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Atmos Energy
ATO

469 hedge funds and large institutions have $8.51B invested in Atmos Energy in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 178 increasing their positions, 129 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $760K

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

38% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 129

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

9% more capital invested

Capital invested by funds: $7.8B → $8.51B (+$708M)

4.42% more ownership

Funds ownership: 75.13% → 79.55% (+4.4%)

4% more funds holding

Funds holding: 452 → 469 (+17)

Holders
469
Holders Change
+17
Holders Change %
+3.76%
% of All Funds
10.45%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
68
Increased
178
Reduced
129
Closed
45
Calls
$3.51M
Puts
$760K
Net Calls
+$2.75M
Net Calls Change
+$2.56M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$215M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$131M
3
GQG Partners
GQG Partners
Florida
+$81.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$59.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$47.9M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.9M
2
MWNA
Marshall Wace North America
New York
-$71.6M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$43M
4
First Trust Advisors
First Trust Advisors
Illinois
-$17.3M
5
Renaissance Technologies
Renaissance Technologies
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
501
Raab & Moskowitz Asset Management
New Jersey
– -$44K -475 Closed
SWM
502
SeaCrest Wealth Management
New York
– -$38K -400 Closed
APP
503
Avantax Planning Partners
Iowa
– -$32K -343 Closed
PWAG
504
Polaris Wealth Advisory Group
California
– -$32K -335 Closed
CAG
505
Csenge Advisory Group
Florida
– -$22K -231 Closed
BAMG
506
Brand Asset Management Group
Missouri
– -$19K -200 Closed
WSTAM
507
Wilbanks Smith & Thomas Asset Management
Virginia
– -$19K -200 Closed
ZB
508
Zions Bancorporation
Utah
– -$12K -132 Closed
BWA
509
BDO Wealth Advisors
Florida
– -$10K -109 Closed
KF
510
Krilogy Financial
Missouri
– -$6K -60 Closed
WCM
511
WealthBridge Capital Management
Ohio
– +$382 +4 New
17 18 19 20
21

ATO Hedge Fund Activity: Q4 2018 in Review

469 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2018, worth a combined $8.51B — up 9.1% from $7.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new ATO positions and 45 closed out — a net gain of 23 holders — while 178 added to existing stakes and 129 trimmed.

The largest buyer was BlackRock, adding an estimated $215M. The largest seller was T. Rowe Price Associates, cutting an estimated $76.9M.

  • 469 institutional investors held Atmos Energy (ATO) as of Q4 2018, up from 452 in Q3 2018.
  • Funds reported $8.51B of Atmos Energy stock for Q4 2018, up 9.1% quarter-over-quarter.
  • 68 funds opened new Atmos Energy positions in Q4 2018 and 45 closed out, a net change of +23 holders.
  • The largest Atmos Energy buyer in Q4 2018 was BlackRock, an estimated $215M added.
  • The largest Atmos Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2018.