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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
LFAS
301
Level Four Advisory Services
Texas
$422K -$179K -1,870 -29%
MUAMU
302
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$417K -$1.43M -15,000 -77%
EHC
303
Everett Harris & Co
California
$408K
MFG
304
Magnus Financial Group
New York
$408K +$421K +4,403 New
LMGAM
305
Liberty Mutual Group Asset Management
Massachusetts
$405K -$2.11M -22,117 -84%
BST
306
Bath Savings Trust
Maine
$405K -$24.3K -254 -6%
V
307
Veritable
Delaware
$402K +$22.3K +233 +6%
OAM
308
Oxford Asset Management
United Kingdom
$395K +$407K +4,263 New
BTS
309
BB&T Securities
Virginia
$392K -$16.5K -173 -4%
FIM
310
Freedom Investment Management
Connecticut
$388K -$73.8K -772 -16%
FHA
311
First Horizon Advisors
Tennessee
$382K +$1.24K +13 +0.3%
Daiwa Securities Group
312
Daiwa Securities Group
Japan
$380K +$23.9K +250 +6%
OSIA
313
O'Shares Investment Advisers
Massachusetts
$375K +$387K +4,049 New
BBA
314
BLB&B Advisors
Pennsylvania
$368K
OTPPB
315
Ontario Teachers' Pension Plan Board
Ontario, Canada
$362K +$373K +3,904 New
OAMU
316
Ostrum Asset Management US
New York
$360K +$371K +3,881 New
MCM
317
Murphy Capital Management
New Jersey
$358K -$31.1K -325 -8%
WI
318
Wintrust Investments
Illinois
$357K
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$353K
Mackenzie Financial
320
Mackenzie Financial
Ontario, Canada
$350K -$344K -3,600 -49%
ClearBridge Investments
321
ClearBridge Investments
New York
$348K
HCM
322
Hodges Capital Management
Texas
$347K -$14.9K -156 -4%
WF
323
Welch & Forbes
Massachusetts
$334K
ADBIC
324
A.D. Beadell Investment Counsel
Wisconsin
$325K
DIM
325
DC Investments Management
Virginia
$324K +$334K +3,494 New

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.