We are live on ! Find out more
ATO icon

Atmos Energy

313 hedge funds and large institutions have $4.04B invested in Atmos Energy in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

16% more capital invested

Capital invested by funds: $3.49B → $4.04B (+$549M)

1.1% more ownership

Funds ownership: 68.25%69.36% (+1.1%)

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0% more funds holding

Funds holding: 313313 (0)

4% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 107

9% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $1.19M

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
8.74%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.14%
New
30
Increased
103
Reduced
107
Closed
29
Calls
$1.08M
Puts
$1.19M
Net Calls
-$110K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$482M +$11.6M +210,370 +3%
State Street
2
State Street
Massachusetts
$423M -$2.43M -44,250 -0.6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$279M +$185M +3,370,606 +236%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$232M +$26.8M +487,073 +14%
BFA
5
BlackRock Fund Advisors
California
$191M +$291K +5,301 +0.2%
BIT
6
BlackRock Institutional Trust
California
$169M -$1.79M -32,642 -1%
SI
7
Scout Investments
Missouri
$118M +$41.2M +750,728 +59%
American Century Companies
8
American Century Companies
Missouri
$91.7M -$3.37M -61,396 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$73.2M -$1.2M -21,767 -2%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$68.5M -$576K -10,488 -0.9%
Victory Capital Management
11
Victory Capital Management
Texas
$66.9M +$2.99M +54,374 +5%
Cohen & Steers
12
Cohen & Steers
New York
$64.1M +$6.89M +125,504 +13%
Norges Bank
13
Norges Bank
Norway
$63.6M -$27.5K -500 -0%
SAM
14
Silvercrest Asset Management
New York
$61.6M -$313K -5,702 -0.5%
EIP
15
Energy Income Partners
Connecticut
$58.6M +$3.89M +70,779 +8%
CBOA
16
Commonwealth Bank of Australia
Australia
$57.2M -$40.6M -738,877 -43%
HAI
17
Hennessy Advisors Inc
California
$55.5M -$13.8M -251,052 -21%
SWA
18
SFMG Wealth Advisors
Texas
$55.2M +$5.27K +96 +0%
Adage Capital Partners
19
Adage Capital Partners
Massachusetts
$52.4M -$13.7M -250,000 -22%
Northern Trust
20
Northern Trust
Illinois
$50.2M -$1.79M -32,647 -4%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$43.7M -$1.15M -20,883 -3%
Bank of America
22
Bank of America
North Carolina
$39.7M -$1.99M -36,277 -5%
Goldman Sachs
23
Goldman Sachs
New York
$37M +$4.99M +90,868 +17%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$36M +$8.53M +155,191 +33%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$34.7M +$434K +7,895 +1%

ATO Hedge Fund Activity: Q3 2015 in Review

313 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2015, worth a combined $4.04B — up 16% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ATO positions and 29 closed out — a net gain of 1 holder — while 103 added to existing stakes and 107 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was Systematic Financial Management, cutting an estimated $94.8M.

  • 313 institutional investors held Atmos Energy (ATO) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $4.04B of Atmos Energy stock for Q3 2015, up 16% quarter-over-quarter.
  • 30 funds opened new Atmos Energy positions in Q3 2015 and 29 closed out, a net change of +1 holder.
  • The largest Atmos Energy buyer in Q3 2015 was T. Rowe Price Associates, an estimated $185M added.
  • The largest Atmos Energy seller in Q3 2015 was Systematic Financial Management, an estimated $94.8M sold.

Based on aggregated 13F filings for Q3 2015.