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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
CI
551
CX Institutional
Indiana
$2K
EW
552
Evoke Wealth
California
$1.45K
SFS
553
Sowell Financial Services
Arkansas
$1K -$3.18K -29 -69%
BBHC
554
Brown Brothers Harriman & Co
New York
$1K -$1.43K -13 -62%
BWM
555
Baystate Wealth Management
Massachusetts
$1K
CMBA
556
C.M. Bidwell & Associates
Hawaii
$1K
SL
557
Savior LLC
Massachusetts
$1K +$768 +7 New
LC
558
Lindbrook Capital
California
$1K +$877 +8 New
PW
559
Price Wealth
Texas
$1K +$1.32K +12 New
GEA
560
Glen Eagle Advisors
New Jersey
$671 +$658 +6 New
ED
561
Exane Derivatives
France
$227
PAA
562
Peregrine Asset Advisers
Oregon
$224 -$21.9K -200 -9%
CC
563
Carlson Capital
Texas
-$46.2M -405,245 Closed
Lord, Abbett & Co
564
Lord, Abbett & Co
New Jersey
-$18M -157,700 Closed
Renaissance Technologies
565
Renaissance Technologies
New York
-$6.03M -52,900 Closed
NLGIA
566
Nippon Life Global Investors Americas
New York
-$5.55M -48,700 Closed
Schroder Investment Management Group
567
Schroder Investment Management Group
United Kingdom
-$4.45M -39,000 Closed
PP
568
Prudential plc
United Kingdom
-$3.85M -33,757 Closed
HighTower Advisors
569
HighTower Advisors
Illinois
-$3.8M -33,367 Closed
UFF
570
USA Financial Formulas
Michigan
-$2.66M -24,247 -100%
EAM
571
Erste Asset Management
Austria
-$1.56M -14,200 Closed
Bessemer Group
572
Bessemer Group
New Jersey
-$1.49M -13,117 Closed
PCM
573
Penserra Capital Management
California
-$1.47M -12,948 Closed
BS
574
Bessemer Securities
New York
-$1.46M -12,790 Closed
GCA
575
Gideon Capital Advisors
New York
-$1.26M -11,105 Closed

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.