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Atmos Energy

340 hedge funds and large institutions have $4.43B invested in Atmos Energy in 2015 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 22

106% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $787K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $4.04B → $4.43B (+$388M)

9% more funds holding

Funds holding: 313340 (+27)

6% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 108

0.54% more ownership

Funds ownership: 69.36%69.89% (+0.54%)

Holders
340
Holders Change
+27
Holders Change %
+8.63%
% of All Funds
8.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
53
Increased
115
Reduced
108
Closed
22
Calls
$1.63M
Puts
$787K
Net Calls
+$838K
Net Calls Change
+$948K
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
201
WhitTier Trust Company
Nevada
$729K -$162K -2,641 -19%
JHIU
202
Janus Henderson Investors US
Colorado
$725K +$129K +2,100 +22%
O
203
OppenheimerFunds
New York
$720K +$701K +11,414 New
BG
204
Bahl & Gaynor
Ohio
$715K +$13.5K +220 +2%
AB
205
Amalgamated Bank
New York
$704K -$45.1K -734 -6%
SF
206
Synovus Financial
Georgia
$667K
RJA
207
Raymond James & Associates
Florida
$664K +$648K +10,537 New
HIS
208
Horizon Investment Services
Indiana
$643K +$65.1K +1,059 +12%
SFP
209
Santa Fe Partners
New Mexico
$633K +$617K +10,036 New
Truist Financial
210
Truist Financial
North Carolina
$628K +$115K +1,870 +23%
RC
211
RegentAtlantic Capital
New Jersey
$616K +$35.6K +579 +6%
Credit Agricole
212
Credit Agricole
France
$613K
SCM
213
Shelton Capital Management
Colorado
$606K
CBOA
214
Commonwealth Bank of Australia
Australia
$600K -$59.8M -973,607 -99%
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$588K -$188K -3,056 -25%
Creative Planning
216
Creative Planning
Kansas
$583K +$42.2K +687 +8%
BOH
217
Bank of Hawaii
Hawaii
$562K +$94.3K +1,535 +21%
Citadel Advisors
218
Citadel Advisors
Florida
$549K -$218K -3,553 -29%
BNP Paribas Asset Management
219
BNP Paribas Asset Management
France
$545K +$532K +8,651 New
UB
220
UMB Bank
Missouri
$502K +$17.3K +282 +4%
DWA
221
Dorsey Wright & Associates
California
$488K +$476K +7,743 New
PL
222
Parkwood LLC
Ohio
$478K +$466K +7,575 New
FMA
223
Fiduciary Management Associates
Illinois
$476K -$53.8K -875 -10%
PCM
224
Prelude Capital Management
New York
$471K +$442K +7,200 +2,618%
MCM
225
Murphy Capital Management
New Jersey
$464K -$9.22K -150 -2%

ATO Hedge Fund Activity: Q4 2015 in Review

340 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2015, worth a combined $4.43B — up 9.6% from $4.04B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ATO positions and 22 closed out — a net gain of 31 holders — while 115 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.7M. The largest seller was Nordea Investment Management, cutting an estimated $65.4M.

  • 340 institutional investors held Atmos Energy (ATO) as of Q4 2015, up from 313 in Q3 2015.
  • Funds reported $4.43B of Atmos Energy stock for Q4 2015, up 9.6% quarter-over-quarter.
  • 53 funds opened new Atmos Energy positions in Q4 2015 and 22 closed out, a net change of +31 holders.
  • The largest Atmos Energy buyer in Q4 2015 was Fidelity Investments, an estimated $29.7M added.
  • The largest Atmos Energy seller in Q4 2015 was Nordea Investment Management, an estimated $65.4M sold.

Based on aggregated 13F filings for Q4 2015.