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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
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$2.7M +$77.9K +900 +3%
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.7M +$5.37K +62 +0.2%
HAM
153
Highstreet Asset Management
Ontario, Canada
$2.69M +$2.55M +29,470 +7,880%
DZ Bank
154
DZ Bank
Germany
$2.58M +$2.47M +28,580 New
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$2.56M +$52.2K +603 +2%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$2.55M -$94.8K -1,095 -4%
EP
157
Elkfork Partners
Oregon
$2.5M +$901K +10,404 +60%
Caisse de Depot et Placement du Quebec (CDPQ)
158
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.47M -$1.56M -18,000 -40%
LMGAM
159
Liberty Mutual Group Asset Management
Massachusetts
$2.39M +$25.2K +291 +1%
MERSOM
160
Municipal Employees' Retirement System of Michigan
Michigan
$2.35M -$731K -8,440 -24%
NMERB
161
New Mexico Educational Retirement Board
New Mexico
$2.34M -$390K -4,500 -15%
ANB
162
Amarillo National Bank
Texas
$2.33M
State of New Jersey Common Pension Fund D
163
State of New Jersey Common Pension Fund D
New Jersey
$2.25M
FWIA
164
Fort Washington Investment Advisors
Ohio
$2.22M
FDS
165
First Dallas Securities
Texas
$2.15M -$22K -254 -1%
VOYA Investment Management
166
VOYA Investment Management
Georgia
$2.07M -$502K -5,794 -20%
GHCM
167
Glen Harbor Capital Management
California
$2.06M +$742K +8,568 +60%
Marshall Wace
168
Marshall Wace
United Kingdom
$2.05M +$92.3K +1,066 +5%
AIM
169
Assured Investment Management
New York
$2.03M -$171K -1,972 -8%
DBG
170
De Burlo Group
Massachusetts
$2.01M -$86.6K -1,000 -4%
AAM
171
Advisors Asset Management
Colorado
$2M +$417K +4,819 +28%
CS
172
Candriam SCA
Luxembourg
$1.97M +$1.35M +15,557 +246%
NMIMC
173
Northwestern Mutual Investment Management Company
Wisconsin
$1.97M -$75.7K -874 -4%
AB
174
Amalgamated Bank
New York
$1.97M +$1.82K +21 +0.1%
TRSOTSOK
175
Teachers Retirement System of the State of Kentucky
Kentucky
$1.93M

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.