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Atmos Energy

530 hedge funds and large institutions have $11.4B invested in Atmos Energy in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 202 increasing their positions, 159 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $6.83M | Put options by funds: $2.1M

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

27% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 159

9% more capital invested

Capital invested by funds: $10.4B → $11.4B (+$931M)

5% more funds holding

Funds holding: 503530 (+27)

0.08% less ownership

Funds ownership: 84.58%84.5% (-0.08%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
530
Holders Change
+27
Holders Change %
+5.37%
% of All Funds
11.62%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
60
Increased
202
Reduced
159
Closed
32
Calls
$6.83M
Puts
$2.1M
Net Calls
+$4.74M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
376
Mackenzie Financial
Ontario, Canada
$350K -$52.6K -481 -14%
SCM
377
Schnieders Capital Management
California
$347K
NHC
378
Nicholas Hoffman & Company
Georgia
$344K -$26K -238 -7%
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$344K +$42.1K +385 +15%
CCA
380
Catalyst Capital Advisors
New York
$342K +$328K +3,000 New
CDH
381
Charles D. Hyman
$336K
SM
382
Sciencast Management
New Jersey
$329K +$322K +2,950 New
DCM
383
Donaldson Capital Management
Indiana
$328K +$72K +659 +30%
SSW
384
Smith Shellnut Wilson
Mississippi
$322K -$35.6K -326 -10%
KRSITF
385
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$318K +$38.2K +349 +14%
CA
386
Continuum Advisory
Idaho
$309K
GHA
387
GW Henssler & Associates
Georgia
$308K
Mercer Global Advisors
388
Mercer Global Advisors
Colorado
$300K +$289K +2,642 New
Lido Advisors
389
Lido Advisors
California
$299K +$3.39K +31 +1%
CIM
390
Contravisory Investment Management
Massachusetts
$289K +$277K +2,534 New
MML Investors Services
391
MML Investors Services
Massachusetts
$287K +$39.5K +361 +17%
B
392
Barings
North Carolina
$279K
CP
393
Covenant Partners
Tennessee
$278K
FIM
394
Freedom Investment Management
Connecticut
$272K -$81.2K -743 -24%
EWA
395
EP Wealth Advisors
California
$272K +$261K +2,389 New
LNC
396
Lincoln National Corp
Pennsylvania
$270K
SIA
397
Sit Investment Associates
Minnesota
$270K
WAM
398
Weiss Asset Management
Massachusetts
$269K +$44.5K +407 +21%
WS
399
Wedbush Securities
California
$263K
NPPM
400
North Point Portfolio Managers
Ohio
$262K +$251K +2,300 New

ATO Hedge Fund Activity: Q3 2019 in Review

530 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2019, worth a combined $11.4B — up 8.9% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ATO positions and 32 closed out — a net gain of 28 holders — while 202 added to existing stakes and 159 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $70.8M. The largest seller was Fidelity Investments, cutting an estimated $62.6M.

  • 530 institutional investors held Atmos Energy (ATO) as of Q3 2019, up from 503 in Q2 2019.
  • Funds reported $11.4B of Atmos Energy stock for Q3 2019, up 8.9% quarter-over-quarter.
  • 60 funds opened new Atmos Energy positions in Q3 2019 and 32 closed out, a net change of +28 holders.
  • The largest Atmos Energy buyer in Q3 2019 was Magellan Asset Management, an estimated $70.8M added.
  • The largest Atmos Energy seller in Q3 2019 was Fidelity Investments, an estimated $62.6M sold.

Based on aggregated 13F filings for Q3 2019.