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Atmos Energy

567 hedge funds and large institutions have $11.5B invested in Atmos Energy in 2019 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 194 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 42

16% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 167

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 530567 (+37)

1% more capital invested

Capital invested by funds: $11.4B → $11.5B (+$147M)

0.22% less ownership

Funds ownership: 84.5%84.29% (-0.22%)

73% less call options, than puts

Call options by funds: $5.44M | Put options by funds: $20.1M

Holders
567
Holders Change
+37
Holders Change %
+6.98%
% of All Funds
11.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
89
Increased
194
Reduced
167
Closed
42
Calls
$5.44M
Puts
$20.1M
Net Calls
-$14.7M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
426
Alpha Omega Wealth Management
Virginia
$242K
TFS
427
Thoroughbred Financial Services
Tennessee
$240K
UCFA
428
United Capital Financial Advisors
Texas
$238K +$34K +310 +17%
LDB
429
Lee, Danner & Bass
Tennessee
$237K
GG
430
Gleason Group
Kentucky
$236K +$231K +2,109 New
GWI
431
Grace & White Inc
New York
$235K
PAMG
432
Patton Albertson Miller Group
Tennessee
$235K
Two Sigma Advisers
433
Two Sigma Advisers
New York
$235K +$230K +2,100 New
CAG
434
Csenge Advisory Group
Florida
$233K +$32K +292 +16%
JWBC
435
J.W. Burns & Co
New York
$233K +$228K +2,080 New
AIM
436
Achmea Investment Management
Netherlands
$232K
SCA
437
Spearhead Capital Advisors
Florida
$228K
HC
438
Hourglass Capital
Texas
$224K
CAN
439
Cetera Advisor Networks
California
$223K +$5.48K +50 +3%
VF
440
Virtu Financial
New York
$217K -$398K -3,625 -65%
DWT
441
Dorsey & Whitney Trust
South Dakota
$209K -$14.3K -130 -7%
BUB
442
BBVA USA Bancshares
Texas
$203K +$199K +1,813 New
CPIA
443
Cornell Pochily Investment Advisors
New York
$201K
MME
444
Meag Munich Ergo
Germany
$198K -$616K -5,618 -76%
MERSOM
445
Municipal Employees' Retirement System of Michigan
Michigan
$187K +$5.48K +50 +3%
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$178K +$102K +934 +143%
BCM
447
Birch Capital Management
Texas
$170K +$166K +1,518 New
HNB
448
Huntington National Bank
Ohio
$164K
BAM
449
Belpointe Asset Management
Nevada
$162K +$158K +1,444 New
HR
450
Howe & Rusling
New York
$146K

ATO Hedge Fund Activity: Q4 2019 in Review

567 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2019, worth a combined $11.5B — up 1.3% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ATO positions and 42 closed out — a net gain of 47 holders — while 194 added to existing stakes and 167 trimmed.

The largest buyer was BlackRock, adding an estimated $112M. The largest seller was Citadel Advisors, cutting an estimated $80.9M.

  • 567 institutional investors held Atmos Energy (ATO) as of Q4 2019, up from 530 in Q3 2019.
  • Funds reported $11.5B of Atmos Energy stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 89 funds opened new Atmos Energy positions in Q4 2019 and 42 closed out, a net change of +47 holders.
  • The largest Atmos Energy buyer in Q4 2019 was BlackRock, an estimated $112M added.
  • The largest Atmos Energy seller in Q4 2019 was Citadel Advisors, an estimated $80.9M sold.

Based on aggregated 13F filings for Q4 2019.