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Atmos Energy

530 hedge funds and large institutions have $11.4B invested in Atmos Energy in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 202 increasing their positions, 159 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $6.83M | Put options by funds: $2.1M

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

27% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 159

9% more capital invested

Capital invested by funds: $10.4B → $11.4B (+$931M)

5% more funds holding

Funds holding: 503530 (+27)

0.08% less ownership

Funds ownership: 84.58%84.5% (-0.08%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
530
Holders Change
+27
Holders Change %
+5.37%
% of All Funds
11.62%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
60
Increased
202
Reduced
159
Closed
32
Calls
$6.83M
Puts
$2.1M
Net Calls
+$4.74M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.66B +$10.5M +96,118 +0.7%
BlackRock
2
BlackRock
New York
$1.13B +$35.8M +327,066 +3%
State Street
3
State Street
Massachusetts
$955M -$6.97M -63,753 -0.8%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$688M -$30M -274,581 -4%
MAM
5
Magellan Asset Management
Australia
$405M +$70.8M +647,574 +22%
American Century Companies
6
American Century Companies
Missouri
$388M +$2.16M +19,796 +0.6%
Invesco
7
Invesco
Georgia
$258M +$14.6M +133,117 +6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$234M -$62.6M -572,602 -22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$208M +$3.64M +33,269 +2%
Legal & General Group
10
Legal & General Group
United Kingdom
$181M +$6.43M +58,838 +4%
Deutsche Bank
11
Deutsche Bank
Germany
$169M -$53.8M -491,883 -25%
Goldman Sachs
12
Goldman Sachs
New York
$163M +$5.69M +52,036 +4%
Morgan Stanley
13
Morgan Stanley
New York
$160M +$65.7M +601,086 +75%
Northern Trust
14
Northern Trust
Illinois
$157M +$420K +3,844 +0.3%
Cohen & Steers
15
Cohen & Steers
New York
$154M -$5.1M -46,667 -3%
MBA
16
Maple-Brown Abbott
Australia
$145M +$8.98M +82,150 +7%
SWA
17
SFMG Wealth Advisors
Texas
$135M -$620K -5,672 -0.5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$122M +$2.57M +23,550 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$117M +$23.2M +212,374 +26%
DPIM
20
Duff & Phelps Investment Management
Illinois
$105M -$962K -8,796 -0.9%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$104M +$6.54M +59,779 +7%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$96.6M -$8.6M -78,629 -8%
SAM
23
Silvercrest Asset Management
New York
$96.1M +$2.17M +19,808 +2%
N
24
Nuveen
North Carolina
$93M +$5.5M +50,341 +7%
Bank of America
25
Bank of America
North Carolina
$90.3M +$2.23M +20,386 +3%

ATO Hedge Fund Activity: Q3 2019 in Review

530 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2019, worth a combined $11.4B — up 8.9% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ATO positions and 32 closed out — a net gain of 28 holders — while 202 added to existing stakes and 159 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $70.8M. The largest seller was Fidelity Investments, cutting an estimated $62.6M.

  • 530 institutional investors held Atmos Energy (ATO) as of Q3 2019, up from 503 in Q2 2019.
  • Funds reported $11.4B of Atmos Energy stock for Q3 2019, up 8.9% quarter-over-quarter.
  • 60 funds opened new Atmos Energy positions in Q3 2019 and 32 closed out, a net change of +28 holders.
  • The largest Atmos Energy buyer in Q3 2019 was Magellan Asset Management, an estimated $70.8M added.
  • The largest Atmos Energy seller in Q3 2019 was Fidelity Investments, an estimated $62.6M sold.

Based on aggregated 13F filings for Q3 2019.