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Atmos Energy

278 hedge funds and large institutions have $2.67B invested in Atmos Energy in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 105 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 269278 (+9)

5% more capital invested

Capital invested by funds: $2.55B → $2.67B (+$115M)

1.35% less ownership

Funds ownership: 66.96%65.6% (-1.4%)

20% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $213K

Holders
278
Holders Change
+9
Holders Change %
+3.35%
% of All Funds
8.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
32
Increased
84
Reduced
105
Closed
23
Calls
Puts
$213K
Net Calls
-$213K
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$294M -$25.9M -586,638 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$257M +$12.8M +289,410 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$229M +$3.96M +89,678 +2%
SFM
4
Systematic Financial Management
New Jersey
$138M +$1.36M +30,762 +1%
BFA
5
BlackRock Fund Advisors
California
$119M +$11.2M +254,679 +11%
AllianceBernstein
6
AllianceBernstein
Tennessee
$117M -$1.87M -42,302 -2%
BIT
7
BlackRock Institutional Trust
California
$111M +$4.27M +96,801 +4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$58.6M +$3.55M +80,404 +7%
CBOA
9
Commonwealth Bank of Australia
Australia
$54.7M +$8.43M +190,966 +19%
Principal Financial Group
10
Principal Financial Group
Iowa
$53.8M -$1.56M -35,278 -3%
VNIM
11
Vaughan Nelson Investment Management
Texas
$46.2M -$2.47M -55,925 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$46.2M -$961K -21,779 -2%
Victory Capital Management
13
Victory Capital Management
Texas
$45.9M -$1.29M -29,300 -3%
SAM
14
Silvercrest Asset Management
New York
$36.9M +$12.7M +288,308 +55%
SWA
15
SFMG Wealth Advisors
Texas
$36.8M +$2.91M +65,865 +9%
HAI
16
Hennessy Advisors Inc
California
$34M +$4.22M +95,500 +15%
Norges Bank
17
Norges Bank
Norway
$33.9M
Northern Trust
18
Northern Trust
Illinois
$33.5M +$463K +10,480 +1%
LCP
19
Lombardia Capital Partners
California
$29.5M -$628K -14,234 -2%
CC
20
Chubb Corp
New Jersey
$28.2M
Ameriprise
21
Ameriprise
Minnesota
$25.6M -$1.15M -25,945 -4%
Federated Hermes
22
Federated Hermes
Pennsylvania
$23.4M +$4.53M +102,523 +25%
Bank of America
23
Bank of America
North Carolina
$22.4M -$65.2K -1,477 -0.3%
EIP
24
Energy Income Partners
Connecticut
$20.7M -$776K -17,592 -4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$19.8M +$3.05M +69,148 +19%