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Atmos Energy

530 hedge funds and large institutions have $11.4B invested in Atmos Energy in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 202 increasing their positions, 159 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $6.83M | Put options by funds: $2.1M

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

27% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 159

9% more capital invested

Capital invested by funds: $10.4B → $11.4B (+$931M)

5% more funds holding

Funds holding: 503530 (+27)

0.08% less ownership

Funds ownership: 84.58%84.5% (-0.08%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
530
Holders Change
+27
Holders Change %
+5.37%
% of All Funds
11.62%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
60
Increased
202
Reduced
159
Closed
32
Calls
$6.83M
Puts
$2.1M
Net Calls
+$4.74M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
501
Golden State Wealth Management
California
$12K
OC
502
Oakworth Capital
Alabama
$12K
TWA
503
TCI Wealth Advisors
Arizona
$12K
LWANC
504
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
SSB
505
Sandy Spring Bank
Maryland
$11K +$10.9K +100 New
LWM
506
Lenox Wealth Management
Ohio
$9K +$3.72K +34 +68%
WEC
507
Winslow Evans & Crocker
Massachusetts
$8K
ZB
508
Zions Bancorporation
Utah
$8K +$7.21K +66 New
CAL
509
Capital Analysts LLC
Pennsylvania
$7K
SFS
510
Sowell Financial Services
Arkansas
$5K +$4.59K +42 New
BCI
511
Brinker Capital Investments
Pennsylvania
$4K
TFO
512
Tarbox Family Office
California
$4K
SWA
513
Sutton Wealth Advisors
Florida
$3.42K
TFGT
514
TS Financial Group (TSFG)
Illinois
$3K
PFBT
515
Parkside Financial Bank & Trust
Missouri
$3K +$1.97K +18 +300%
CI
516
CX Institutional
Indiana
$2K -$339K -3,099 -99%
BBHC
517
Brown Brothers Harriman & Co
New York
$2K +$875 +8 +62%
EW
518
Evoke Wealth
California
$1.48K +$1.42K +13 New
FGAM
519
Financial Gravity Asset Management
Texas
$1K -$656 -6 -40%
BWM
520
Baystate Wealth Management
Massachusetts
$1K
CIR
521
Clear Investment Research
Georgia
$1K
CMBA
522
C.M. Bidwell & Associates
Hawaii
$1K
GWS
523
Glassman Wealth Services
Virginia
$1K +$328 +3 +100%
CBT
524
Capital Bank & Trust
California
$1K +$1.2K +11 New
UB
525
UMB Bank
Missouri
$375

ATO Hedge Fund Activity: Q3 2019 in Review

530 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2019, worth a combined $11.4B — up 8.9% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ATO positions and 32 closed out — a net gain of 28 holders — while 202 added to existing stakes and 159 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $70.8M. The largest seller was Fidelity Investments, cutting an estimated $62.6M.

  • 530 institutional investors held Atmos Energy (ATO) as of Q3 2019, up from 503 in Q2 2019.
  • Funds reported $11.4B of Atmos Energy stock for Q3 2019, up 8.9% quarter-over-quarter.
  • 60 funds opened new Atmos Energy positions in Q3 2019 and 32 closed out, a net change of +28 holders.
  • The largest Atmos Energy buyer in Q3 2019 was Magellan Asset Management, an estimated $70.8M added.
  • The largest Atmos Energy seller in Q3 2019 was Fidelity Investments, an estimated $62.6M sold.

Based on aggregated 13F filings for Q3 2019.