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Atmos Energy

306 hedge funds and large institutions have $3.27B invested in Atmos Energy in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $687K | Put options by funds: $334K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

2% more funds holding

Funds holding: 301306 (+5)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.73% less ownership

Funds ownership: 69.93%69.2% (-0.73%)

12% less capital invested

Capital invested by funds: $3.73B → $3.27B (-$463M)

Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
8.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
29
Increased
112
Reduced
100
Closed
22
Calls
$687K
Puts
$334K
Net Calls
+$353K
Net Calls Change
-$599K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$369M -$29.9M -598,477 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$311M +$20.3M +406,665 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$208M -$10.8M -216,956 -5%
SI
4
Scout Investments
Missouri
$199M -$6.98M -139,934 -3%
SFM
5
Systematic Financial Management
New Jersey
$185M -$30.5M -612,063 -14%
BFA
6
BlackRock Fund Advisors
California
$140M -$1.95M -39,084 -1%
BIT
7
BlackRock Institutional Trust
California
$129M -$1.74M -34,777 -1%
AllianceBernstein
8
AllianceBernstein
Tennessee
$90.5M -$707K -14,170 -0.7%
CBOA
9
Commonwealth Bank of Australia
Australia
$69.4M +$10.4M +208,756 +17%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$63.3M -$1.92M -38,535 -3%
HAI
11
Hennessy Advisors Inc
California
$60.7M +$8.46M +169,500 +15%
American Century Companies
12
American Century Companies
Missouri
$53.9M -$1.93M -38,744 -3%
Victory Capital Management
13
Victory Capital Management
Texas
$53.2M -$1.66M -33,200 -3%
SAM
14
Silvercrest Asset Management
New York
$51.8M +$1.3M +25,979 +2%
Northern Trust
15
Northern Trust
Illinois
$45.7M +$5.47M +109,669 +13%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$43.5M -$6.04M -121,105 -12%
EIP
17
Energy Income Partners
Connecticut
$41.3M +$7.9M +158,354 +22%
SWA
18
SFMG Wealth Advisors
Texas
$40.4M +$5.84K +117 +0%
LM
19
Luminus Management
Texas
$39.5M +$30.9M +619,672 +298%
Norges Bank
20
Norges Bank
Norway
$37.3M -$35.4M -710,029 -48%
CC
21
Chubb Corp
New Jersey
$29.6M
Ameriprise
22
Ameriprise
Minnesota
$28.7M -$1.55M -31,081 -5%
Bank of America
23
Bank of America
North Carolina
$28.4M +$74.5K +1,494 +0.3%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$27.3M +$2.29M +45,849 +9%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$24.3M +$103K +2,074 +0.4%

ATO Hedge Fund Activity: Q3 2014 in Review

306 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2014, worth a combined $3.27B — down 12% from $3.73B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ATO positions and 22 closed out — a net gain of 7 holders — while 112 added to existing stakes and 100 trimmed.

The largest buyer was Luminus Management, adding an estimated $30.9M. The largest seller was Norges Bank, cutting an estimated $35.4M.

  • 306 institutional investors held Atmos Energy (ATO) as of Q3 2014, up from 301 in Q2 2014.
  • Funds reported $3.27B of Atmos Energy stock for Q3 2014, down 12% quarter-over-quarter.
  • 29 funds opened new Atmos Energy positions in Q3 2014 and 22 closed out, a net change of +7 holders.
  • The largest Atmos Energy buyer in Q3 2014 was Luminus Management, an estimated $30.9M added.
  • The largest Atmos Energy seller in Q3 2014 was Norges Bank, an estimated $35.4M sold.

Based on aggregated 13F filings for Q3 2014.