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Atmos Energy

608 hedge funds and large institutions have $14.8B invested in Atmos Energy in 2022 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 235 increasing their positions, 182 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $6.07M

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

29% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 182

20% more capital invested

Capital invested by funds: $12.3B → $14.8B (+$2.47B)

6% more funds holding

Funds holding: 573608 (+35)

3.07% more ownership

Funds ownership: 89.31%92.38% (+3.1%)

Holders
608
Holders Change
+35
Holders Change %
+6.11%
% of All Funds
9.59%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
86
Increased
235
Reduced
182
Closed
45
Calls
$32.4M
Puts
$6.07M
Net Calls
+$26.3M
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
401
Schnieders Capital Management
California
$341K
SPIA
402
Steward Partners Investment Advisory
New York
$341K +$22.3K +204 +8%
TFS
403
Thoroughbred Financial Services
Tennessee
$341K +$30.4K +278 +11%
OQS
404
Occudo Quantitative Strategies
Florida
$336K -$3.14M -28,732 -91%
OAM
405
Oak Asset Management
California
$333K
IGWM
406
ICA Group Wealth Management
Colorado
$327K +$306K +2,803 New
CA
407
Calton & Associates
Florida
$324K +$546 +5 +0.2%
BHWM
408
Beaird Harris Wealth Management
Texas
$323K
RB
409
Renasant Bank
Mississippi
$323K +$26.4K +242 +10%
SP
410
Symmetry Partners
Connecticut
$322K
DTL
411
Dynamic Technology Lab
Singapore
$321K +$294K +2,691 New
AWM
412
AE Wealth Management
Kansas
$314K +$65.4K +599 +30%
BAM
413
Belpointe Asset Management
Nevada
$312K -$54.1K -495 -16%
LWP
414
Lumature Wealth Partners
Georgia
$312K +$262K +2,403 +1,144%
LS
415
Livforsakringsbolaget Skandia
Sweden
$311K
CWM
416
Cornerstone Wealth Management
Missouri
$310K -$8.3K -76 -3%
PAS
417
Park Avenue Securities
New York
$309K +$282K +2,583 New
GLA
418
Great Lakes Advisors
Illinois
$308K -$19.8K -181 -7%
STC
419
Sarah T. Connolly
$306K
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$305K +$30K +275 +12%
HNB
421
Huntington National Bank
Ohio
$304K +$32.8K +300 +13%
FF
422
FourThought Financial
Florida
$303K -$4.81K -44 -2%
BBA
423
BLB&B Advisors
Pennsylvania
$300K -$68.8K -630 -20%
SAM
424
Strategy Asset Managers
California
$300K +$275K +2,514 New
LSPW
425
Lake Street Private Wealth
Illinois
$299K

ATO Hedge Fund Activity: Q1 2022 in Review

608 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2022, worth a combined $14.8B — up 20% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ATO positions and 45 closed out — a net gain of 41 holders — while 235 added to existing stakes and 182 trimmed.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $1.1B. The largest seller was American Century Companies, cutting an estimated $146M.

  • 608 institutional investors held Atmos Energy (ATO) as of Q1 2022, up from 573 in Q4 2021.
  • Funds reported $14.8B of Atmos Energy stock for Q1 2022, up 20% quarter-over-quarter.
  • 86 funds opened new Atmos Energy positions in Q1 2022 and 45 closed out, a net change of +41 holders.
  • The largest Atmos Energy buyer in Q1 2022 was Aristotle Capital Management, an estimated $1.1B added.
  • The largest Atmos Energy seller in Q1 2022 was American Century Companies, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2022.