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Atmos Energy

395 hedge funds and large institutions have $6.02B invested in Atmos Energy in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 153 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

719% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $584K

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 126

14% more capital invested

Capital invested by funds: $5.27B → $6.02B (+$750M)

4% more funds holding

Funds holding: 381395 (+14)

1.58% more ownership

Funds ownership: 71.01%72.59% (+1.6%)

Holders
395
Holders Change
+14
Holders Change %
+3.67%
% of All Funds
10.54%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
40
Increased
153
Reduced
126
Closed
22
Calls
$4.78M
Puts
$584K
Net Calls
+$4.2M
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ADBIC
201
A.D. Beadell Investment Counsel
Wisconsin
$1.24M -$51.9K -700 -4%
Mitsubishi UFJ Asset Management
202
Mitsubishi UFJ Asset Management
Japan
$1.2M +$37.1K +500 +4%
FIM
203
Fruth Investment Management
Texas
$1.19M -$18.5K -250 -2%
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$1.13M +$22.6K +305 +2%
ANRIA
205
American National Registered Investment Advisor
Texas
$1.11M -$14.8K -200 -1%
ZIG
206
Zurich Insurance Group
Switzerland
$1.1M
AIM
207
Anchor Investment Management
South Carolina
$1.09M -$14.8K -200 -1%
HCM
208
Hodges Capital Management
Texas
$1.06M -$128K -1,732 -12%
AB
209
Amalgamated Bank
New York
$1.06M +$114K +1,541 +13%
BNP Paribas Asset Management
210
BNP Paribas Asset Management
France
$1.02M
SAM
211
Securian Asset Management
Minnesota
$1.01M -$102K -1,376 -10%
US Bancorp
212
US Bancorp
Minnesota
$1M -$246K -3,315 -21%
MNBTD
213
Moody National Bank Trust Division
Texas
$986K -$14.8K -200 -2%
MMPW
214
Mitchell McLeod Pugh & Williams
Alabama
$979K
Nomura Asset Management
215
Nomura Asset Management
Japan
$977K
TH
216
TCTC Holdings
Texas
$951K
LIA
217
LS Investment Advisors
Michigan
$939K +$240K +3,231 +39%
Creative Planning
218
Creative Planning
Kansas
$932K +$188K +2,529 +28%
William Blair Investment Management
219
William Blair Investment Management
Illinois
$912K +$12K +162 +1%
GS
220
GAM Systematic
United Kingdom
$898K -$4.08K -55 -0.5%
BG
221
Bahl & Gaynor
Ohio
$897K -$145K -1,960 -15%
HIS
222
Horizon Investment Services
Indiana
$874K +$6.3K +85 +0.8%
SF
223
Synovus Financial
Georgia
$861K
Truist Financial
224
Truist Financial
North Carolina
$858K +$65K +876 +9%
Pacer Advisors
225
Pacer Advisors
Pennsylvania
$854K +$651K +8,777 +508%

ATO Hedge Fund Activity: Q2 2016 in Review

395 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2016, worth a combined $6.02B — up 14% from $5.27B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ATO positions and 22 closed out — a net gain of 18 holders — while 153 added to existing stakes and 126 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $33.5M. The largest seller was Energy Income Partners, cutting an estimated $39M.

  • 395 institutional investors held Atmos Energy (ATO) as of Q2 2016, up from 381 in Q1 2016.
  • Funds reported $6.02B of Atmos Energy stock for Q2 2016, up 14% quarter-over-quarter.
  • 40 funds opened new Atmos Energy positions in Q2 2016 and 22 closed out, a net change of +18 holders.
  • The largest Atmos Energy buyer in Q2 2016 was Janus Henderson Investors US, an estimated $33.5M added.
  • The largest Atmos Energy seller in Q2 2016 was Energy Income Partners, an estimated $39M sold.

Based on aggregated 13F filings for Q2 2016.