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Atmos Energy

573 hedge funds and large institutions have $12.3B invested in Atmos Energy in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 210 increasing their positions, 173 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $15.8M | Put options by funds: $7.31M

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

82% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 57

25% more capital invested

Capital invested by funds: $9.89B → $12.3B (+$2.45B)

21% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 173

7% more funds holding

Funds holding: 534573 (+39)

3.21% more ownership

Funds ownership: 86.1%89.31% (+3.2%)

Holders
573
Holders Change
+39
Holders Change %
+7.3%
% of All Funds
8.82%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
104
Increased
210
Reduced
173
Closed
57
Calls
$15.8M
Puts
$7.31M
Net Calls
+$8.52M
Net Calls Change
+$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
326
Regent Investment Management
Kentucky
$524K
RIG
327
Roosevelt Investment Group
New York
$524K +$474K +5,000 New
FBB
328
Fulton Breakefield Broenniman
Maryland
$522K +$192K +2,022 +68%
ACM
329
AlphaStar Capital Management
North Carolina
$520K +$9.48K +100 +2%
KC
330
Kenfarb & Co
Kentucky
$516K +$467K +4,926 New
GWSG
331
GPS Wealth Strategies Group
Colorado
$515K +$45.8K +483 +11%
KeyBank National Association
332
KeyBank National Association
Ohio
$511K -$43.2K -456 -9%
CWM
333
CIBC World Markets
New York
$495K -$251K -2,653 -36%
M&T Bank
334
M&T Bank
New York
$492K -$155K -1,634 -26%
KFA
335
Krane Funds Advisors
New York
$492K -$27.5K -290 -6%
BNP Paribas Asset Management
336
BNP Paribas Asset Management
France
$491K -$5.99M -63,241 -93%
KAS
337
Kestra Advisory Services
Texas
$487K +$12.5K +132 +3%
CI Investments Inc
338
CI Investments Inc
Ontario, Canada
$487K +$221K +2,328 +100%
JMPWA
339
JP Morgan Private Wealth Advisors
California
$486K +$49.3K +520 +13%
GA
340
Geller Advisors
New York
$484K +$474 +5 +0.1%
AWM
341
Altium Wealth Management
New York
$481K +$435K +4,594 New
P
342
&Partners
Tennessee
$478K +$2.27K +24 +0.5%
FCFC
343
First Commonwealth Financial Corp
Pennsylvania
$471K +$1.61K +17 +0.4%
SPC
344
Sigma Planning Corp
Michigan
$469K -$26.5K -280 -6%
II
345
Inspire Investing
Idaho
$469K +$284 +3 +0.1%
IA
346
IFP Advisors
Florida
$469K +$4.46K +47 +1%
MMPW
347
Mitchell McLeod Pugh & Williams
Alabama
$464K
LIA
348
LBMC Investment Advisors
Tennessee
$462K
ACM
349
Allred Capital Management
Texas
$454K
SCM
350
Stevens Capital Management
Pennsylvania
$437K +$395K +4,172 New

ATO Hedge Fund Activity: Q4 2021 in Review

573 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2021, worth a combined $12.3B — up 25% from $9.89B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new ATO positions and 57 closed out — a net gain of 47 holders — while 210 added to existing stakes and 173 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $340M. The largest seller was Magellan Asset Management, cutting an estimated $154M.

  • 573 institutional investors held Atmos Energy (ATO) as of Q4 2021, up from 534 in Q3 2021.
  • Funds reported $12.3B of Atmos Energy stock for Q4 2021, up 25% quarter-over-quarter.
  • 104 funds opened new Atmos Energy positions in Q4 2021 and 57 closed out, a net change of +47 holders.
  • The largest Atmos Energy buyer in Q4 2021 was GQG Partners, an estimated $340M added.
  • The largest Atmos Energy seller in Q4 2021 was Magellan Asset Management, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2021.