We are live on ! Find out more
ATO icon

Atmos Energy

533 hedge funds and large institutions have $10.4B invested in Atmos Energy in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 200 increasing their positions, 178 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $2.3M

12% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 178

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.52% less ownership

Funds ownership: 89.06%88.54% (-0.52%)

1% less funds holding

Funds holding: 537533 (-4)

3% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 61

4% less capital invested

Capital invested by funds: $10.8B → $10.4B (-$416M)

Holders
533
Holders Change
-4
Holders Change %
-0.74%
% of All Funds
10.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
59
Increased
200
Reduced
178
Closed
61
Calls
$2.73M
Puts
$2.3M
Net Calls
+$422K
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.41B -$40M -400,521 -3%
BlackRock
2
BlackRock
New York
$1.21B -$21.3M -213,552 -2%
State Street
3
State Street
Massachusetts
$798M +$5.53M +55,386 +0.7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$716M -$265M -2,650,121 -26%
Morgan Stanley
5
Morgan Stanley
New York
$388M +$29.9M +299,778 +8%
American Century Companies
6
American Century Companies
Missouri
$387M +$36.6M +366,153 +10%
MAM
7
Magellan Asset Management
Australia
$334M -$19.3M -193,128 -5%
PAMU
8
Pictet Asset Management (UK)
United Kingdom
$241M +$82.4M +825,724 +49%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$190M +$2.65M +26,561 +1%
Invesco
10
Invesco
Georgia
$185M +$80.9M +810,118 +72%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$174M +$74M +741,445 +68%
Legal & General Group
12
Legal & General Group
United Kingdom
$165M +$3.6M +36,024 +2%
PG
13
Pendal Group
Australia
$157M +$35.1M +352,052 +27%
Northern Trust
14
Northern Trust
Illinois
$132M -$2.11M -21,104 -2%
SWA
15
SFMG Wealth Advisors
Texas
$115M -$25.3K -253 -0%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$106M +$33.6M +336,893 +44%
Deutsche Bank
17
Deutsche Bank
Germany
$102M -$50.7M -507,900 -32%
Goldman Sachs
18
Goldman Sachs
New York
$101M -$7.49M -75,081 -7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$101M +$2.48M +24,885 +2%
SAM
20
Silvercrest Asset Management
New York
$100M +$2.63M +26,357 +3%
Wells Fargo
21
Wells Fargo
California
$97.5M +$3.27M +32,789 +3%
MBA
22
Maple-Brown Abbott
Australia
$96.8M -$17.8M -178,089 -15%
Allianz Asset Management
23
Allianz Asset Management
Germany
$95.5M +$49.1M +492,243 +97%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$95M -$3.31M -33,157 -3%
DPIM
25
Duff & Phelps Investment Management
Illinois
$92.7M +$3.29M +32,995 +4%

ATO Hedge Fund Activity: Q3 2020 in Review

533 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2020, worth a combined $10.4B — down 3.8% from $10.8B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ATO and 59 opened new positions — a net loss of 2 holders — while 178 trimmed existing stakes and 200 added.

The largest buyer was Pictet Asset Management (UK), adding an estimated $82.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $265M.

  • 533 institutional investors held Atmos Energy (ATO) as of Q3 2020, down from 537 in Q2 2020.
  • Funds reported $10.4B of Atmos Energy stock for Q3 2020, down 3.8% quarter-over-quarter.
  • 59 funds opened new Atmos Energy positions in Q3 2020 and 61 closed out, a net change of -2 holders.
  • The largest Atmos Energy buyer in Q3 2020 was Pictet Asset Management (UK), an estimated $82.4M added.
  • The largest Atmos Energy seller in Q3 2020 was T. Rowe Price Associates, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2020.