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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B +$33.9M +391,353 +3%
BlackRock
2
BlackRock
New York
$990M +$57.3M +661,567 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$665M -$25.2M -290,740 -4%
State Street
4
State Street
Massachusetts
$539M -$42.4M -490,097 -8%
American Century Companies
5
American Century Companies
Missouri
$256M -$7.68M -88,670 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$190M -$17.9M -206,871 -9%
MAM
7
Magellan Asset Management
Australia
$173M +$18.3M +211,446 +12%
Cohen & Steers
8
Cohen & Steers
New York
$131M +$1.36M +15,743 +1%
MWNA
9
Marshall Wace North America
New York
$128M +$19.5M +225,465 +19%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$125M +$2.4M +27,722 +2%
SWA
11
SFMG Wealth Advisors
Texas
$98.4M +$1.55M +17,959 +2%
Goldman Sachs
12
Goldman Sachs
New York
$97.3M -$3.29M -38,012 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$89.4M +$2.28M +26,383 +3%
Northern Trust
14
Northern Trust
Illinois
$85.6M +$1.3M +15,028 +2%
PRO
15
Pensioenfonds Rail & OV
Netherlands
$80.1M +$1.44M +16,687 +2%
Principal Financial Group
16
Principal Financial Group
Iowa
$77.1M +$17.6M +202,931 +31%
Jennison Associates
17
Jennison Associates
New York
$76.7M -$11.4M -131,493 -13%
SI
18
Scout Investments
Missouri
$73.3M -$1.08M -12,511 -2%
DPIM
19
Duff & Phelps Investment Management
Illinois
$71.9M -$88.7K -1,025 -0.1%
Legal & General Group
20
Legal & General Group
United Kingdom
$62.3M +$6.5M +75,125 +12%
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$58.8M
TCIM
22
TIAA CREF Investment Management
New York
$58.8M -$4.38M -50,593 -7%
SAM
23
Silvercrest Asset Management
New York
$57.7M +$336K +3,885 +0.6%
CRM
24
Cramer Rosenthal McGlynn
Connecticut
$53.3M -$7.43M -85,815 -13%
BC
25
Brookfield Corp
Ontario, Canada
$51.4M +$49.3M +569,912 New

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.