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Atmos Energy

469 hedge funds and large institutions have $8.51B invested in Atmos Energy in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 178 increasing their positions, 129 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $760K

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

38% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 129

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

9% more capital invested

Capital invested by funds: $7.8B → $8.51B (+$708M)

4.42% more ownership

Funds ownership: 75.13%79.55% (+4.4%)

4% more funds holding

Funds holding: 452469 (+17)

Holders
469
Holders Change
+17
Holders Change %
+3.76%
% of All Funds
10.45%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
68
Increased
178
Reduced
129
Closed
45
Calls
$3.51M
Puts
$760K
Net Calls
+$2.75M
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
251
Anchor Investment Management
South Carolina
$950K +$9.56K +100 +1%
TH
252
TCTC Holdings
Texas
$946K
Skandinaviska Enskilda Banken (SEB)
253
Skandinaviska Enskilda Banken (SEB)
Sweden
$938K -$324K -3,395 -25%
ADMI
254
Albert D. Mason Inc
Massachusetts
$914K -$15.3K -160 -2%
LIA
255
LS Investment Advisors
Michigan
$857K -$71.8K -751 -8%
NCM
256
Novare Capital Management
North Carolina
$844K
JG
257
Jefferies Group
New York
$844K +$277K +2,895 +47%
LTFS
258
Ladenburg Thalmann Financial Services
Florida
$832K +$5.64K +59 +0.7%
BA
259
Bridgewater Associates
Connecticut
$822K +$848K +8,869 New
MSL
260
Mackay Shields LLC
New York
$816K +$841K +8,796 New
SG Americas Securities
261
SG Americas Securities
New York
$796K -$486K -5,085 -37%
RC
262
RegentAtlantic Capital
New Jersey
$787K -$9.65K -101 -1%
SAM
263
Shell Asset Management
Netherlands
$722K
SCM
264
Shelton Capital Management
Colorado
$720K
FWM
265
Frontier Wealth Management
Missouri
$700K +$96 +1 +0%
VIA
266
Vident Investment Advisory
Georgia
$682K -$483K -5,057 -41%
SLA
267
Silver Lake Advisory
Utah
$674K
WG
268
Winton Group
United Kingdom
$671K -$246K -2,570 -26%
BA
269
Boston Advisors
Massachusetts
$638K +$96 +1 +0%
AG
270
Advisor Group
Arizona
$625K -$52.9K -553 -8%
Envestnet Asset Management
271
Envestnet Asset Management
Illinois
$622K +$641K +6,704 New
SMDAM
272
Sumitomo Mitsui DS Asset Management
Japan
$621K
SO
273
STRS Ohio
Ohio
$619K +$515K +5,389 +417%
ACM
274
Allred Capital Management
Texas
$600K +$619K +6,475 New
William Blair & Company
275
William Blair & Company
Illinois
$599K +$33.8K +354 +6%

ATO Hedge Fund Activity: Q4 2018 in Review

469 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2018, worth a combined $8.51B — up 9.1% from $7.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new ATO positions and 45 closed out — a net gain of 23 holders — while 178 added to existing stakes and 129 trimmed.

The largest buyer was BlackRock, adding an estimated $215M. The largest seller was T. Rowe Price Associates, cutting an estimated $76.9M.

  • 469 institutional investors held Atmos Energy (ATO) as of Q4 2018, up from 452 in Q3 2018.
  • Funds reported $8.51B of Atmos Energy stock for Q4 2018, up 9.1% quarter-over-quarter.
  • 68 funds opened new Atmos Energy positions in Q4 2018 and 45 closed out, a net change of +23 holders.
  • The largest Atmos Energy buyer in Q4 2018 was BlackRock, an estimated $215M added.
  • The largest Atmos Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2018.