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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
ASN
451
Advisory Services Network
Georgia
$86K
FMB
452
Field & Main Bank
Kentucky
$82K
FWM
453
Focused Wealth Management
New York
$77K
PG
454
Proffitt & Goodson
Tennessee
$77K
Northwestern Mutual Wealth Management
455
Northwestern Mutual Wealth Management
Wisconsin
$74K +$437 +4 +0.6%
FHA
456
Flagship Harbor Advisors
Massachusetts
$69K -$4.04K -37 -6%
BCWM
457
Bartlett & Co Wealth Management
Ohio
$68.3K
BC
458
Bartlett & Co
Ohio
$68K
GWM
459
Geneos Wealth Management
Colorado
$66K
S
460
SignatureFD
Georgia
$63K +$12.4K +113 +26%
RMC
461
Resources Management Corp
Connecticut
$63K +$60.1K +550 New
ST
462
Smithfield Trust
Pennsylvania
$62K
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$58K
EFSCE
464
Enterprise Financial Services Corp (EFSC)
Missouri
$57K
SBL
465
Sargent Bickham Lagudis
Colorado
$54K +$328 +3 +0.6%
AssetMark Inc
466
AssetMark Inc
California
$51K -$1.97K -18 -4%
SIAS
467
Shine Investment Advisory Services
Colorado
$51K
TA
468
Thor Advisors
New York
$51K +$49.4K +452 New
CSS
469
Cubist Systematic Strategies
Connecticut
$50K -$242K -2,212 -84%
Rockefeller Capital Management
470
Rockefeller Capital Management
New York
$50K -$6.34K -58 -12%
AIL
471
AGF Investments LLC
Ontario, Canada
$49K -$2.95K -27 -6%
TC
472
Truvestments Capital
Florida
$46K
PCG
473
Private Capital Group
Connecticut
$41K +$5.47K +50 +16%
AIM
474
AIA Investment Management
Singapore
$41K +$39.7K +363 New
WAP
475
Wealthcare Advisory Partners
Pennsylvania
$40K

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.