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Atmos Energy

414 hedge funds and large institutions have $6.89B invested in Atmos Energy in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 135 increasing their positions, 137 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.56M

0.76% more ownership

Funds ownership: 72.97%73.74% (+0.76%)

1% less capital invested

Capital invested by funds: $6.95B → $6.89B (-$60.1M)

1% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 137

3% less funds holding

Funds holding: 425414 (-11)

12% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 57

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
414
Holders Change
-11
Holders Change %
-2.59%
% of All Funds
9.49%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
50
Increased
135
Reduced
137
Closed
57
Calls
$3.58M
Puts
$1.56M
Net Calls
+$2.02M
Net Calls Change
-$261K
Name Holding Trade Value Shares
Change
Change in
Stake
6M
276
6 Meridian
Kansas
$476K +$41.4K +509 +10%
CPIG
277
Chicago Partners Investment Group
Illinois
$463K
LIA
278
LBMC Investment Advisors
Tennessee
$458K +$2.61K +32 +0.6%
PG
279
Patten Group
Tennessee
$438K
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$430K -$130K -1,591 -24%
FCFC
281
First Commonwealth Financial Corp
Pennsylvania
$428K +$33.6K +413 +9%
OI
282
Oakbrook Investments
Illinois
$422K +$32.6K +400 +9%
RWA
283
RGT Wealth Advisors
Texas
$421K
NIT
284
NumerixS Investment Technologies
British Columbia, Canada
$419K +$73.3K +900 +22%
Nordea Investment Management
285
Nordea Investment Management
Sweden
$398K
CCM
286
Cadence Capital Management
Massachusetts
$391K +$23.9K +294 +7%
Man Group
287
Man Group
United Kingdom
$382K +$370K +4,540 New
EHC
288
Everett Harris & Co
California
$379K +$81.4K +1,000 +29%
BTS
289
BB&T Securities
Virginia
$375K +$363K +4,453 New
BST
290
Bath Savings Trust
Maine
$371K -$52.9K -650 -13%
GT
291
Glenmede Trust
Pennsylvania
$371K
TCM
292
Teza Capital Management
Illinois
$362K +$350K +4,302 New
CI
293
Cigna Investments
Connecticut
$350K -$783K -9,614 -70%
FIM
294
Frontier Investment Management
Texas
$348K +$81.4K +1,000 +32%
BBA
295
BLB&B Advisors
Pennsylvania
$334K
HCM
296
Hodges Capital Management
Texas
$330K -$13.9K -171 -4%
BFM
297
Boothbay Fund Management
New York
$329K +$318K +3,900 New
Baird Financial Group
298
Baird Financial Group
Wisconsin
$326K -$1.95K -24 -0.6%
WF
299
Welch & Forbes
Massachusetts
$326K
V
300
Veritable
Delaware
$325K +$16.8K +206 +6%

ATO Hedge Fund Activity: Q1 2018 in Review

414 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2018, worth a combined $6.89B — down 0.87% from $6.95B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of ATO and 50 opened new positions — a net loss of 7 holders — while 137 trimmed existing stakes and 135 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $188M. The largest seller was Zimmer Partners, exiting entirely with an estimated $174M sold.

  • 414 institutional investors held Atmos Energy (ATO) as of Q1 2018, down from 425 in Q4 2017.
  • Funds reported $6.89B of Atmos Energy stock for Q1 2018, down 0.87% quarter-over-quarter.
  • 50 funds opened new Atmos Energy positions in Q1 2018 and 57 closed out, a net change of -7 holders.
  • The largest Atmos Energy buyer in Q1 2018 was T. Rowe Price Associates, an estimated $188M added.
  • The largest Atmos Energy seller in Q1 2018 was Zimmer Partners, an estimated $174M sold.

Based on aggregated 13F filings for Q1 2018.