We are live on ! Find out more
ATO icon

Atmos Energy

533 hedge funds and large institutions have $10.4B invested in Atmos Energy in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 200 increasing their positions, 178 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $2.3M

12% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 178

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.52% less ownership

Funds ownership: 89.06%88.54% (-0.52%)

1% less funds holding

Funds holding: 537533 (-4)

3% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 61

4% less capital invested

Capital invested by funds: $10.8B → $10.4B (-$416M)

Holders
533
Holders Change
-4
Holders Change %
-0.74%
% of All Funds
10.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
59
Increased
200
Reduced
178
Closed
61
Calls
$2.73M
Puts
$2.3M
Net Calls
+$422K
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
401
Schroder Investment Management Group
United Kingdom
$225K -$27.3K -273 -10%
BBVA
402
Banco Bilbao Vizcaya Argentaria
Spain
$224K +$25.2K +252 +12%
ASN
403
Advisory Services Network
Georgia
$222K -$150K -1,498 -39%
NPPM
404
North Point Portfolio Managers
Ohio
$220K
EGM
405
Engineers Gate Manager
New York
$214K +$224K +2,243 New
AWA
406
ARS Wealth Advisors
Florida
$212K +$200 +2 +0.1%
BBHC
407
Brown Brothers Harriman & Co
New York
$210K -$43.8K -439 -17%
HIS
408
Horizon Investment Services
Indiana
$209K -$24.9K -249 -10%
MCM
409
MAI Capital Management
Ohio
$209K +$218K +2,185 New
AOWM
410
Alpha Omega Wealth Management
Virginia
$207K
IC
411
Inscription Capital
Texas
$205K +$214K +2,147 New
PAMG
412
Patton Albertson Miller Group
Tennessee
$201K
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$200K -$9.08K -91 -4%
GG
414
Gleason Group
Kentucky
$192K -$11.8K -118 -6%
EI
415
Ellevest Inc
New York
$188K +$42.7K +428 +28%
Bank Julius Baer & Co
416
Bank Julius Baer & Co
Switzerland
$184K +$299 +3 +0.2%
GWM
417
Geneos Wealth Management
Colorado
$166K -$14.2K -142 -8%
BCM
418
Birch Capital Management
Texas
$145K
BAM
419
Belpointe Asset Management
Nevada
$143K
PFS
420
Prospera Financial Services
Texas
$135K -$814K -8,158 -85%
FHA
421
First Horizon Advisors
Tennessee
$134K
HNB
422
Huntington National Bank
Ohio
$126K -$9.58K -96 -7%
CFA
423
Carroll Financial Associates
North Carolina
$124K
M
424
MOTCO
Texas
$117K
LS
425
Livforsakringsbolaget Skandia
Sweden
$115K

ATO Hedge Fund Activity: Q3 2020 in Review

533 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2020, worth a combined $10.4B — down 3.8% from $10.8B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ATO and 59 opened new positions — a net loss of 2 holders — while 178 trimmed existing stakes and 200 added.

The largest buyer was Pictet Asset Management (UK), adding an estimated $82.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $265M.

  • 533 institutional investors held Atmos Energy (ATO) as of Q3 2020, down from 537 in Q2 2020.
  • Funds reported $10.4B of Atmos Energy stock for Q3 2020, down 3.8% quarter-over-quarter.
  • 59 funds opened new Atmos Energy positions in Q3 2020 and 61 closed out, a net change of -2 holders.
  • The largest Atmos Energy buyer in Q3 2020 was Pictet Asset Management (UK), an estimated $82.4M added.
  • The largest Atmos Energy seller in Q3 2020 was T. Rowe Price Associates, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2020.