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Atmos Energy

547 hedge funds and large institutions have $10.5B invested in Atmos Energy in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 194 increasing their positions, 175 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $5.44M

11% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 175

4% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 52

0% less funds holding

Funds holding: 549547 (-2)

0.84% less ownership

Funds ownership: 84.4%83.57% (-0.84%)

2% less capital invested

Capital invested by funds: $10.7B → $10.5B (-$193M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
9.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
54
Increased
194
Reduced
175
Closed
52
Calls
$14.7M
Puts
$5.44M
Net Calls
+$9.28M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
426
Stonebridge Capital Advisors
Minnesota
$195K +$100K +1,000 +100%
GG
427
Gleason Group
Kentucky
$181K +$1.2K +12 +0.6%
Rockefeller Capital Management
428
Rockefeller Capital Management
New York
$175K +$93.4K +932 +104%
Bank Julius Baer & Co
429
Bank Julius Baer & Co
Switzerland
$169K -$501 -5 -0.3%
GWM
430
Geneos Wealth Management
Colorado
$169K
Jones Financial Companies
431
Jones Financial Companies
Missouri
$169K +$101K +1,007 +135%
PI
432
PEAK6 Investments
Illinois
$168K -$271K -2,706 -61%
CCC
433
Crescent Capital Consulting
Louisiana
$168K
BCM
434
Birch Capital Management
Texas
$146K
LWANC
435
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K +$15K +150 +12%
FHA
436
First Horizon Advisors
Tennessee
$136K +$602 +6 +0.4%
AF
437
Advisornet Financial
Minnesota
$134K -$135K -1,350 -49%
CFA
438
Carroll Financial Associates
North Carolina
$123K -$5.62K -56 -4%
HNB
439
Huntington National Bank
Ohio
$121K -$5.11K -51 -4%
MHR
440
Matthew Hamilton Rosenberg
$119K
M
441
MOTCO
Texas
$118K
SIM
442
Sentry Investment Management
Wisconsin
$110K
Fifth Third Bancorp
443
Fifth Third Bancorp
Ohio
$95K -$18.8K -187 -16%
TFS
444
TrustCore Financial Services
Tennessee
$92K
SPIA
445
Steward Partners Investment Advisory
New York
$90K -$13.3K -133 -12%
BU
446
BBVA USA
Alabama
$89K +$92.5K +923 New
PB
447
Pinnacle Bancorp
Nebraska
$85K
S
448
SignatureFD
Georgia
$80K +$14.4K +144 +21%
FPFS
449
First Personal Financial Services
North Carolina
$76K
LPWM
450
Lake Point Wealth Management
Texas
$76K +$78.9K +787 New

ATO Hedge Fund Activity: Q2 2021 in Review

547 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2021, worth a combined $10.5B — down 1.8% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ATO positions and 52 closed out — a net gain of 2 holders — while 194 added to existing stakes and 175 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $168M. The largest seller was Pictet Asset Management (UK), cutting an estimated $56.3M.

  • 547 institutional investors held Atmos Energy (ATO) as of Q2 2021, down from 549 in Q1 2021.
  • Funds reported $10.5B of Atmos Energy stock for Q2 2021, down 1.8% quarter-over-quarter.
  • 54 funds opened new Atmos Energy positions in Q2 2021 and 52 closed out, a net change of +2 holders.
  • The largest Atmos Energy buyer in Q2 2021 was Deutsche Bank, an estimated $168M added.
  • The largest Atmos Energy seller in Q2 2021 was Pictet Asset Management (UK), an estimated $56.3M sold.

Based on aggregated 13F filings for Q2 2021.