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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
AIM
501
AIA Investment Management
Singapore
$41K
GLI
502
Guardian Life Insurance
New York
$39K
WAP
503
Wealthcare Advisory Partners
Pennsylvania
$39K
QCG
504
Quadrant Capital Group
Ohio
$34K +$5.16K +47 +15%
SAM
505
S.A. Mason
Michigan
$34K +$32.9K +300 New
FRA
506
Front Row Advisors
California
$31K
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$30K
GWMIA
508
Global Wealth Management Investment Advisory
Florida
$30K
VFA
509
Valeo Financial Advisors
Indiana
$28K
APA
510
American Portfolios Advisors
New York
$26.6K -$517K -4,718 -95%
PWP
511
Personal Wealth Partners
Minnesota
$25K
OSNBOA
512
Old Second National Bank of Aurora
Illinois
$24K
FANJ
513
Financial Architects (New Jersey)
New Jersey
$23K
BL
514
Balentine LLC
Georgia
$22K
FFC
515
First Financial Corp
Indiana
$22K
MCA
516
Mercer Capital Advisers
New Jersey
$22K
SFPG
517
Stonebridge Financial Planning Group
Florida
$22K +$21.9K +200 New
TCM
518
Tradewinds Capital Management
Washington
$21K
BCA
519
Berman Capital Advisors
Georgia
$21K +$1.65K +15 +9%
VCM
520
Versant Capital Management
Arizona
$20K -$3.84K -35 -16%
AIC
521
Ameritas Investment Company
Nebraska
$20K
H
522
Hexavest
Quebec, Canada
$20K
NP
523
NorthRock Partners
Minnesota
$18K +$17.7K +161 New
CTC
524
Central Trust Company
Missouri
$17K
SFA
525
Semmax Financial Advisors
North Carolina
$17K

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.