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.
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: 503 → 530 (+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: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$70.8M |
| 2 |
Morgan Stanley
New York
|
+$65.7M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$37.1M |
| 4 |
BlackRock
New York
|
+$35.8M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$35.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$62.6M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$53.8M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$46M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
-$42M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$33.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CBOA
551
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| – | -$28K | -278 | Closed |
|
|
TA
552
TCG Advisors
Austin,
Texas
| – | -$25K | -233 | Closed |
|
|
ACS
553
Archford Capital Strategies
Swansea,
Illinois
| – | -$19K | -184 | Closed |
|
|
NCM
554
Next Capital Management
New York
| – | -$18K | -174 | Closed |
|
555
Lazard Asset Management
New York
| – | -$13K | -130 | Closed |
|
|
PCMK
556
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| – | -$14K | -129 | Closed |
|
|
CFGS
557
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$8.53K | -78 | Closed |
|
|
BWM
558
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$2K | -16 | Closed |
|
|
EI
559
Ellevest Inc
New York
| – | +$328 | +3 | New |
|
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.