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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.

New
Increased
Maintained
Reduced
Closed

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: 911 (+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: 567552 (-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

Holders
552
Holders Change
-15
Holders Change %
-2.65%
% of All Funds
12.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
67
Increased
212
Reduced
180
Closed
76
Calls
$3.67M
Puts
$2.47M
Net Calls
+$1.2M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B +$55M +500,478 +3%
BlackRock
2
BlackRock
New York
$1.13B +$50.3M +457,449 +4%
State Street
3
State Street
Massachusetts
$882M +$31.7M +288,152 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$517M -$23.3M -212,076 -4%
MAM
5
Magellan Asset Management
Australia
$366M -$23.7M -215,672 -6%
American Century Companies
6
American Century Companies
Missouri
$330M -$8.15M -74,093 -2%
Morgan Stanley
7
Morgan Stanley
New York
$265M +$52M +472,795 +22%
Invesco
8
Invesco
Georgia
$214M -$7.85M -71,371 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$196M +$6.27M +57,002 +3%
Legal & General Group
10
Legal & General Group
United Kingdom
$172M +$7.79M +70,844 +4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$165M -$44.1M -400,640 -19%
Deutsche Bank
12
Deutsche Bank
Germany
$156M +$12.7M +115,901 +8%
Northern Trust
13
Northern Trust
Illinois
$137M +$2.55M +23,174 +2%
Goldman Sachs
14
Goldman Sachs
New York
$131M -$58.3M -530,122 -29%
SWA
15
SFMG Wealth Advisors
Texas
$118M -$339K -3,079 -0.3%
Wells Fargo
16
Wells Fargo
California
$115M +$40.4M +367,500 +47%
N
17
Nuveen
North Carolina
$113M +$42M +382,281 +50%
PG
18
Pendal Group
Australia
$113M +$125M +1,140,068 New
MBA
19
Maple-Brown Abbott
Australia
$110M -$18.7M -170,063 -13%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$106M -$2.08M -18,897 -2%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$95.9M -$1.5M -13,618 -1%
DPIM
22
Duff & Phelps Investment Management
Illinois
$93M -$1.57M -14,260 -1%
ProShare Advisors
23
ProShare Advisors
Maryland
$88.4M +$95.6M +869,630 +4,057%
PRO
24
Pensioenfonds Rail & OV
Netherlands
$88M +$13.9M +126,203 +17%
SAM
25
Silvercrest Asset Management
New York
$83.6M +$41.8K +380 +0%

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.