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Atmos Energy

398 hedge funds and large institutions have $5.58B invested in Atmos Energy in 2016 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 127 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $816K

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

6% more funds holding

Funds holding: 377398 (+21)

2% more capital invested

Capital invested by funds: $5.48B → $5.58B (+$99.1M)

0.35% more ownership

Funds ownership: 71.27%71.62% (+0.35%)

5% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 133

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
398
Holders Change
+21
Holders Change %
+5.57%
% of All Funds
9.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
61
Increased
127
Reduced
133
Closed
34
Calls
$2.39M
Puts
$816K
Net Calls
+$1.57M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$698M +$30M +415,022 +5%
State Street
2
State Street
Massachusetts
$489M +$21.9M +303,055 +5%
BFA
3
BlackRock Fund Advisors
California
$312M +$18.8M +260,219 +7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$272M +$4.02M +55,655 +2%
BIT
5
BlackRock Institutional Trust
California
$256M +$26.3M +364,044 +12%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$212M -$27.2M -376,218 -12%
American Century Companies
7
American Century Companies
Missouri
$171M +$20.8M +287,590 +14%
Bank of America
8
Bank of America
North Carolina
$143M +$89.7M +1,241,954 +181%
Goldman Sachs
9
Goldman Sachs
New York
$133M -$25.4M -351,809 -16%
Victory Capital Management
10
Victory Capital Management
Texas
$118M +$24M +332,688 +27%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$94.7M +$1.04M +14,331 +1%
SI
12
Scout Investments
Missouri
$93.5M -$12.9M -179,274 -12%
Cohen & Steers
13
Cohen & Steers
New York
$88.4M -$13.7M -190,225 -14%
SWA
14
SFMG Wealth Advisors
Texas
$78.7M +$2.45M +33,871 +3%
Jennison Associates
15
Jennison Associates
New York
$76.6M +$3.3M +45,713 +5%
Northern Trust
16
Northern Trust
Illinois
$69.4M -$835K -11,567 -1%
HAI
17
Hennessy Advisors Inc
California
$62.9M -$41.5M -574,400 -40%
AQR Capital Management
18
AQR Capital Management
Connecticut
$58M +$8.06M +111,534 +17%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$55.2M +$3.9M +53,943 +8%
Norges Bank
20
Norges Bank
Norway
$49.3M -$6.28M -87,005 -12%
Principal Financial Group
21
Principal Financial Group
Iowa
$48M -$4.27M -59,148 -8%
Millennium Management
22
Millennium Management
New York
$46.5M -$4.62M -63,991 -9%
MAM
23
Magellan Asset Management
Australia
$45.9M +$1.83M +25,313 +4%
WHRC
24
W.H. Reaves & Co
New Jersey
$45M +$22.7M +313,959 +107%
Morgan Stanley
25
Morgan Stanley
New York
$43.9M +$12.5M +173,044 +41%

ATO Hedge Fund Activity: Q4 2016 in Review

398 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2016, worth a combined $5.58B — up 1.8% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ATO positions and 34 closed out — a net gain of 27 holders — while 127 added to existing stakes and 133 trimmed.

The largest buyer was Bank of America, adding an estimated $89.7M. The largest seller was Hennessy Advisors Inc, cutting an estimated $41.5M.

  • 398 institutional investors held Atmos Energy (ATO) as of Q4 2016, up from 377 in Q3 2016.
  • Funds reported $5.58B of Atmos Energy stock for Q4 2016, up 1.8% quarter-over-quarter.
  • 61 funds opened new Atmos Energy positions in Q4 2016 and 34 closed out, a net change of +27 holders.
  • The largest Atmos Energy buyer in Q4 2016 was Bank of America, an estimated $89.7M added.
  • The largest Atmos Energy seller in Q4 2016 was Hennessy Advisors Inc, an estimated $41.5M sold.

Based on aggregated 13F filings for Q4 2016.