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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
CPIA
426
Cornell Pochily Investment Advisors
New York
$205K +$197K +1,800 New
CAG
427
Csenge Advisory Group
Florida
$204K +$196K +1,793 New
CC
428
ClearArc Capital
Ohio
$201K +$193K +1,768 New
CIC
429
Carnegie Investment Counsel
Ohio
$200K +$192K +1,760 New
NFG
430
Next Financial Group
Texas
$197K -$34.5K -316 -15%
MERSOM
431
Municipal Employees' Retirement System of Michigan
Michigan
$185K
LS
432
Livforsakringsbolaget Skandia
Sweden
$182K
HNB
433
Huntington National Bank
Ohio
$167K -$2.19K -20 -1%
1832 Asset Management
434
1832 Asset Management
Ontario, Canada
$165K +$190K +1,741 New
HR
435
Howe & Rusling
New York
$149K
CFA
436
Carroll Financial Associates
North Carolina
$148K
TFS
437
TrustCore Financial Services
Tennessee
$122K
CIA
438
ClearBridge Investments (Australia)
Australia
$119K -$2.3K -21 -2%
HPC
439
HM Payson & Co
Maine
$118K
SCA
440
Stonebridge Capital Advisors
Minnesota
$115K
AWM
441
Avior Wealth Management
Nebraska
$113K
BFEC
442
Benjamin F. Edwards & Company
Missouri
$105K +$109 +1 +0.1%
PA
443
Parallel Advisors
California
$102K +$6.34K +58 +7%
RCAG
444
Rehmann Capital Advisory Group
Michigan
$102K +$18.7K +171 +24%
PB
445
Pinnacle Bancorp
Nebraska
$100K
CAPTRUST Financial Advisors
446
CAPTRUST Financial Advisors
North Carolina
$94K
IBOK
447
Independence Bank of Kentucky
Kentucky
$93K -$6.56K -60 -7%
M
448
MOTCO
Texas
$93K
DAM
449
Delta Asset Management
Tennessee
$91K
SPIA
450
Steward Partners Investment Advisory
New York
$87K

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.