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Atmos Energy

567 hedge funds and large institutions have $11.5B invested in Atmos Energy in 2019 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 194 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 42

16% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 167

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 530567 (+37)

1% more capital invested

Capital invested by funds: $11.4B → $11.5B (+$147M)

0.22% less ownership

Funds ownership: 84.5%84.29% (-0.22%)

73% less call options, than puts

Call options by funds: $5.44M | Put options by funds: $20.1M

Holders
567
Holders Change
+37
Holders Change %
+6.98%
% of All Funds
11.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
89
Increased
194
Reduced
167
Closed
42
Calls
$5.44M
Puts
$20.1M
Net Calls
-$14.7M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
476
Proffitt & Goodson
Tennessee
$76K
CHA
477
Carmichael Hill & Associates
Maryland
$74K +$72.5K +661 New
PMFA
478
Plante Moran Financial Advisors
Michigan
$74K +$72.5K +661 New
EP
479
Eudaimonia Partners
Tennessee
$73K +$71.4K +651 New
PFGIA
480
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$69.1K +630 New
FHA
481
Flagship Harbor Advisors
Massachusetts
$69K +$439 +4 +0.7%
BFEC
482
Benjamin F. Edwards & Company
Missouri
$67K -$34.5K -315 -34%
GWM
483
Geneos Wealth Management
Colorado
$64K
S
484
SignatureFD
Georgia
$64K +$2.74K +25 +5%
TFO
485
Tarbox Family Office
California
$64K +$59.3K +541 +1,546%
RMC
486
Resources Management Corp
Connecticut
$62K
ST
487
Smithfield Trust
Pennsylvania
$60K
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$58K
EFSCE
489
Enterprise Financial Services Corp (EFSC)
Missouri
$56K
BCWM
490
Bartlett & Co Wealth Management
Ohio
$55.9K -$11K -100 -17%
AC
491
Asio Capital
Kentucky
$55.9K +$54.8K +500 New
SBL
492
Sargent Bickham Lagudis
Colorado
$54K +$219 +2 +0.4%
EI
493
Ellevest Inc
New York
$53K +$51.7K +471 +15,700%
RMAM
494
Raab & Moskowitz Asset Management
New Jersey
$53K +$52.1K +475 New
Rockefeller Capital Management
495
Rockefeller Capital Management
New York
$51K +$1.97K +18 +4%
AA
496
Argent Advisors
Louisiana
$51K +$50.5K +460 New
SIAS
497
Shine Investment Advisory Services
Colorado
$50K
NG
498
NWK Group
California
$50K +$49.5K +451 New
AssetMark Inc
499
AssetMark Inc
California
$47K -$2.63K -24 -5%
AP
500
Americana Partners
Texas
$44K +$43.8K +399 New

ATO Hedge Fund Activity: Q4 2019 in Review

567 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2019, worth a combined $11.5B — up 1.3% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ATO positions and 42 closed out — a net gain of 47 holders — while 194 added to existing stakes and 167 trimmed.

The largest buyer was BlackRock, adding an estimated $112M. The largest seller was Citadel Advisors, cutting an estimated $80.9M.

  • 567 institutional investors held Atmos Energy (ATO) as of Q4 2019, up from 530 in Q3 2019.
  • Funds reported $11.5B of Atmos Energy stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 89 funds opened new Atmos Energy positions in Q4 2019 and 42 closed out, a net change of +47 holders.
  • The largest Atmos Energy buyer in Q4 2019 was BlackRock, an estimated $112M added.
  • The largest Atmos Energy seller in Q4 2019 was Citadel Advisors, an estimated $80.9M sold.

Based on aggregated 13F filings for Q4 2019.