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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
RA
426
Rational Advisors
New York
$112K +$117K +1,172 New
PB
427
Pinnacle Bancorp
Nebraska
$110K
SIA
428
Sit Investment Associates
Minnesota
$98K -$135K -1,350 -57%
ADL
429
Asset Dedication LLC
California
$96K
Simplex Trading
430
Simplex Trading
Illinois
$96K +$101K +1,008 New
AWM
431
Avior Wealth Management
Nebraska
$95K
FC
432
FORA Capital
Florida
$93K -$103K -1,027 -51%
TFS
433
TrustCore Financial Services
Tennessee
$92K -$20K -200 -17%
MHR
434
Matthew Hamilton Rosenberg
$92K
IA
435
IndexIQ Advisors
New York
$86K +$54.3K +544 +152%
EMG
436
ETF Managers Group
New Jersey
$77K -$259K -2,595 -76%
SPIA
437
Steward Partners Investment Advisory
New York
$77K +$5.39K +54 +7%
PFGIA
438
Patriot Financial Group Insurance Agency
Massachusetts
$76K +$6.49K +65 +9%
S
439
SignatureFD
Georgia
$75K +$12.7K +127 +19%
QCG
440
Quadrant Capital Group
Ohio
$72K +$27K +270 +56%
NFG
441
Next Financial Group
Texas
$72K +$74.7K +748 New
FMB
442
Field & Main Bank
Kentucky
$69K
SIM
443
Sonora Investment Management
Arizona
$69K
EP
444
Eudaimonia Partners
Tennessee
$69K +$5.29K +53 +8%
FWM
445
Focused Wealth Management
New York
$65K
PG
446
Proffitt & Goodson
Tennessee
$65K
FPFS
447
First Personal Financial Services
North Carolina
$64K
CHA
448
Carmichael Hill & Associates
Maryland
$63K
PMFA
449
Plante Moran Financial Advisors
Michigan
$63K
IBOK
450
Independence Bank of Kentucky
Kentucky
$62K -$9.98K -100 -13%

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.