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Atmos Energy

503 hedge funds and large institutions have $10.4B invested in Atmos Energy in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $1.22M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 162

1.63% more ownership

Funds ownership: 82.95%84.58% (+1.6%)

5% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$462M)

4% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 52

1% less funds holding

Funds holding: 507503 (-4)

Holders
503
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
10.93%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
54
Increased
180
Reduced
162
Closed
52
Calls
$3.62M
Puts
$1.22M
Net Calls
+$2.4M
Net Calls Change
+$642K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
401
Carroll Financial Associates
North Carolina
$137K
OIA
402
OneDigital Investment Advisors
Kansas
$129K
TFS
403
TrustCore Financial Services
Tennessee
$113K
CIA
404
ClearBridge Investments (Australia)
Australia
$112K -$5.84K -57 -5%
HPC
405
HM Payson & Co
Maine
$109K +$106K +1,033 New
SCA
406
Stonebridge Capital Advisors
Minnesota
$107K +$104K +1,013 New
AWM
407
Avior Wealth Management
Nebraska
$106K
TNBTD
408
Trustmark National Bank Trust Department
Mississippi
$106K
BFEC
409
Benjamin F. Edwards & Company
Missouri
$97K +$1.84K +18 +2%
PB
410
Pinnacle Bancorp
Nebraska
$93K
AS
411
Altshuler Shaham
Israel
$93K +$46K +449 +104%
IBOK
412
Independence Bank of Kentucky
Kentucky
$92K -$20.5K -200 -19%
PA
413
Parallel Advisors
California
$89K +$1.64K +16 +2%
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$87K +$48.2K +471 +133%
ASN
415
Advisory Services Network
Georgia
$86K -$33.4K -326 -28%
M
416
MOTCO
Texas
$86K
DAM
417
Delta Asset Management
Tennessee
$84K
LPWM
418
Lake Point Wealth Management
Texas
$83K
SPIA
419
Steward Partners Investment Advisory
New York
$81K +$78.6K +768 New
CWA
420
Clarus Wealth Advisors
Arizona
$78K +$33K +322 +77%
RCAG
421
Rehmann Capital Advisory Group
Michigan
$76.2K +$9.83K +96 +15%
FMB
422
Field & Main Bank
Kentucky
$76K
PG
423
Proffitt & Goodson
Tennessee
$71K
FWM
424
Focused Wealth Management
New York
$71K +$69.2K +676 New
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$69K +$1.23K +12 +2%

ATO Hedge Fund Activity: Q2 2019 in Review

503 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2019, worth a combined $10.4B — up 4.6% from $9.97B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ATO positions and 52 closed out — a net gain of 2 holders — while 180 added to existing stakes and 162 trimmed.

The largest buyer was Invesco, adding an estimated $132M. The largest seller was GQG Partners, exiting entirely with an estimated $98.8M sold.

  • 503 institutional investors held Atmos Energy (ATO) as of Q2 2019, down from 507 in Q1 2019.
  • Funds reported $10.4B of Atmos Energy stock for Q2 2019, up 4.6% quarter-over-quarter.
  • 54 funds opened new Atmos Energy positions in Q2 2019 and 52 closed out, a net change of +2 holders.
  • The largest Atmos Energy buyer in Q2 2019 was Invesco, an estimated $132M added.
  • The largest Atmos Energy seller in Q2 2019 was GQG Partners, an estimated $98.8M sold.

Based on aggregated 13F filings for Q2 2019.