We are live on ! Find out more
ATO icon

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
SBL
401
Sargent Bickham Lagudis
Colorado
$53K +$287 +3 +0.5%
RMC
402
Resources Management Corp
Connecticut
$50K
ST
403
Smithfield Trust
Pennsylvania
$50K
PCM
404
Prelude Capital Management
New York
$46K -$109K -1,144 -70%
EFSCE
405
Enterprise Financial Services Corp (EFSC)
Missouri
$46K
CIM
406
Centersquare Investment Management
Pennsylvania
$45K +$14.3K +150 +45%
AssetMark Inc
407
AssetMark Inc
California
$42K -$4.97K -52 -10%
JA
408
JOYN Advisors
Georgia
$42K +$11.9K +124 +38%
KTC
409
Kistler-Tiffany Companies
Pennsylvania
$39K
Twin Tree Management
410
Twin Tree Management
Texas
$38K +$39K +408 New
CWA
411
Clarus Wealth Advisors
Arizona
$37K +$37.7K +394 New
PA
412
Parallel Advisors
California
$36K
PFC
413
Phocas Financial Corp
California
$35K +$36.3K +380 New
WAP
414
Wealthcare Advisory Partners
Pennsylvania
$32K
VCM
415
Versant Capital Management
Arizona
$31K
CFGS
416
Concourse Financial Group Securities
Alabama
$31K +$32.5K +340 New
FNC
417
First National Corp
Massachusetts
$30K +$31.1K +325 New
PCG
418
Private Capital Group
Connecticut
$28K
AS
419
Altshuler Shaham
Israel
$26K +$1.82K +19 +7%
QCG
420
Quadrant Capital Group
Ohio
$25K
CAPTRUST Financial Advisors
421
CAPTRUST Financial Advisors
North Carolina
$24K
GWMIA
422
Global Wealth Management Investment Advisory
Florida
$24K +$25.2K +264 New
APA
423
American Portfolios Advisors
New York
$22.1K
OSNBOA
424
Old Second National Bank of Aurora
Illinois
$22K
Fifth Third Bancorp
425
Fifth Third Bancorp
Ohio
$22K +$22.4K +234 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.