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Atmos Energy
ATO

310 hedge funds and large institutions have $3.77B invested in Atmos Energy in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $669K

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

15% more capital invested

Capital invested by funds: $3.27B → $3.77B (+$495M)

1% more funds holding

Funds holding: 306 → 310 (+4)

1.37% less ownership

Funds ownership: 69.2% → 67.84% (-1.4%)

18% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 113

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
310
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
39
Increased
93
Reduced
113
Closed
32
Calls
$3.31M
Puts
$669K
Net Calls
+$2.64M
Net Calls Change
+$2.29M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$73.8M
2
American Century Companies
American Century Companies
Missouri
+$32.5M
3
LM
Luminus Management
Texas
+$19.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$19.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$18.2M

Top Sellers

1
SI
Scout Investments
Missouri
-$64M
2
SFM
Systematic Financial Management
New Jersey
-$62.9M
3
State Street
State Street
Massachusetts
-$33.2M
4
IA
Icon Advisers
Colorado
-$18.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
1
State Street
Massachusetts
$396M -$33.2M -631,397 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$376M +$12.1M +229,320 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$224M -$17.8M -337,630 -8%
BFA
4
BlackRock Fund Advisors
California
$174M +$10.3M +195,080 +7%
SI
5
Scout Investments
Missouri
$165M -$64M -1,214,631 -29%
BIT
6
BlackRock Institutional Trust
California
$152M +$1.09M +20,785 +0.8%
SFM
7
Systematic Financial Management
New Jersey
$150M -$62.9M -1,194,742 -31%
American Century Companies
8
American Century Companies
Missouri
$97.4M +$32.5M +617,239 +55%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$94.6M +$19.5M +370,688 +28%
AllianceBernstein
10
AllianceBernstein
Tennessee
$87.4M -$17.4M -329,648 -17%
Deutsche Bank
11
Deutsche Bank
Germany
$86M +$73.8M +1,401,133 +986%
CBOA
12
Commonwealth Bank of Australia
Australia
$75.7M -$5.1M -96,804 -7%
HAI
13
Hennessy Advisors Inc
California
$69.8M -$1.05M -20,000 -2%
LM
14
Luminus Management
Texas
$66.8M +$19.6M +371,623 +45%
SAM
15
Silvercrest Asset Management
New York
$60M -$511K -9,702 -0.9%
Victory Capital Management
16
Victory Capital Management
Texas
$54.3M -$7.42M -141,000 -13%
SWA
17
SFMG Wealth Advisors
Texas
$50.8M +$3.43M +65,065 +8%
Northern Trust
18
Northern Trust
Illinois
$49.7M -$3.57M -67,770 -7%
EIP
19
Energy Income Partners
Connecticut
$47.2M -$985K -18,709 -2%
Norges Bank
20
Norges Bank
Norway
$44.7M +$984K +18,678 +2%
Bank of America
21
Bank of America
North Carolina
$44.3M +$10.5M +199,806 +34%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$44.3M -$6.2M -117,773 -13%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$35.9M +$3.8M +72,171 +13%
CC
24
Chubb Corp
New Jersey
$34.6M – – –
Federated Hermes
25
Federated Hermes
Pennsylvania
$31.6M +$4.48M +85,164 +18%
1
2 3 4 5

ATO Hedge Fund Activity: Q4 2014 in Review

310 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2014, worth a combined $3.77B — up 15% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ATO positions and 32 closed out — a net gain of 7 holders — while 93 added to existing stakes and 113 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $73.8M. The largest seller was Scout Investments, cutting an estimated $64M.

  • 310 institutional investors held Atmos Energy (ATO) as of Q4 2014, up from 306 in Q3 2014.
  • Funds reported $3.77B of Atmos Energy stock for Q4 2014, up 15% quarter-over-quarter.
  • 39 funds opened new Atmos Energy positions in Q4 2014 and 32 closed out, a net change of +7 holders.
  • The largest Atmos Energy buyer in Q4 2014 was Deutsche Bank, an estimated $73.8M added.
  • The largest Atmos Energy seller in Q4 2014 was Scout Investments, an estimated $64M sold.

Based on aggregated 13F filings for Q4 2014.