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Atmos Energy

534 hedge funds and large institutions have $9.89B invested in Atmos Energy in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 219 increasing their positions, 160 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 160

23% more call options, than puts

Call options by funds: $9.65M | Put options by funds: $7.86M

2.53% more ownership

Funds ownership: 83.57%86.1% (+2.5%)

2% less funds holding

Funds holding: 547534 (-13)

5% less capital invested

Capital invested by funds: $10.5B → $9.89B (-$564M)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
534
Holders Change
-13
Holders Change %
-2.38%
% of All Funds
9.35%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
49
Increased
219
Reduced
160
Closed
57
Calls
$9.65M
Puts
$7.86M
Net Calls
+$1.79M
Net Calls Change
-$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
401
Mercer Global Advisors
Colorado
$227K -$63.6K -658 -20%
TFS
402
Thoroughbred Financial Services
Tennessee
$227K
CWM
403
Cornerstone Wealth Management
Missouri
$223K +$28.6K +296 +13%
LSPW
404
Lake Street Private Wealth
Illinois
$221K
SAM
405
Strategy Asset Managers
California
$219K +$774 +8 +0.3%
RB
406
Renasant Bank
Mississippi
$217K +$5.32K +55 +2%
MCM
407
MAI Capital Management
Ohio
$215K +$236K +2,443 New
HIS
408
Horizon Investment Services
Indiana
$213K +$97 +1 +0%
STC
409
Sarah T. Connolly
$209K
GLA
410
Great Lakes Advisors
Illinois
$206K +$774 +8 +0.3%
William Blair & Company
411
William Blair & Company
Illinois
$205K
CI Investments Inc
412
CI Investments Inc
Ontario, Canada
$204K
NPPM
413
North Point Portfolio Managers
Ohio
$203K
ASN
414
Advisory Services Network
Georgia
$203K +$4.35K +45 +2%
DWT
415
Dorsey & Whitney Trust
South Dakota
$201K -$8.7K -90 -4%
IA
416
IndexIQ Advisors
New York
$199K +$14.7K +152 +7%
HI
417
Harbour Investments
Wisconsin
$192K
GG
418
Gleason Group
Kentucky
$167K +$1.16K +12 +0.6%
NICM
419
Neo Ivy Capital Management
New York
$155K +$150K +1,554 New
Jones Financial Companies
420
Jones Financial Companies
Missouri
$154K -$580 -6 -0.3%
CCC
421
Crescent Capital Consulting
Louisiana
$154K
GWM
422
Geneos Wealth Management
Colorado
$154K
FAF
423
Första AP-fonden
Sweden
$150K +$164K +1,700 New
SC
424
SouthState Corp
Florida
$146K +$160K +1,652 New
Bank Julius Baer & Co
425
Bank Julius Baer & Co
Switzerland
$141K -$15.6K -161 -9%