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Atmos Energy
ATO

425 hedge funds and large institutions have $6.95B invested in Atmos Energy in 2017 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 143 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

604% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $378K

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

9% more capital invested

Capital invested by funds: $6.38B → $6.95B (+$569M)

7% more funds holding

Funds holding: 398 → 425 (+27)

1.61% more ownership

Funds ownership: 71.36% → 72.97% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 135

Holders
425
Holders Change
+27
Holders Change %
+6.78%
% of All Funds
9.64%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
67
Increased
143
Reduced
135
Closed
39
Calls
$2.66M
Puts
$378K
Net Calls
+$2.28M
Net Calls Change
+$1.32M

Top Buyers

1
ZP
Zimmer Partners
New York
+$178M
2
Deutsche Bank
Deutsche Bank
Germany
+$58.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$55M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$43M
5
BC
Brookfield Corp
Ontario, Canada
+$39.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$74M
2
NFA
Nationwide Fund Advisors
Ohio
-$24.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$20M
4
FQ
First Quadrant
California
-$17.4M
5
N
Nuveen
North Carolina
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$4.51M – – –
AIP
127
Ameritas Investment Partners
Nebraska
$4.39M +$1.03M +11,695 +30%
Balyasny Asset Management
128
Balyasny Asset Management
Illinois
$4.18M +$2.08M +23,692 +95%
EVM
129
Eaton Vance Management
Massachusetts
$4.16M – – –
TIS
130
Tortoise Index Solutions
Kansas
$4.08M +$4.18M +47,521 New
DILIC
131
Dai-ichi Life Insurance Company
Japan
$3.7M -$246K -2,793 -6%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$3.66M -$76.2K -866 -2%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$3.57M +$293K +3,337 +9%
Robeco Institutional Asset Management
134
Robeco Institutional Asset Management
Netherlands
$3.56M -$528 -6 -0%
NEI
135
Northwest & Ethical Investments
Ontario, Canada
$3.53M -$325K -3,700 -8%
RJA
136
Raymond James & Associates
Florida
$3.52M -$42.3K -481 -1%
Stifel Financial
137
Stifel Financial
Missouri
$3.47M -$3.87K -44 -0.1%
Point72 Asset Management
138
Point72 Asset Management
Connecticut
$3.44M +$3.52M +40,000 New
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$3.42M +$37.8K +430 +1%
SOMRS
140
State of Michigan Retirement System
Michigan
$3.42M -$8.79K -100 -0.3%
EIA
141
Edgemoor Investment Advisors
Maryland
$3.38M -$8.18K -93 -0.2%
CSS
142
Cubist Systematic Strategies
Connecticut
$3.34M +$952K +10,827 +39%
KeyBank National Association
143
KeyBank National Association
Ohio
$3.18M +$144K +1,632 +5%
TCOV
144
Trust Company of Vermont
Vermont
$3.03M -$146K -1,659 -4%
BCIM
145
British Columbia Investment Management
British Columbia, Canada
$3M -$3.15M -35,805 -51%
CIMLRA
146
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.9M +$1.49M +16,952 +101%
DIA
147
Denver Investment Advisors
Colorado
$2.88M -$30.8K -350 -1%
MERSOM
148
Municipal Employees' Retirement System of Michigan
Michigan
$2.75M – – –
Los Angeles Capital Management
149
Los Angeles Capital Management
California
$2.73M – – –
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$2.71M -$6M -68,175 -68%
4 5
6
7 8

ATO Hedge Fund Activity: Q4 2017 in Review

425 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2017, worth a combined $6.95B — up 8.9% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ATO positions and 39 closed out — a net gain of 28 holders — while 143 added to existing stakes and 135 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $178M. The largest seller was Victory Capital Management, cutting an estimated $74M.

  • 425 institutional investors held Atmos Energy (ATO) as of Q4 2017, up from 398 in Q3 2017.
  • Funds reported $6.95B of Atmos Energy stock for Q4 2017, up 8.9% quarter-over-quarter.
  • 67 funds opened new Atmos Energy positions in Q4 2017 and 39 closed out, a net change of +28 holders.
  • The largest Atmos Energy buyer in Q4 2017 was Zimmer Partners, an estimated $178M added.
  • The largest Atmos Energy seller in Q4 2017 was Victory Capital Management, an estimated $74M sold.

Based on aggregated 13F filings for Q4 2017.