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Atmos Energy

438 hedge funds and large institutions have $7.52B invested in Atmos Energy in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 30

61% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $1.77M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more capital invested

Capital invested by funds: $6.89B → $7.52B (+$638M)

6% more funds holding

Funds holding: 413438 (+25)

1.53% more ownership

Funds ownership: 73.74%75.27% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 135

Holders
438
Holders Change
+25
Holders Change %
+6.05%
% of All Funds
10.03%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
59
Increased
146
Reduced
135
Closed
30
Calls
$2.86M
Puts
$1.77M
Net Calls
+$1.08M
Net Calls Change
-$940K
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
26
Hennessy Advisors Inc
California
$51.3M -$5.63M -65,000 -10%
Norges Bank
27
Norges Bank
Norway
$50.9M +$6.13M +70,845 +14%
Morgan Stanley
28
Morgan Stanley
New York
$50.6M -$8.21M -94,849 -14%
PGH
29
Partners Group Holding
Switzerland
$49.1M -$4.58M -52,900 -9%
CTA
30
Carillon Tower Advisers
Florida
$47.2M +$1.77M +20,425 +4%
Invesco
31
Invesco
Georgia
$44M +$4.01M +46,362 +10%
MBA
32
Maple-Brown Abbott
Australia
$43.2M -$19.9M -229,400 -32%
Bank of America
33
Bank of America
North Carolina
$40.8M +$2.83M +32,643 +8%
Deutsche Bank
34
Deutsche Bank
Germany
$39.9M +$22.6M +260,858 +143%
CS
35
Credit Suisse
Switzerland
$39.6M -$4.1M -47,415 -10%
UBS AM
36
UBS AM
Illinois
$38.6M +$1.05M +12,098 +3%
Charles Schwab
37
Charles Schwab
California
$37.9M +$2.27M +26,249 +7%
LM
38
Luminus Management
Texas
$36.8M
AAMU
39
Amundi Asset Management US
Massachusetts
$35.7M -$5.49M -63,464 -14%
Wells Fargo
40
Wells Fargo
California
$34.9M -$3.23M -37,315 -9%
Swiss National Bank
41
Swiss National Bank
Switzerland
$33.1M +$2.39M +27,600 +8%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$32.8M -$543K -6,274 -2%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$32.3M +$233K +2,696 +0.8%
First Trust Advisors
44
First Trust Advisors
Illinois
$31.7M -$2.02M -23,336 -6%
WHRC
45
W.H. Reaves & Co
New Jersey
$31.5M -$1.23M -14,266 -4%
Millennium Management
46
Millennium Management
New York
$31.2M +$15.3M +176,351 +104%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.4M -$9.57M -110,520 -25%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$30.4M +$2.32M +26,792 +9%
APG Asset Management
49
APG Asset Management
Netherlands
$29.1M -$1.35M -15,600 -4%
Allianz Asset Management
50
Allianz Asset Management
Germany
$28.9M +$3.04M +35,086 +12%

ATO Hedge Fund Activity: Q2 2018 in Review

438 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2018, worth a combined $7.52B — up 9.3% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ATO positions and 30 closed out — a net gain of 29 holders — while 146 added to existing stakes and 135 trimmed.

The largest buyer was BlackRock, adding an estimated $57.3M. The largest seller was State Street, cutting an estimated $42.4M.

  • 438 institutional investors held Atmos Energy (ATO) as of Q2 2018, up from 413 in Q1 2018.
  • Funds reported $7.52B of Atmos Energy stock for Q2 2018, up 9.3% quarter-over-quarter.
  • 59 funds opened new Atmos Energy positions in Q2 2018 and 30 closed out, a net change of +29 holders.
  • The largest Atmos Energy buyer in Q2 2018 was BlackRock, an estimated $57.3M added.
  • The largest Atmos Energy seller in Q2 2018 was State Street, an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2018.