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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
FSC
351
Full Sail Capital
Oklahoma
$519K -$98.7K -900 -17%
NMIMC
352
Northwestern Mutual Investment Management Company
Wisconsin
$518K +$14.6K +133 +3%
TAM
353
Trillium Asset Management
Massachusetts
$516K -$2.11M -19,259 -81%
Squarepoint
354
Squarepoint
New York
$514K +$504K +4,596 New
FIM
355
Frontier Investment Management
Texas
$510K
AWM
356
AE Wealth Management
Kansas
$508K +$26.7K +243 +6%
MMPW
357
Mitchell McLeod Pugh & Williams
Alabama
$500K
MFG
358
Magnus Financial Group
New York
$499K
AP
359
Advisor Partners
California
$495K -$87.2K -795 -15%
EHC
360
Everett Harris & Co
California
$487K
OSIA
361
O'Shares Investment Advisers
Massachusetts
$487K +$35.4K +323 +8%
PG
362
Patten Group
Tennessee
$484K
SS
363
Sunbelt Securities
Texas
$481K
FHA
364
First Horizon Advisors
Tennessee
$459K
AG
365
AlphaSimPlex Group
Massachusetts
$447K
BBA
366
BLB&B Advisors
Pennsylvania
$442K
WI
367
Wintrust Investments
Illinois
$425K -$5.48K -50 -1%
JIP
368
Jaffetilchin Investment Partners
Florida
$423K -$146K -1,335 -26%
Mackenzie Financial
369
Mackenzie Financial
Ontario, Canada
$415K +$69.6K +635 +21%
ClearBridge Investments
370
ClearBridge Investments
New York
$414K
FBB
371
Fulton Breakefield Broenniman
Maryland
$410K
GT
372
Greenleaf Trust
Michigan
$408K -$6.03K -55 -1%
V
373
Veritable
Delaware
$408K -$877 -8 -0.2%
BST
374
Bath Savings Trust
Maine
$407K -$57K -520 -13%
M&T Bank
375
M&T Bank
New York
$406K -$4.93K -45 -1%

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.