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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
PA
451
Parallel Advisors
California
$59K -$10.8K -108 -15%
FHA
452
Flagship Harbor Advisors
Massachusetts
$59K +$399 +4 +0.6%
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$58K
ST
454
Smithfield Trust
Pennsylvania
$54K +$2.5K +25 +5%
RMC
455
Resources Management Corp
Connecticut
$48K -$4.99K -50 -9%
BC
456
Bartlett & Co
Ohio
$48K
BFEC
457
Benjamin F. Edwards & Company
Missouri
$48K
LF
458
Lee Financial
Texas
$48K +$49.9K +500 New
BCWM
459
Bartlett & Co Wealth Management
Ohio
$47.8K
SBL
460
Sargent Bickham Lagudis
Colorado
$46K -$299 -3 -0.6%
CCA
461
Column Capital Advisors
Indiana
$45K +$32K +321 +214%
SIAS
462
Shine Investment Advisory Services
Colorado
$43K
LWANC
463
Laurel Wealth Advisors (North Carolina)
North Carolina
$43K +$35.4K +355 +355%
AIM
464
AIA Investment Management
Singapore
$41K +$26.1K +261 +156%
T
465
TOBAM
France
$40K +$41.6K +417 New
DAM
466
Delta Asset Management
Tennessee
$38K
MLFP
467
MPS Loria Financial Planners
Illinois
$38K
FRA
468
Front Row Advisors
California
$36K -$399 -4 -1%
CFGS
469
Concourse Financial Group Securities
Alabama
$34K +$200 +2 +0.6%
MAM
470
Meeder Asset Management
Ohio
$34K +$15.1K +151 +72%
Bessemer Group
471
Bessemer Group
New Jersey
$32K +$11.5K +115 +52%
APA
472
American Portfolios Advisors
New York
$29.2K
TPCW
473
TD Private Client Wealth
New York
$29.1K +$799 +8 +3%
AssetMark Inc
474
AssetMark Inc
California
$29K -$4.69K -47 -13%
BCA
475
Berman Capital Advisors
Georgia
$25K +$3.69K +37 +16%

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.