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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
TYCC
151
Texas Yale Capital Corp
Florida
$2.69M – – –
LMGAM
152
Liberty Mutual Group Asset Management
Massachusetts
$2.69M -$54.1K -615 -2%
BG
153
Bahl & Gaynor
Ohio
$2.68M +$1.36M +15,428 +97%
GIBU
154
Gulf International Bank (UK)
United Kingdom
$2.67M – – –
CIM
155
Castleton Investment Management
Connecticut
$2.62M +$88K +1,000 +3%
PAM
156
Panagora Asset Management
Massachusetts
$2.52M +$249K +2,829 +11%
PP
157
Paloma Partners
Connecticut
$2.46M +$821K +9,339 +48%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$2.42M -$225K -2,557 -8%
LSERS
159
Louisiana State Employees Retirement System
Louisiana
$2.4M -$26.4K -300 -1%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$2.3M +$362K +4,112 +18%
SEC
161
Seven Eight Capital
New York
$2.25M +$1.88M +21,400 +446%
NMERB
162
New Mexico Educational Retirement Board
New Mexico
$2.25M +$2.3M +26,200 New
Pacer Advisors
163
Pacer Advisors
Pennsylvania
$2.25M +$658K +7,481 +40%
ANB
164
Amarillo National Bank
Texas
$2.22M – – –
FWIA
165
Fort Washington Investment Advisors
Ohio
$2.2M -$101K -1,150 -4%
DBG
166
De Burlo Group
Massachusetts
$2.18M – – –
US Bancorp
167
US Bancorp
Minnesota
$2.16M -$409K -4,652 -16%
State of New Jersey Common Pension Fund D
168
State of New Jersey Common Pension Fund D
New Jersey
$2.15M – – –
SHA
169
Shelter Harbor Advisors
Connecticut
$2.15M +$2.2M +25,000 New
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$2.08M +$137K +1,555 +7%
FDS
171
First Dallas Securities
Texas
$2.08M -$32.4K -368 -1%
Barclays
172
Barclays
United Kingdom
$2.04M -$3.31M -37,645 -61%
TRSOTSOK
173
Teachers Retirement System of the State of Kentucky
Kentucky
$1.96M – – –
DZ Bank
174
DZ Bank
Germany
$1.89M +$1.94M +22,048 New
Marshall Wace
175
Marshall Wace
United Kingdom
$1.88M +$675K +7,678 +54%
5 6
7
8 9

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.