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Atmos Energy

567 hedge funds and large institutions have $11.5B invested in Atmos Energy in 2019 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 194 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 42

16% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 167

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 530567 (+37)

1% more capital invested

Capital invested by funds: $11.4B → $11.5B (+$147M)

0.22% less ownership

Funds ownership: 84.5%84.29% (-0.22%)

73% less call options, than puts

Call options by funds: $5.44M | Put options by funds: $20.1M

Holders
567
Holders Change
+37
Holders Change %
+6.98%
% of All Funds
11.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
89
Increased
194
Reduced
167
Closed
42
Calls
$5.44M
Puts
$20.1M
Net Calls
-$14.7M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
251
Pacer Advisors
Pennsylvania
$1.46M +$96.8K +883 +7%
OAM
252
Oppenheimer Asset Management
New York
$1.45M -$31.5K -287 -2%
KLI
253
Kelman-Lazarov Inc
Tennessee
$1.44M -$32.2K -294 -2%
HIMCH
254
Hartford Investment Management Co (HIMCO)
Connecticut
$1.41M -$19.4K -177 -1%
FIM
255
Fruth Investment Management
Texas
$1.37M -$11K -100 -0.8%
CG
256
Colony Group
Massachusetts
$1.36M -$41.3K -377 -3%
Cambridge Investment Research Advisors
257
Cambridge Investment Research Advisors
Iowa
$1.35M +$31.8K +290 +2%
FDCDDQ
258
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.35M +$956K +8,716 +263%
B
259
BP
United Kingdom
$1.34M
SAM
260
Securian Asset Management
Minnesota
$1.32M -$35.1K -320 -3%
VI
261
Vestcor Inc
New Brunswick, Canada
$1.32M +$1.3M +11,839 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
262
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.31M +$1.28M +11,710 New
LTFS
263
Ladenburg Thalmann Financial Services
Florida
$1.3M +$1.61M +14,659 +132%
II
264
IFM Investors
Australia
$1.29M -$22.4K -204 -2%
PFS
265
Prospera Financial Services
Texas
$1.28M +$1.26M +11,464 New
OPERF
266
Oregon Public Employees Retirement Fund
Oregon
$1.26M -$42.2K -385 -3%
WTC
267
WhitTier Trust Company
Nevada
$1.25M +$47.9K +437 +4%
AII
268
AGF Investments Inc
Ontario, Canada
$1.25M +$175K +1,600 +17%
SF
269
Synovus Financial
Georgia
$1.21M
TRSOTSOK
270
Teachers Retirement System of the State of Kentucky
Kentucky
$1.19M
Thrivent Financial for Lutherans
271
Thrivent Financial for Lutherans
Minnesota
$1.19M +$575K +5,240 +98%
AG
272
Advisor Group
Arizona
$1.16M +$174K +1,591 +18%
JCM
273
Jacobi Capital Management
Pennsylvania
$1.15M +$2.85K +26 +0.3%
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$1.15M +$1.05M +9,573 +1,159%
TA
275
Tiedemann Advisors
New York
$1.14M -$55.9K -510 -5%

ATO Hedge Fund Activity: Q4 2019 in Review

567 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2019, worth a combined $11.5B — up 1.3% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ATO positions and 42 closed out — a net gain of 47 holders — while 194 added to existing stakes and 167 trimmed.

The largest buyer was BlackRock, adding an estimated $112M. The largest seller was Citadel Advisors, cutting an estimated $80.9M.

  • 567 institutional investors held Atmos Energy (ATO) as of Q4 2019, up from 530 in Q3 2019.
  • Funds reported $11.5B of Atmos Energy stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 89 funds opened new Atmos Energy positions in Q4 2019 and 42 closed out, a net change of +47 holders.
  • The largest Atmos Energy buyer in Q4 2019 was BlackRock, an estimated $112M added.
  • The largest Atmos Energy seller in Q4 2019 was Citadel Advisors, an estimated $80.9M sold.

Based on aggregated 13F filings for Q4 2019.