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Atmos Energy

503 hedge funds and large institutions have $10.4B invested in Atmos Energy in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $1.22M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 162

1.63% more ownership

Funds ownership: 82.95%84.58% (+1.6%)

5% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$462M)

4% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 52

1% less funds holding

Funds holding: 507503 (-4)

Holders
503
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
10.93%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
54
Increased
180
Reduced
162
Closed
52
Calls
$3.62M
Puts
$1.22M
Net Calls
+$2.4M
Net Calls Change
+$642K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
476
TCI Wealth Advisors
Arizona
$11K -$307 -3 -3%
GSWM
477
Golden State Wealth Management
California
$11K
LWANC
478
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
OC
479
Oakworth Capital
Alabama
$11K
CFG
480
Citizens Financial Group
Rhode Island
$11K +$10.8K +105 New
CFGS
481
Concourse Financial Group Securities
Alabama
$8K -$37.3K -364 -82%
CAL
482
Capital Analysts LLC
Pennsylvania
$7K
WEC
483
Winslow Evans & Crocker
Massachusetts
$6K
LWM
484
Lenox Wealth Management
Ohio
$5K -$25.6K -250 -83%
BCI
485
Brinker Capital Investments
Pennsylvania
$4K
TFO
486
Tarbox Family Office
California
$4K +$3.58K +35 New
SWA
487
Sutton Wealth Advisors
Florida
$3.17K +$819 +8 +36%
TFGT
488
TS Financial Group (TSFG)
Illinois
$3K
FGAM
489
Financial Gravity Asset Management
Texas
$2K -$1.74K -17 -53%
BWM
490
BerganKDV Wealth Management
Minnesota
$2K +$1.64K +16 New
BBHC
491
Brown Brothers Harriman & Co
New York
$1K -$19.1K -187 -94%
BWM
492
Baystate Wealth Management
Massachusetts
$1K
CIR
493
Clear Investment Research
Georgia
$1K
CMBA
494
C.M. Bidwell & Associates
Hawaii
$1K
PFBT
495
Parkside Financial Bank & Trust
Missouri
$1K +$307 +3 +100%
MUAMU
496
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$475
UB
497
UMB Bank
Missouri
$348
GT
498
Glenmede Trust
Pennsylvania
$224 -$5.84K -57 -3%
ED
499
Exane Derivatives
France
$211 +$205 +2 New
GQG Partners
500
GQG Partners
Florida
-$98.8M -963,057 Closed

ATO Hedge Fund Activity: Q2 2019 in Review

503 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2019, worth a combined $10.4B — up 4.6% from $9.97B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ATO positions and 52 closed out — a net gain of 2 holders — while 180 added to existing stakes and 162 trimmed.

The largest buyer was Invesco, adding an estimated $132M. The largest seller was GQG Partners, exiting entirely with an estimated $98.8M sold.

  • 503 institutional investors held Atmos Energy (ATO) as of Q2 2019, down from 507 in Q1 2019.
  • Funds reported $10.4B of Atmos Energy stock for Q2 2019, up 4.6% quarter-over-quarter.
  • 54 funds opened new Atmos Energy positions in Q2 2019 and 52 closed out, a net change of +2 holders.
  • The largest Atmos Energy buyer in Q2 2019 was Invesco, an estimated $132M added.
  • The largest Atmos Energy seller in Q2 2019 was GQG Partners, an estimated $98.8M sold.

Based on aggregated 13F filings for Q2 2019.