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Atmos Energy

537 hedge funds and large institutions have $10.8B invested in Atmos Energy in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 190 increasing their positions, 203 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $4.52M | Put options by funds: $2.45M

3.68% more ownership

Funds ownership: 85.38%89.06% (+3.7%)

5% more capital invested

Capital invested by funds: $10.4B → $10.8B (+$480M)

6% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 203

3% less funds holding

Funds holding: 552537 (-15)

17% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 63

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
537
Holders Change
-15
Holders Change %
-2.72%
% of All Funds
11.01%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.12%
New
52
Increased
190
Reduced
203
Closed
63
Calls
$4.52M
Puts
$2.45M
Net Calls
+$2.07M
Net Calls Change
+$877K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
451
Focused Wealth Management
New York
$67K
PG
452
Proffitt & Goodson
Tennessee
$67K
CHA
453
Carmichael Hill & Associates
Maryland
$66K
PMFA
454
Plante Moran Financial Advisors
Michigan
$66K
S
455
SignatureFD
Georgia
$65K +$32.7K +324 +98%
FHA
456
Flagship Harbor Advisors
Massachusetts
$61K -$8.47K -84 -12%
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$58K
LWM
458
Lenox Wealth Management
Ohio
$55K
RMC
459
Resources Management Corp
Connecticut
$55K
ST
460
Smithfield Trust
Pennsylvania
$54K
EFSCE
461
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$1.51K +15 +3%
BC
462
Bartlett & Co
Ohio
$50K -$14.6K -145 -22%
BFEC
463
Benjamin F. Edwards & Company
Missouri
$50K +$303 +3 +0.6%
BCWM
464
Bartlett & Co Wealth Management
Ohio
$49.8K -$14.6K -145 -22%
QCG
465
Quadrant Capital Group
Ohio
$48K -$94.9K -941 -66%
SBL
466
Sargent Bickham Lagudis
Colorado
$48K +$303 +3 +0.6%
SIAS
467
Shine Investment Advisory Services
Colorado
$45K
OCM
468
Ovata Capital Management
Hong Kong
$42K +$42.6K +422 New
MIFH
469
Migdal Insurance & Financial Holdings
Israel
$41K -$9.08K -90 -18%
DAM
470
Delta Asset Management
Tennessee
$40K
MLFP
471
MPS Loria Financial Planners
Illinois
$40K +$40.1K +398 New
FRA
472
Front Row Advisors
California
$37K -$27.8K -276 -43%
IA
473
IndexIQ Advisors
New York
$36K +$36.2K +359 New
AssetMark Inc
474
AssetMark Inc
California
$35K -$769K -7,626 -96%
CFGS
475
Concourse Financial Group Securities
Alabama
$35K +$202 +2 +0.6%

ATO Hedge Fund Activity: Q2 2020 in Review

537 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2020, worth a combined $10.8B — up 4.6% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of ATO and 52 opened new positions — a net loss of 11 holders — while 203 trimmed existing stakes and 190 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $497M. The largest seller was Invesco, cutting an estimated $104M.

  • 537 institutional investors held Atmos Energy (ATO) as of Q2 2020, down from 552 in Q1 2020.
  • Funds reported $10.8B of Atmos Energy stock for Q2 2020, up 4.6% quarter-over-quarter.
  • 52 funds opened new Atmos Energy positions in Q2 2020 and 63 closed out, a net change of -11 holders.
  • The largest Atmos Energy buyer in Q2 2020 was T. Rowe Price Associates, an estimated $497M added.
  • The largest Atmos Energy seller in Q2 2020 was Invesco, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2020.