Atmos Energy
269 hedge funds and large institutions have $2.58B invested in Atmos Energy in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 102 increasing their positions, 97 reducing their positions, and 28 closing their positions.
10% more capital invested
Capital invested by funds: $2.36B → $2.58B (+$226M)
3.53% more ownership
Funds ownership: 63.43% → 66.96% (+3.5%)
5% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 97
2% less funds holding
Funds holding: 274 → 269 (-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: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$127M |
| 2 |
State Street
Boston,
Massachusetts
|
+$58.2M |
| 3 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$16M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.8M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$47.1M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
-$34.1M |
| 3 |
NAP
New Amsterdam Partners
New York
|
-$26.8M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$13.4M |
| 5 |
JP Morgan Chase
New York
|
-$9.85M |
ATO Hedge Fund Activity: Q3 2013 in Review
269 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2013, worth a combined $2.58B — up 9.6% from $2.36B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of ATO and 25 opened new positions — a net loss of 3 holders — while 97 trimmed existing stakes and 102 added.
The largest buyer was Systematic Financial Management, opening a new position worth an estimated $127M. The largest seller was Deutsche Bank, cutting an estimated $47.1M.
- 269 institutional investors held Atmos Energy (ATO) as of Q3 2013, down from 274 in Q2 2013.
- Funds reported $2.58B of Atmos Energy stock for Q3 2013, up 9.6% quarter-over-quarter.
- 25 funds opened new Atmos Energy positions in Q3 2013 and 28 closed out, a net change of -3 holders.
- The largest Atmos Energy buyer in Q3 2013 was Systematic Financial Management, an estimated $127M added.
- The largest Atmos Energy seller in Q3 2013 was Deutsche Bank, an estimated $47.1M sold.
Based on aggregated 13F filings for Q3 2013.