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Atmos Energy

507 hedge funds and large institutions have $9.97B invested in Atmos Energy in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 170 increasing their positions, 164 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $1.14M

105% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 39

17% more capital invested

Capital invested by funds: $8.51B → $9.97B (+$1.46B)

8% more funds holding

Funds holding: 469507 (+38)

3.4% more ownership

Funds ownership: 79.55%82.95% (+3.4%)

4% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 164

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
507
Holders Change
+38
Holders Change %
+8.1%
% of All Funds
10.97%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
80
Increased
170
Reduced
164
Closed
39
Calls
$2.9M
Puts
$1.14M
Net Calls
+$1.76M
Net Calls Change
-$990K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.49B +$209M +2,147,747 +17%
BlackRock
2
BlackRock
New York
$1.07B -$307M -3,148,881 -23%
State Street
3
State Street
Massachusetts
$836M +$207M +2,125,672 +35%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$675M +$68.2M +699,775 +12%
American Century Companies
5
American Century Companies
Missouri
$344M +$15.5M +159,231 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$293M -$51.2M -525,683 -16%
MAM
7
Magellan Asset Management
Australia
$279M +$13.4M +137,651 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$176M +$56.9M +584,126 +52%
Deutsche Bank
9
Deutsche Bank
Germany
$169M +$71.2M +730,635 +80%
Cohen & Steers
10
Cohen & Steers
New York
$146M -$1.99M -20,468 -1%
Legal & General Group
11
Legal & General Group
United Kingdom
$133M +$48.3M +495,395 +62%
Northern Trust
12
Northern Trust
Illinois
$130M +$20.9M +214,567 +20%
Goldman Sachs
13
Goldman Sachs
New York
$130M +$1.78M +18,265 +1%
Morgan Stanley
14
Morgan Stanley
New York
$115M +$50.7M +519,848 +87%
SWA
15
SFMG Wealth Advisors
Texas
$115M +$1.33M +13,640 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$102M -$37.4M -383,983 -28%
GQG Partners
17
GQG Partners
Florida
$98.8M +$10.3M +105,860 +12%
BC
18
Brookfield Corp
Ontario, Canada
$98.8M +$2.06M +21,155 +2%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$96.8M +$2.38M +24,439 +3%
MBA
20
Maple-Brown Abbott
Australia
$89.4M +$40.3M +413,040 +90%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$88.5M +$40.6M +416,842 +94%
Invesco
22
Invesco
Georgia
$86.7M +$19.2M +197,454 +31%
DPIM
23
Duff & Phelps Investment Management
Illinois
$81.6M -$208K -2,135 -0.3%
SAM
24
Silvercrest Asset Management
New York
$81.3M +$10.8M +111,024 +16%
PRO
25
Pensioenfonds Rail & OV
Netherlands
$78.2M -$11.3M -115,792 -13%

ATO Hedge Fund Activity: Q1 2019 in Review

507 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2019, worth a combined $9.97B — up 17% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ATO positions and 39 closed out — a net gain of 41 holders — while 170 added to existing stakes and 164 trimmed.

The largest buyer was Vanguard Group, adding an estimated $209M. The largest seller was BlackRock, cutting an estimated $307M.

  • 507 institutional investors held Atmos Energy (ATO) as of Q1 2019, up from 469 in Q4 2018.
  • Funds reported $9.97B of Atmos Energy stock for Q1 2019, up 17% quarter-over-quarter.
  • 80 funds opened new Atmos Energy positions in Q1 2019 and 39 closed out, a net change of +41 holders.
  • The largest Atmos Energy buyer in Q1 2019 was Vanguard Group, an estimated $209M added.
  • The largest Atmos Energy seller in Q1 2019 was BlackRock, an estimated $307M sold.

Based on aggregated 13F filings for Q1 2019.