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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
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$1.27M +$96.7K +2,100 +8%
ANB
152
Amarillo National Bank
Texas
$1.26M +$25.3K +550 +2%
T. Rowe Price Associates
153
T. Rowe Price Associates
Maryland
$1.25M +$82.9K +1,800 +7%
BF
154
BOK Financial
Oklahoma
$1.21M +$956K +20,752 +423%
ACI
155
Advance Capital I
Michigan
$1.18M +$520K +11,300 +82%
CAN
156
Cetera Advisor Networks
California
$1.16M -$518K -11,244 -31%
IRF
157
IBM Retirement Fund
New York
$1.15M -$511K -11,092 -32%
SCM
158
Sterling Capital Management
North Carolina
$1.13M +$1.1M +23,986 New
Los Angeles Capital Management
159
Los Angeles Capital Management
California
$1.08M – – –
Lord, Abbett & Co
160
Lord, Abbett & Co
New Jersey
$1.07M +$1.05M +22,700 New
PA
161
Profund Advisors
Maryland
$1.07M +$174K +3,787 +20%
EWA
162
Exencial Wealth Advisors
Oklahoma
$1.07M -$120K -2,605 -11%
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$1.05M +$856K +18,583 +924%
LPL Financial
164
LPL Financial
California
$1.04M -$115K -2,497 -10%
US Bancorp
165
US Bancorp
Minnesota
$1.02M -$215K -4,673 -18%
SG Americas Securities
166
SG Americas Securities
New York
$1.02M +$332K +7,199 +50%
SCM
167
Stevens Capital Management
Pennsylvania
$1.01M -$1.91M -41,469 -66%
HI
168
HBK Investments
Texas
$980K +$958K +20,800 New
HFS
169
HL Financial Services
Kentucky
$966K +$145K +3,149 +18%
MSTVIM
170
Messner & Smith Theme Value Investment Management
California
$944K +$275K +5,971 +42%
WA
171
WFG Advisors
Texas
$897K -$1.56M -33,884 -64%
WTC
172
WhitTier Trust Company
Nevada
$856K +$218K +4,741 +35%
SCA
173
SAC Capital Advisors
Connecticut
$852K +$236K +5,118 +40%
URS
174
Utah Retirement Systems
Utah
$841K +$78.3K +1,700 +11%
Tudor Investment Corp
175
Tudor Investment Corp
Connecticut
$813K +$794K +17,245 New
5 6
7
8 9

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.