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Atmos Energy

438 hedge funds and large institutions have $7.52B invested in Atmos Energy in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 30

61% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $1.77M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more capital invested

Capital invested by funds: $6.89B → $7.52B (+$638M)

6% more funds holding

Funds holding: 413438 (+25)

1.53% more ownership

Funds ownership: 73.74%75.27% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 135

Holders
438
Holders Change
+25
Holders Change %
+6.05%
% of All Funds
10.03%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
59
Increased
146
Reduced
135
Closed
30
Calls
$2.86M
Puts
$1.77M
Net Calls
+$1.08M
Net Calls Change
-$940K
Name Holding Trade Value Shares
Change
Change in
Stake
M
376
MOTCO
Texas
$73K
DAM
377
Delta Asset Management
Tennessee
$72K
FMB
378
Field & Main Bank
Kentucky
$66K
GWM
379
Geneos Wealth Management
Colorado
$63K -$4.33K -50 -7%
MFW
380
Mosaic Family Wealth
Missouri
$63K
ASN
381
Advisory Services Network
Georgia
$59K +$173 +2 +0.3%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$58K
PCP
383
Proficio Capital Partners
Massachusetts
$57K +$20.7K +239 +61%
FHA
384
Flagship Harbor Advisors
Massachusetts
$57K +$55.5K +641 New
BCWM
385
Bartlett & Co Wealth Management
Ohio
$54.1K
BC
386
Bartlett & Co
Ohio
$54K
PCM
387
Prelude Capital Management
New York
$54K
SBL
388
Sargent Bickham Lagudis
Colorado
$51K +$260 +3 +0.5%
ST
389
Smithfield Trust
Pennsylvania
$49K
AssetMark Inc
390
AssetMark Inc
California
$46K -$3.12K -36 -7%
MA
391
MUFG Americas
New York
$45K -$43.3K -500 -50%
EFSCE
392
Enterprise Financial Services Corp (EFSC)
Missouri
$45K
BFEC
393
Benjamin F. Edwards & Company
Missouri
$44K
SPIA
394
Steward Partners Investment Advisory
New York
$44K +$1.3K +15 +3%
KTC
395
Kistler-Tiffany Companies
Pennsylvania
$38K
OIA
396
OneDigital Investment Advisors
Kansas
$36K -$41.5K -480 -55%
SWM
397
SeaCrest Wealth Management
New York
$36K -$12.5K -144 -26%
PA
398
Parallel Advisors
California
$35K
CCM
399
Covington Capital Management
California
$32K
VIA
400
Vantage Investment Advisors
Pennsylvania
$32K

ATO Hedge Fund Activity: Q2 2018 in Review

438 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2018, worth a combined $7.52B — up 9.3% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ATO positions and 30 closed out — a net gain of 29 holders — while 146 added to existing stakes and 135 trimmed.

The largest buyer was BlackRock, adding an estimated $57.3M. The largest seller was State Street, cutting an estimated $42.4M.

  • 438 institutional investors held Atmos Energy (ATO) as of Q2 2018, up from 413 in Q1 2018.
  • Funds reported $7.52B of Atmos Energy stock for Q2 2018, up 9.3% quarter-over-quarter.
  • 59 funds opened new Atmos Energy positions in Q2 2018 and 30 closed out, a net change of +29 holders.
  • The largest Atmos Energy buyer in Q2 2018 was BlackRock, an estimated $57.3M added.
  • The largest Atmos Energy seller in Q2 2018 was State Street, an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2018.