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Atmos Energy

438 hedge funds and large institutions have $7.52B invested in Atmos Energy in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 30

61% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $1.77M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more capital invested

Capital invested by funds: $6.89B → $7.52B (+$638M)

6% more funds holding

Funds holding: 413438 (+25)

1.53% more ownership

Funds ownership: 73.74%75.27% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 135

Holders
438
Holders Change
+25
Holders Change %
+6.05%
% of All Funds
10.03%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
59
Increased
146
Reduced
135
Closed
30
Calls
$2.86M
Puts
$1.77M
Net Calls
+$1.08M
Net Calls Change
-$940K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$4.25M -$235K -2,718 -5%
ARTA
127
A.R.T. Advisors
New York
$4.17M +$4.01M +46,300 New
Barclays
128
Barclays
United Kingdom
$4.12M +$713K +8,239 +22%
Citadel Advisors
129
Citadel Advisors
Florida
$4.12M +$529K +6,116 +15%
Robeco Institutional Asset Management
130
Robeco Institutional Asset Management
Netherlands
$4.03M
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$3.89M +$108K +1,248 +3%
SOMRS
132
State of Michigan Retirement System
Michigan
$3.69M +$43.3K +500 +1%
BG
133
Bahl & Gaynor
Ohio
$3.54M +$711K +8,210 +26%
DCM
134
Driehaus Capital Management
Illinois
$3.51M +$1.96M +22,600 +138%
EIA
135
Edgemoor Investment Advisors
Maryland
$3.49M -$32.6K -377 -1%
KeyBank National Association
136
KeyBank National Association
Ohio
$3.46M -$132K -1,522 -4%
CWM
137
CIBC World Markets
New York
$3.42M -$1.74M -20,100 -35%
GIBU
138
Gulf International Bank (UK)
United Kingdom
$3.42M +$602K +6,960 +22%
Stifel Financial
139
Stifel Financial
Missouri
$3.36M -$239K -2,759 -7%
CIM
140
Castleton Investment Management
Connecticut
$3.3M +$3.17M +36,612 New
Pacer Advisors
141
Pacer Advisors
Pennsylvania
$3.17M +$383K +4,424 +14%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$3.1M +$1.16M +13,402 +64%
TCOV
143
Trust Company of Vermont
Vermont
$3.05M -$51.6K -596 -2%
CIMLRA
144
CBRE Investment Management Listed Real Assets
Pennsylvania
$3.02M -$17.6K -203 -0.6%
BCIM
145
British Columbia Investment Management
British Columbia, Canada
$3.01M -$564K -6,521 -16%
Los Angeles Capital Management
146
Los Angeles Capital Management
California
$2.97M +$424K +4,900 +17%
MLICM
147
Metropolitan Life Insurance Company (MetLife)
New York
$2.88M +$2.5M +28,827 +917%
TYCC
148
Texas Yale Capital Corp
Florida
$2.83M
SBH
149
Segall Bryant & Hamill
Illinois
$2.83M +$2.71M +31,346 New
State of Tennessee, Department of Treasury
150
State of Tennessee, Department of Treasury
Tennessee
$2.7M

ATO Hedge Fund Activity: Q2 2018 in Review

438 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2018, worth a combined $7.52B — up 9.3% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ATO positions and 30 closed out — a net gain of 29 holders — while 146 added to existing stakes and 135 trimmed.

The largest buyer was BlackRock, adding an estimated $57.3M. The largest seller was State Street, cutting an estimated $42.4M.

  • 438 institutional investors held Atmos Energy (ATO) as of Q2 2018, up from 413 in Q1 2018.
  • Funds reported $7.52B of Atmos Energy stock for Q2 2018, up 9.3% quarter-over-quarter.
  • 59 funds opened new Atmos Energy positions in Q2 2018 and 30 closed out, a net change of +29 holders.
  • The largest Atmos Energy buyer in Q2 2018 was BlackRock, an estimated $57.3M added.
  • The largest Atmos Energy seller in Q2 2018 was State Street, an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2018.