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Atmos Energy

560 hedge funds and large institutions have $10.3B invested in Atmos Energy in 2020 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 203 increasing their positions, 175 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 175

5% more funds holding

Funds holding: 533560 (+27)

1% less capital invested

Capital invested by funds: $10.4B → $10.3B (-$146M)

2.89% less ownership

Funds ownership: 88.54%85.65% (-2.9%)

54% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $4.68M

Holders
560
Holders Change
+27
Holders Change %
+5.07%
% of All Funds
9.91%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
90
Increased
203
Reduced
175
Closed
57
Calls
$2.14M
Puts
$4.68M
Net Calls
-$2.55M
Net Calls Change
-$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.42B +$19.8M +205,058 +1%
BlackRock
2
BlackRock
New York
$1.27B +$63.2M +655,903 +5%
State Street
3
State Street
Massachusetts
$812M +$15.2M +158,067 +2%
American Century Companies
4
American Century Companies
Missouri
$511M +$125M +1,300,482 +32%
MAM
5
Magellan Asset Management
Australia
$362M +$29.2M +303,022 +9%
Morgan Stanley
6
Morgan Stanley
New York
$327M -$60.1M -623,475 -15%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$213M +$38.9M +403,726 +22%
Invesco
8
Invesco
Georgia
$212M +$27.1M +281,140 +15%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$208M -$33.4M -346,077 -14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$206M +$15.7M +162,645 +8%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$204M -$516M -5,354,581 -71%
PG
12
Pendal Group
Australia
$167M +$10.7M +110,659 +7%
Legal & General Group
13
Legal & General Group
United Kingdom
$163M -$2.25M -23,359 -1%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$149M +$43.4M +449,740 +41%
Wells Fargo
15
Wells Fargo
California
$144M +$47.4M +491,174 +48%
Northern Trust
16
Northern Trust
Illinois
$129M -$2.83M -29,331 -2%
SWA
17
SFMG Wealth Advisors
Texas
$116M +$1.94M +20,118 +2%
SAM
18
Silvercrest Asset Management
New York
$112M +$11.6M +120,043 +11%
ProShare Advisors
19
ProShare Advisors
Maryland
$101M +$13.4M +138,487 +15%
Goldman Sachs
20
Goldman Sachs
New York
$99.6M -$1.53M -15,838 -1%
DPIM
21
Duff & Phelps Investment Management
Illinois
$92.9M +$357K +3,700 +0.4%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$92.7M -$2.09M -21,633 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$90.7M -$10.4M -107,686 -10%
PRO
24
Pensioenfonds Rail & OV
Netherlands
$89.7M -$268K -2,783 -0.3%
Allianz Asset Management
25
Allianz Asset Management
Germany
$88.7M -$6.65M -68,941 -7%

ATO Hedge Fund Activity: Q4 2020 in Review

560 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2020, worth a combined $10.3B — down 1.4% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ATO positions and 57 closed out — a net gain of 33 holders — while 203 added to existing stakes and 175 trimmed.

The largest buyer was American Century Companies, adding an estimated $125M. The largest seller was T. Rowe Price Associates, cutting an estimated $516M.

  • 560 institutional investors held Atmos Energy (ATO) as of Q4 2020, up from 533 in Q3 2020.
  • Funds reported $10.3B of Atmos Energy stock for Q4 2020, down 1.4% quarter-over-quarter.
  • 90 funds opened new Atmos Energy positions in Q4 2020 and 57 closed out, a net change of +33 holders.
  • The largest Atmos Energy buyer in Q4 2020 was American Century Companies, an estimated $125M added.
  • The largest Atmos Energy seller in Q4 2020 was T. Rowe Price Associates, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2020.