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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
FIM
176
Fruth Investment Management
Texas
$796K – – –
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$796K +$22.4K +486 +3%
Mackenzie Financial
178
Mackenzie Financial
Ontario, Canada
$792K – – –
ACM
179
Argentus Capital Management
Texas
$752K -$25.2K -548 -3%
MHI
180
Miller Howard Investments
New York
$748K +$102K +2,214 +16%
AA
181
ALPS Advisors
Colorado
$723K +$706K +15,335 New
AIP
182
Ameritas Investment Partners
Nebraska
$720K +$42.3K +918 +6%
FMA
183
Fiduciary Management Associates
Illinois
$688K +$672K +14,600 New
BA
184
BlackRock Advisors
Delaware
$685K +$80.5K +1,749 +14%
SAM
185
Securian Asset Management
Minnesota
$681K +$60.7K +1,319 +10%
NAM
186
North American Management
Massachusetts
$678K +$26.9K +585 +4%
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$659K +$56.5K +1,226 +10%
SB
188
Suntrust Banks
Georgia
$653K +$50.8K +1,104 +9%
ANRIA
189
American National Registered Investment Advisor
Texas
$652K – – –
SFP
190
Santa Fe Partners
New Mexico
$636K +$73.4K +1,594 +13%
ProShare Advisors
191
ProShare Advisors
Maryland
$608K -$2.45M -53,169 -80%
GVT
192
Genesee Valley Trust
New York
$601K +$186K +4,036 +46%
STC
193
SEI Trust Company
Pennsylvania
$598K +$584K +12,692 New
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$594K +$38.2K +829 +7%
Jane Street
195
Jane Street
New York
$590K -$3.13M -67,910 -84%
OA
196
OFI Advisors
Pennsylvania
$584K +$59.2K +1,285 +12%
MNBTD
197
Moody National Bank Trust Division
Texas
$581K – – –
NI
198
Numeric Investors
Massachusetts
$580K -$378K -8,200 -40%
TH
199
TCTC Holdings
Texas
$570K – – –
RC
200
RegentAtlantic Capital
New Jersey
$542K -$49.1K -1,067 -8%
6 7
8
9 10

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.