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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
BWM
476
Baystate Wealth Management
Massachusetts
$25K +$25.2K +252 +2,520%
VFA
477
Valeo Financial Advisors
Indiana
$24K -$3K -30 -11%
OSNBOA
478
Old Second National Bank of Aurora
Illinois
$20K
VCM
479
Versant Capital Management
Arizona
$20K +$299 +3 +1%
EIP
480
Ellis Investment Partners
Pennsylvania
$19K
FFC
481
First Financial Corp
Indiana
$19K
PP
482
PrairieView Partners
Minnesota
$19K
SFPG
483
Stonebridge Financial Planning Group
Florida
$19K
TCM
484
Tradewinds Capital Management
Washington
$18K
C
485
Cerebellum
California
$17K -$121K -1,216 -88%
SFA
486
Semmax Financial Advisors
North Carolina
$15K
TFO
487
Tarbox Family Office
California
$15K
AP
488
Atwood & Palmer
Missouri
$14K +$14.6K +146 New
CTC
489
Central Trust Company
Missouri
$13K -$1.5K -15 -10%
GAM
490
Gemmer Asset Management
California
$13K
RBC
491
Roble Belko & Company
Pennsylvania
$11K
FCM
492
Firestone Capital Management
Florida
$11K +$100 +1 +0.9%
HR
493
Howe & Rusling
New York
$11K +$11.5K +115 New
AL
494
AJO LP
Pennsylvania
$11K +$11.8K +118 New
NIM
495
NuWave Investment Management
New Jersey
$11K +$12K +120 New
TWA
496
TCI Wealth Advisors
Arizona
$10K -$399 -4 -4%
OC
497
Oakworth Capital
Alabama
$10K
SSB
498
Sandy Spring Bank
Maryland
$10K
CSPIA
499
Cary Street Partners Investment Advisory
Virginia
$10K +$9.98K +100 New
FCB
500
First Command Bank
Texas
$9K

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.