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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
VCP
526
Verus Capital Partners
Arizona
$17K +$16.5K +150 New
GAM
527
Gemmer Asset Management
California
$15K
CFG
528
Citizens Financial Group
Rhode Island
$14K +$1.65K +15 +14%
SSB
529
Sandy Spring Bank
Maryland
$14K +$2.3K +21 +21%
RBC
530
Roble Belko & Company
Pennsylvania
$13K
OC
531
Oakworth Capital
Alabama
$12K
TWA
532
TCI Wealth Advisors
Arizona
$12K
FCM
533
Firestone Capital Management
Florida
$12K +$12.1K +110 New
LWANC
534
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
OSAM
535
O'Shaughnessy Asset Management
Connecticut
$11K +$10.3K +94 New
SC
536
Solstein Capital
California
$11K +$10.7K +98 New
TPCW
537
TD Private Client Wealth
New York
$10.1K +$9.87K +90 New
LWM
538
Lenox Wealth Management
Ohio
$9K
VAIA
539
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.99K +82 New
CAL
540
Capital Analysts LLC
Pennsylvania
$8K
WEC
541
Winslow Evans & Crocker
Massachusetts
$8K
ZB
542
Zions Bancorporation
Utah
$7K
BCI
543
Brinker Capital Investments
Pennsylvania
$4K
PFBT
544
Parkside Financial Bank & Trust
Missouri
$4K +$1.65K +15 +63%
IA
545
IndexIQ Advisors
New York
$4K +$4.39K +40 New
SWA
546
Sutton Wealth Advisors
Florida
$3.36K
TFGT
547
TS Financial Group (TSFG)
Illinois
$3K
BWM
548
BerganKDV Wealth Management
Minnesota
$3K +$2.74K +25 New
AWA
549
Arkadios Wealth Advisors
Georgia
$2.51K +$2.3K +21 New
CG
550
Cutler Group
California
$2K -$9.98K -91 -79%

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.