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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
FHA
426
Flagship Harbor Advisors
Massachusetts
$68K +$4.4K +43 +7%
BCWM
427
Bartlett & Co Wealth Management
Ohio
$63.3K
BC
428
Bartlett & Co
Ohio
$63K
GWM
429
Geneos Wealth Management
Colorado
$61K
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$58K
PCP
431
Proficio Capital Partners
Massachusetts
$57K -$5.84K -57 -10%
ST
432
Smithfield Trust
Pennsylvania
$57K
CG
433
Cutler Group
California
$54K -$10.2K -100 -16%
EFSCE
434
Enterprise Financial Services Corp (EFSC)
Missouri
$53K
NIT
435
NumerixS Investment Technologies
British Columbia, Canada
$53K +$10.2K +100 +25%
Rockefeller Capital Management
436
Rockefeller Capital Management
New York
$53K +$50.1K +489 +4,445%
SIM
437
Sonora Investment Management
Arizona
$53K +$51.5K +503 New
SBL
438
Sargent Bickham Lagudis
Colorado
$50K -$10K -98 -17%
AssetMark Inc
439
AssetMark Inc
California
$49K -$410 -4 -0.9%
AIL
440
AGF Investments LLC
Ontario, Canada
$48K +$46.5K +454 New
PFC
441
Phocas Financial Corp
California
$47K +$45.9K +448 New
SIAS
442
Shine Investment Advisory Services
Colorado
$47K +$45.9K +448 New
S
443
SignatureFD
Georgia
$46K -$6.14K -60 -12%
TC
444
Truvestments Capital
Florida
$42K
WAP
445
Wealthcare Advisory Partners
Pennsylvania
$37K
GLI
446
Guardian Life Insurance
New York
$36K
CAW
447
Cornerstone Advisors (Washington)
Washington
$32K +$2.05K +20 +7%
QCG
448
Quadrant Capital Group
Ohio
$30K
FRA
449
Front Row Advisors
California
$30K +$28.7K +280 New
PCG
450
Private Capital Group
Connecticut
$28K -$3.48K -34 -10%

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.