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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
RT
401
Rockland Trust
Massachusetts
$260K +$41.3K +378 +19%
GI
402
Gradient Investments
Minnesota
$259K +$4.37K +40 +2%
AWA
403
ARS Wealth Advisors
Florida
$252K +$109 +1 +0%
PAA
404
Peregrine Asset Advisers
Oregon
$251K -$32.8K -300 -12%
Susquehanna International Group
405
Susquehanna International Group
Pennsylvania
$246K +$236K +2,157 New
TFS
406
Thoroughbred Financial Services
Tennessee
$244K +$24.2K +221 +11%
LDB
407
Lee, Danner & Bass
Tennessee
$242K
CCIA
408
Campbell & Co Investment Adviser
Maryland
$240K +$231K +2,111 New
DIM
409
DC Investments Management
Virginia
$239K -$152K -1,392 -40%
GWI
410
Grace & White Inc
New York
$239K
PAMG
411
Patton Albertson Miller Group
Tennessee
$239K
PCM
412
Prelude Capital Management
New York
$238K -$67.3K -616 -23%
AIM
413
Achmea Investment Management
Netherlands
$236K
Wellington Management Group
414
Wellington Management Group
Massachusetts
$235K -$44.3K -405 -16%
AOWM
415
Alpha Omega Wealth Management
Virginia
$232K
SCA
416
Spearhead Capital Advisors
Florida
$232K
DWT
417
Dorsey & Whitney Trust
South Dakota
$228K
HC
418
Hourglass Capital
Texas
$228K
CAN
419
Cetera Advisor Networks
California
$225K +$3.83K +35 +2%
Truist Financial
420
Truist Financial
North Carolina
$219K +$210K +1,919 New
AS
421
Altshuler Shaham
Israel
$216K +$111K +1,014 +115%
PSUF
422
People's United Financial
Connecticut
$209K +$200K +1,831 New
PIA
423
Piedmont Investment Advisors
North Carolina
$209K +$200K +1,832 New
UCFA
424
United Capital Financial Advisors
Texas
$207K -$150K -1,374 -43%
IRF
425
IBM Retirement Fund
New York
$205K +$196K +1,797 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.