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Atmos Energy

269 hedge funds and large institutions have $2.55B invested in Atmos Energy in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.36B → $2.55B (+$191M)

3.52% more ownership

Funds ownership: 63.43%66.96% (+3.5%)

4% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 98

2% less funds holding

Funds holding: 274269 (-5)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
269
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
8.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
25
Increased
102
Reduced
98
Closed
28
Calls
$247K
Puts
Net Calls
+$247K
Net Calls Change
+$473K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$301M +$58.2M +1,378,317 +24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M +$15.8M +374,112 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$211M +$2.3M +54,494 +1%
SFM
4
Systematic Financial Management
New Jersey
$128M +$127M +3,001,076 New
AllianceBernstein
5
AllianceBernstein
Tennessee
$111M +$10.2M +241,822 +10%
BFA
6
BlackRock Fund Advisors
California
$101M +$3.98M +94,295 +4%
BIT
7
BlackRock Institutional Trust
California
$100M -$2.38M -56,426 -2%
Principal Financial Group
8
Principal Financial Group
Iowa
$51.9M +$15.4M +365,674 +43%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$51.5M +$4.17M +98,850 +9%
VNIM
10
Vaughan Nelson Investment Management
Texas
$45.7M +$2.12M +50,275 +5%
Victory Capital Management
11
Victory Capital Management
Texas
$44.3M +$43.9M +1,039,200 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$44.2M -$3.97M -94,106 -8%
CBOA
13
Commonwealth Bank of Australia
Australia
$43.2M -$13.4M -316,285 -24%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$42M +$3.65M +86,515 +10%
JP Morgan Chase
15
JP Morgan Chase
New York
$31.8M -$9.85M -233,222 -24%
Norges Bank
16
Norges Bank
Norway
$31.8M
SWA
17
SFMG Wealth Advisors
Texas
$31.7M +$1.03M +24,447 +3%
Northern Trust
18
Northern Trust
Illinois
$30.9M +$1.02M +24,194 +3%
LCP
19
Lombardia Capital Partners
California
$28.3M +$1.53M +36,287 +6%
HAI
20
Hennessy Advisors Inc
California
$27.8M +$3.29M +77,900 +14%
CC
21
Chubb Corp
New Jersey
$26.4M
Ameriprise
22
Ameriprise
Minnesota
$25.1M +$3.83M +90,800 +18%
SAM
23
Silvercrest Asset Management
New York
$22.4M +$418K +9,901 +2%
Bank of America
24
Bank of America
North Carolina
$21.1M -$997K -23,612 -5%
EIP
25
Energy Income Partners
Connecticut
$20.1M +$77.5K +1,836 +0.4%