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Atmos Energy

537 hedge funds and large institutions have $10.8B invested in Atmos Energy in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 190 increasing their positions, 203 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $4.52M | Put options by funds: $2.45M

3.68% more ownership

Funds ownership: 85.38%89.06% (+3.7%)

5% more capital invested

Capital invested by funds: $10.4B → $10.8B (+$480M)

6% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 203

3% less funds holding

Funds holding: 552537 (-15)

17% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 63

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
537
Holders Change
-15
Holders Change %
-2.72%
% of All Funds
11.01%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.12%
New
52
Increased
190
Reduced
203
Closed
63
Calls
$4.52M
Puts
$2.45M
Net Calls
+$2.07M
Net Calls Change
+$877K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
401
MANA Advisors
New York
$222K +$225K +2,227 New
FIM
402
Freedom Investment Management
Connecticut
$221K -$17.2K -171 -7%
PFPT
403
Pinnacle Financial Partners (Tennessee)
Tennessee
$221K -$908 -9 -0.4%
AWA
404
ARS Wealth Advisors
Florida
$221K +$101 +1 +0%
ACM
405
AlphaCrest Capital Management
New York
$220K -$415K -4,115 -65%
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$218K -$25.8K -256 -10%
SP
407
Symmetry Partners
Connecticut
$218K
AOWM
408
Alpha Omega Wealth Management
Virginia
$215K
GG
409
Gleason Group
Kentucky
$212K +$1.11K +11 +0.5%
Lido Advisors
410
Lido Advisors
California
$211K +$1.61K +16 +0.8%
BA
411
Bridgewater Associates
Connecticut
$209K -$150K -1,489 -42%
PAMG
412
Patton Albertson Miller Group
Tennessee
$209K
BBVA
413
Banco Bilbao Vizcaya Argentaria
Spain
$208K +$211K +2,096 New
DWT
414
Dorsey & Whitney Trust
South Dakota
$206K +$210K +2,079 New
AGM
415
Alpine Global Management
New York
$204K +$206K +2,044 New
FM
416
Family Management
New York
$200K +$203K +2,010 New
FC
417
FORA Capital
Florida
$199K -$321K -3,187 -61%
Bank Julius Baer & Co
418
Bank Julius Baer & Co
Switzerland
$192K -$290K -2,871 -60%
GWM
419
Geneos Wealth Management
Colorado
$183K
NICM
420
Neo Ivy Capital Management
New York
$155K +$157K +1,554 New
EI
421
Ellevest Inc
New York
$153K +$51.3K +509 +49%
BCM
422
Birch Capital Management
Texas
$151K
BAM
423
Belpointe Asset Management
Nevada
$149K +$5.14K +51 +4%
PCM
424
Prelude Capital Management
New York
$145K +$30.9K +306 +27%
HNB
425
Huntington National Bank
Ohio
$141K -$5.85K -58 -4%

ATO Hedge Fund Activity: Q2 2020 in Review

537 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2020, worth a combined $10.8B — up 4.6% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of ATO and 52 opened new positions — a net loss of 11 holders — while 203 trimmed existing stakes and 190 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $497M. The largest seller was Invesco, cutting an estimated $104M.

  • 537 institutional investors held Atmos Energy (ATO) as of Q2 2020, down from 552 in Q1 2020.
  • Funds reported $10.8B of Atmos Energy stock for Q2 2020, up 4.6% quarter-over-quarter.
  • 52 funds opened new Atmos Energy positions in Q2 2020 and 63 closed out, a net change of -11 holders.
  • The largest Atmos Energy buyer in Q2 2020 was T. Rowe Price Associates, an estimated $497M added.
  • The largest Atmos Energy seller in Q2 2020 was Invesco, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2020.