Atmos Energy
552 hedge funds and large institutions have $10.4B invested in Atmos Energy in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 180 reducing their positions, and 76 closing their positions.
48% more call options, than puts
Call options by funds: $3.67M | Put options by funds: $2.47M
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
18% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 180
1.09% more ownership
Funds ownership: 84.29% → 85.38% (+1.1%)
3% less funds holding
Funds holding: 567 → 552 (-15)
10% less capital invested
Capital invested by funds: $11.5B → $10.4B (-$1.16B)
12% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Pendal Group
Sydney,
Australia
|
+$125M |
| 2 |
ProShare Advisors
Bethesda,
Maryland
|
+$95.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55M |
| 4 |
Morgan Stanley
New York
|
+$52M |
| 5 |
BlackRock
New York
|
+$50.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPSG
Brookfield Public Securities Group
New York
|
-$131M |
| 2 |
Credit Agricole
Montrouge Cedex,
France
|
-$74.2M |
| 3 |
Goldman Sachs
New York
|
-$58.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.1M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$36M |
ATO Hedge Fund Activity: Q1 2020 in Review
552 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2020, worth a combined $10.4B — down 10% from $11.5B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of ATO and 67 opened new positions — a net loss of 9 holders — while 180 trimmed existing stakes and 212 added.
The largest buyer was Pendal Group, opening a new position worth an estimated $125M. The largest seller was Brookfield Public Securities Group, exiting entirely with an estimated $131M sold.
- 552 institutional investors held Atmos Energy (ATO) as of Q1 2020, down from 567 in Q4 2019.
- Funds reported $10.4B of Atmos Energy stock for Q1 2020, down 10% quarter-over-quarter.
- 67 funds opened new Atmos Energy positions in Q1 2020 and 76 closed out, a net change of -9 holders.
- The largest Atmos Energy buyer in Q1 2020 was Pendal Group, an estimated $125M added.
- The largest Atmos Energy seller in Q1 2020 was Brookfield Public Securities Group, an estimated $131M sold.
Based on aggregated 13F filings for Q1 2020.