Atmos Energy
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$70.7M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
+$67.6M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
+$46.1M |
| 4 |
Neuberger Berman Group
New York
|
+$19.3M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$37.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$37M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$21.3M |
| 4 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$14.6M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$6.99M |
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.