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Atmos Energy

533 hedge funds and large institutions have $10.4B invested in Atmos Energy in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 200 increasing their positions, 178 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $2.3M

12% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 178

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.52% less ownership

Funds ownership: 89.06%88.54% (-0.52%)

1% less funds holding

Funds holding: 537533 (-4)

3% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 61

4% less capital invested

Capital invested by funds: $10.8B → $10.4B (-$416M)

Holders
533
Holders Change
-4
Holders Change %
-0.74%
% of All Funds
10.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
59
Increased
200
Reduced
178
Closed
61
Calls
$2.73M
Puts
$2.3M
Net Calls
+$422K
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
351
Tributary Capital Management
Nebraska
$366K -$926K -9,275 -71%
JWCA
352
J.W. Cole Advisors
Florida
$363K +$379K +3,797 New
ClearBridge Investments
353
ClearBridge Investments
New York
$358K
FWM
354
Frontier Wealth Management
Missouri
$358K +$100 +1 +0%
EHC
355
Everett Harris & Co
California
$356K -$9.98K -100 -3%
BBA
356
BLB&B Advisors
Pennsylvania
$354K
TAM
357
Trillium Asset Management
Massachusetts
$349K -$37.7K -378 -9%
GT
358
Greenleaf Trust
Michigan
$348K +$364K +3,644 New
Mackenzie Financial
359
Mackenzie Financial
Ontario, Canada
$334K +$7.99K +80 +2%
BCV
360
Banque Cantonale Vaudoise
Switzerland
$329K -$39.9K -400 -10%
BST
361
Bath Savings Trust
Maine
$329K
UB
362
UMB Bank
Missouri
$327K
VPIM
363
Vanguard Personalized Indexing Management
California
$327K +$37.2K +373 +12%
FBB
364
Fulton Breakefield Broenniman
Maryland
$326K -$12.5K -125 -4%
WI
365
Wintrust Investments
Illinois
$321K -$15K -150 -4%
KLI
366
Kelman-Lazarov Inc
Tennessee
$319K -$18K -180 -5%
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$317K +$205K +2,051 +163%
FCFC
368
First Commonwealth Financial Corp
Pennsylvania
$314K -$20.2K -202 -6%
ONB
369
Old National Bancorp
Indiana
$313K -$119K -1,189 -27%
V
370
Veritable
Delaware
$311K -$8.78K -88 -3%
KRSITF
371
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$309K +$22.3K +223 +7%
ADBIC
372
A.D. Beadell Investment Counsel
Wisconsin
$305K
RT
373
Rockland Trust
Massachusetts
$293K +$17.5K +175 +6%
SCM
374
Schnieders Capital Management
California
$292K
DCM
375
Dupont Capital Management
Delaware
$289K -$11.7K -117 -4%

ATO Hedge Fund Activity: Q3 2020 in Review

533 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2020, worth a combined $10.4B — down 3.8% from $10.8B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ATO and 59 opened new positions — a net loss of 2 holders — while 178 trimmed existing stakes and 200 added.

The largest buyer was Pictet Asset Management (UK), adding an estimated $82.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $265M.

  • 533 institutional investors held Atmos Energy (ATO) as of Q3 2020, down from 537 in Q2 2020.
  • Funds reported $10.4B of Atmos Energy stock for Q3 2020, down 3.8% quarter-over-quarter.
  • 59 funds opened new Atmos Energy positions in Q3 2020 and 61 closed out, a net change of -2 holders.
  • The largest Atmos Energy buyer in Q3 2020 was Pictet Asset Management (UK), an estimated $82.4M added.
  • The largest Atmos Energy seller in Q3 2020 was T. Rowe Price Associates, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2020.