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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
Norges Bank
26
Norges Bank
Norway
$86M
Charles Schwab
27
Charles Schwab
California
$85.7M +$2.25M +20,609 +3%
AQR Capital Management
28
AQR Capital Management
Connecticut
$85.1M +$12.2M +111,516 +18%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$84M -$11.7M -106,978 -13%
PRO
30
Pensioenfonds Rail & OV
Netherlands
$83.7M -$2.57M -23,548 -3%
Wells Fargo
31
Wells Fargo
California
$80.2M +$2.6M +23,787 +3%
APG Asset Management
32
APG Asset Management
Netherlands
$74.3M +$35.5M +324,545 +84%
Jennison Associates
33
Jennison Associates
New York
$73.1M
SI
34
Scout Investments
Missouri
$69.3M -$7.41M -67,743 -10%
UBS AM
35
UBS AM
Illinois
$69.1M +$10.6M +96,769 +19%
MWNA
36
Marshall Wace North America
New York
$65.8M
First Trust Advisors
37
First Trust Advisors
Illinois
$64.5M +$6.2M +56,678 +11%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$63.5M +$37.1M +339,020 +155%
LM
39
Luminus Management
Texas
$58M -$42M -384,598 -43%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$52.2M -$187K -1,714 -0.4%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$51.5M +$614K +5,612 +1%
BPSG
42
Brookfield Public Securities Group
New York
$51.4M +$49.3M +450,971 New
CS
43
Credit Suisse
Switzerland
$50M +$3.55M +32,497 +8%
CTA
44
Carillon Tower Advisers
Florida
$47.6M -$5M -45,750 -10%
Swiss National Bank
45
Swiss National Bank
Switzerland
$46.5M +$3.02M +27,592 +7%
CC
46
Carlson Capital
Texas
$46.2M -$5.78M -52,892 -12%
PGH
47
Partners Group Holding
Switzerland
$45.8M +$534K +4,887 +1%
HAI
48
Hennessy Advisors Inc
California
$45.2M -$4.59M -42,000 -10%
Fidelity International
49
Fidelity International
Bermuda
$45.1M +$219 +2 +0%
Franklin Resources
50
Franklin Resources
California
$43M +$6.31M +57,754 +18%

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.