$111K +1,491 +4%
TCOV
146
Trust Company of Vermont
Vermont
$3.52M -$45.1K -608 -1%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$3.52M -$2.74K -37 -0.1%
Stifel Financial
148
Stifel Financial
Missouri
$3.5M -$17.7K -239 -0.6%
ASRS
149
Arizona State Retirement System
Arizona
$3.45M -$697K -9,400 -18%
SOMRS
150
State of Michigan Retirement System
Michigan
$3.33M +$22.2K +300 +0.7%

ATO Hedge Fund Activity: Q2 2016 in Review

395 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2016, worth a combined $6.02B — up 14% from $5.27B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ATO positions and 22 closed out — a net gain of 18 holders — while 153 added to existing stakes and 126 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $33.5M. The largest seller was Energy Income Partners, cutting an estimated $39M.

  • 395 institutional investors held Atmos Energy (ATO) as of Q2 2016, up from 381 in Q1 2016.
  • Funds reported $6.02B of Atmos Energy stock for Q2 2016, up 14% quarter-over-quarter.
  • 40 funds opened new Atmos Energy positions in Q2 2016 and 22 closed out, a net change of +18 holders.
  • The largest Atmos Energy buyer in Q2 2016 was Janus Henderson Investors US, an estimated $33.5M added.
  • The largest Atmos Energy seller in Q2 2016 was Energy Income Partners, an estimated $39M sold.

Based on aggregated 13F filings for Q2 2016.