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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
Bank of America
26
Bank of America
North Carolina
$92M +$6.68M +66,883 +7%
PRO
27
Pensioenfonds Rail & OV
Netherlands
$90.1M +$3.56M +35,702 +4%
ProShare Advisors
28
ProShare Advisors
Maryland
$87.9M +$12.8M +128,101 +16%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$77.4M +$3.05M +30,507 +4%
Charles Schwab
30
Charles Schwab
California
$75.3M -$2.37M -23,726 -3%
APG Asset Management
31
APG Asset Management
Netherlands
$69M +$14.3M +143,177 +20%
First Trust Advisors
32
First Trust Advisors
Illinois
$67.2M +$19.1M +191,065 +37%
AQR Capital Management
33
AQR Capital Management
Connecticut
$62.5M -$4.3M -43,085 -6%
UBS AM
34
UBS AM
Illinois
$57.1M +$744K +7,452 +1%
Fidelity International
35
Fidelity International
Bermuda
$56.4M
EIP
36
Energy Income Partners
Connecticut
$55.6M +$2.91M +29,183 +5%
WHRC
37
W.H. Reaves & Co
New Jersey
$53.7M +$5.11M +51,213 +10%
PGH
38
Partners Group Holding
Switzerland
$52.3M +$5.13M +51,381 +10%
CS
39
Credit Suisse
Switzerland
$52M +$3.04M +30,434 +6%
ACI
40
AMP Capital Investors
Australia
$48.8M +$6.32M +63,347 +14%
Swiss National Bank
41
Swiss National Bank
Switzerland
$48M -$519K -5,200 -1%
AAM
42
Ardevora Asset Management
United Kingdom
$46.1M +$1.09M +10,900 +2%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$45.2M -$3.34M -33,496 -7%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$44.8M +$2.71M +27,123 +6%
BTW
45
Boston Trust Walden
Massachusetts
$39.1M +$23M +230,866 +130%
Norges Bank
46
Norges Bank
Norway
$34.1M +$450K +4,504 +1%
PPA
47
Parametric Portfolio Associates
Washington
$33.2M +$1.29M +12,929 +4%
BG
48
Bahl & Gaynor
Ohio
$29.2M -$185K -1,854 -0.6%
SI
49
Scout Investments
Missouri
$28.9M -$82.3K -824 -0.3%
Franklin Resources
50
Franklin Resources
California
$28.5M -$499K -4,996 -2%

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.