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Atmos Energy

313 hedge funds and large institutions have $3.49B invested in Atmos Energy in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 108 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% more funds holding

Funds holding: 313313 (0)

0% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 108

0.62% less ownership

Funds ownership: 68.87%68.25% (-0.62%)

9% less call options, than puts

Call options by funds: $877K | Put options by funds: $968K

8% less capital invested

Capital invested by funds: $3.8B → $3.49B (-$301M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
8.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
28
Increased
108
Reduced
108
Closed
26
Calls
$877K
Puts
$968K
Net Calls
-$91K
Net Calls Change
-$744K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$414M +$12.1M +224,895 +3%
State Street
2
State Street
Massachusetts
$375M -$12.2M -228,020 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$179M +$25M +466,075 +15%
BFA
4
BlackRock Fund Advisors
California
$168M +$11.4M +213,571 +7%
BIT
5
BlackRock Institutional Trust
California
$151M +$3.22M +60,141 +2%
SFM
6
Systematic Financial Management
New Jersey
$95.9M -$11.5M -214,396 -10%
CBOA
7
Commonwealth Bank of Australia
Australia
$88.3M +$2.46M +45,832 +3%
American Century Companies
8
American Century Companies
Missouri
$84M +$600K +11,201 +0.7%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$73.3M +$62.2M +1,161,712 +434%
SI
10
Scout Investments
Missouri
$65.6M -$50.4M -940,256 -42%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$65.6M -$3.73M -69,675 -5%
HAI
12
Hennessy Advisors Inc
California
$61.8M -$1.03M -19,166 -2%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$60.9M -$1.8M -33,612 -3%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$59M +$29.5M +550,000 +92%
Victory Capital Management
15
Victory Capital Management
Texas
$56.1M -$4.77M -88,987 -8%
Norges Bank
16
Norges Bank
Norway
$56.1M +$13.4M +251,000 +30%
SAM
17
Silvercrest Asset Management
New York
$54.6M -$1.96M -36,632 -3%
Cohen & Steers
18
Cohen & Steers
New York
$50.1M -$3.86M -71,992 -7%
SWA
19
SFMG Wealth Advisors
Texas
$48.7M -$53.6M -1,001,078 -51%
EIP
20
Energy Income Partners
Connecticut
$48.1M +$6.46M +120,538 +15%
Northern Trust
21
Northern Trust
Illinois
$45.9M -$8.52K -159 -0%
LM
22
Luminus Management
Texas
$45.3M +$9.81M +183,000 +26%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$39.6M -$1.2M -22,343 -3%
Bank of America
24
Bank of America
North Carolina
$36.9M -$1.65M -30,868 -4%
Morgan Stanley
25
Morgan Stanley
New York
$34.5M +$15.2M +284,407 +73%

ATO Hedge Fund Activity: Q2 2015 in Review

313 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2015, worth a combined $3.49B — down 7.9% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ATO positions and 26 closed out — a net gain of 2 holders — while 108 added to existing stakes and 108 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $62.2M. The largest seller was Deutsche Bank, cutting an estimated $87.3M.

  • 313 institutional investors held Atmos Energy (ATO) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $3.49B of Atmos Energy stock for Q2 2015, down 7.9% quarter-over-quarter.
  • 28 funds opened new Atmos Energy positions in Q2 2015 and 26 closed out, a net change of +2 holders.
  • The largest Atmos Energy buyer in Q2 2015 was T. Rowe Price Associates, an estimated $62.2M added.
  • The largest Atmos Energy seller in Q2 2015 was Deutsche Bank, an estimated $87.3M sold.

Based on aggregated 13F filings for Q2 2015.