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Atmos Energy

388 hedge funds and large institutions have $6.31B invested in Atmos Energy in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 138 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $2.13M | Put options by funds: $630K

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more capital invested

Capital invested by funds: $5.95B → $6.31B (+$358M)

2% more funds holding

Funds holding: 381388 (+7)

5% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 132

0.6% more ownership

Funds ownership: 71.61%72.21% (+0.6%)

Holders
388
Holders Change
+7
Holders Change %
+1.84%
% of All Funds
9.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
40
Increased
138
Reduced
132
Closed
30
Calls
$2.13M
Puts
$630K
Net Calls
+$1.5M
Net Calls Change
-$205K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$852M +$12.4M +150,691 +1%
BlackRock
2
BlackRock
New York
$799M +$20.9M +255,277 +3%
State Street
3
State Street
Massachusetts
$539M -$22M -267,602 -4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$397M +$88.1M +1,073,580 +29%
American Century Companies
5
American Century Companies
Missouri
$221M -$6.16M -75,140 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$217M -$14.6M -178,264 -6%
Victory Capital Management
7
Victory Capital Management
Texas
$126M -$8.41M -102,505 -6%
Goldman Sachs
8
Goldman Sachs
New York
$115M -$18.3M -223,506 -14%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$114M +$1.92M +23,431 +2%
Cohen & Steers
10
Cohen & Steers
New York
$101M +$2.81M +34,307 +3%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$93.6M +$16.9M +205,735 +22%
SWA
12
SFMG Wealth Advisors
Texas
$89.4M +$1.28M +15,547 +1%
MAM
13
Magellan Asset Management
Australia
$88M +$5.16M +62,854 +6%
Jennison Associates
14
Jennison Associates
New York
$86.1M +$380K +4,628 +0.4%
Northern Trust
15
Northern Trust
Illinois
$79.8M +$110K +1,335 +0.1%
HAI
16
Hennessy Advisors Inc
California
$71M -$2.6M -31,650 -4%
Prudential Financial
17
Prudential Financial
New Jersey
$69.6M +$7.81M +95,248 +13%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$69M +$1.96M +23,951 +3%
DPIM
19
Duff & Phelps Investment Management
Illinois
$58.5M +$2.37M +28,885 +4%
SI
20
Scout Investments
Missouri
$53.3M -$14.5M -176,896 -22%
Morgan Stanley
21
Morgan Stanley
New York
$51.2M +$1.87M +22,834 +4%
AQR Capital Management
22
AQR Capital Management
Connecticut
$49.9M -$9.68M -118,025 -16%
Norges Bank
23
Norges Bank
Norway
$47.6M +$2.99M +36,489 +7%
Bank of America
24
Bank of America
North Carolina
$45.5M -$1.76M -21,460 -4%
CS
25
Credit Suisse
Switzerland
$42.9M -$4.15M -50,604 -9%

ATO Hedge Fund Activity: Q2 2017 in Review

388 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2017, worth a combined $6.31B — up 6% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ATO positions and 30 closed out — a net gain of 10 holders — while 138 added to existing stakes and 132 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $88.1M. The largest seller was State Street, cutting an estimated $22M.

  • 388 institutional investors held Atmos Energy (ATO) as of Q2 2017, up from 381 in Q1 2017.
  • Funds reported $6.31B of Atmos Energy stock for Q2 2017, up 6% quarter-over-quarter.
  • 40 funds opened new Atmos Energy positions in Q2 2017 and 30 closed out, a net change of +10 holders.
  • The largest Atmos Energy buyer in Q2 2017 was T. Rowe Price Associates, an estimated $88.1M added.
  • The largest Atmos Energy seller in Q2 2017 was State Street, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2017.