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Atmos Energy

469 hedge funds and large institutions have $8.51B invested in Atmos Energy in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 178 increasing their positions, 129 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $760K

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

38% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 129

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

9% more capital invested

Capital invested by funds: $7.8B → $8.51B (+$708M)

4.42% more ownership

Funds ownership: 75.13%79.55% (+4.4%)

4% more funds holding

Funds holding: 452469 (+17)

Holders
469
Holders Change
+17
Holders Change %
+3.76%
% of All Funds
10.45%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
68
Increased
178
Reduced
129
Closed
45
Calls
$3.51M
Puts
$760K
Net Calls
+$2.75M
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.25B +$215M +2,251,627 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.15B +$59.6M +623,077 +5%
State Street
3
State Street
Massachusetts
$556M -$4.77M -49,863 -0.8%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$543M -$76.9M -804,658 -12%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$312M +$131M +1,371,891 +69%
American Century Companies
6
American Century Companies
Missouri
$295M +$35.2M +368,209 +13%
MAM
7
Magellan Asset Management
Australia
$239M +$46.4M +485,347 +23%
Cohen & Steers
8
Cohen & Steers
New York
$133M -$1.98M -20,695 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$127M -$2.02M -21,132 -2%
Goldman Sachs
10
Goldman Sachs
New York
$115M +$21.9M +229,612 +23%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$105M +$10.2M +106,370 +10%
SWA
12
SFMG Wealth Advisors
Texas
$102M +$1.7M +17,782 +2%
Northern Trust
13
Northern Trust
Illinois
$97.4M +$7.89M +82,537 +9%
BC
14
Brookfield Corp
Ontario, Canada
$87.1M +$25.5M +266,867 +40%
Deutsche Bank
15
Deutsche Bank
Germany
$84.8M +$25.8M +269,566 +42%
PRO
16
Pensioenfonds Rail & OV
Netherlands
$81.2M -$1.17M -12,238 -1%
GQG Partners
17
GQG Partners
Florida
$79.6M +$81.9M +857,197 New
Jennison Associates
18
Jennison Associates
New York
$78.9M
Legal & General Group
19
Legal & General Group
United Kingdom
$73.9M +$8.47M +88,573 +12%
DPIM
20
Duff & Phelps Investment Management
Illinois
$73.7M -$239K -2,497 -0.3%
SI
21
Scout Investments
Missouri
$73.1M +$1.31M +13,721 +2%
Principal Financial Group
22
Principal Financial Group
Iowa
$68.6M -$2.3M -24,076 -3%
SAM
23
Silvercrest Asset Management
New York
$63M +$260K +2,722 +0.4%
MWNA
24
Marshall Wace North America
New York
$62.3M -$71.6M -749,464 -53%
Invesco
25
Invesco
Georgia
$59.8M +$14.6M +152,930 +31%

ATO Hedge Fund Activity: Q4 2018 in Review

469 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2018, worth a combined $8.51B — up 9.1% from $7.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new ATO positions and 45 closed out — a net gain of 23 holders — while 178 added to existing stakes and 129 trimmed.

The largest buyer was BlackRock, adding an estimated $215M. The largest seller was T. Rowe Price Associates, cutting an estimated $76.9M.

  • 469 institutional investors held Atmos Energy (ATO) as of Q4 2018, up from 452 in Q3 2018.
  • Funds reported $8.51B of Atmos Energy stock for Q4 2018, up 9.1% quarter-over-quarter.
  • 68 funds opened new Atmos Energy positions in Q4 2018 and 45 closed out, a net change of +23 holders.
  • The largest Atmos Energy buyer in Q4 2018 was BlackRock, an estimated $215M added.
  • The largest Atmos Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2018.