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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
CA
426
Continuum Advisory
Idaho
$218K -$51.2K -540 -21%
Schroder Investment Management Group
427
Schroder Investment Management Group
United Kingdom
$217K -$561K -5,916 -74%
CG
428
Colony Group
Massachusetts
$217K +$196K +2,068 New
CW
429
CreativeOne Wealth
Kansas
$217K +$197K +2,075 New
PFG
430
PAX Financial Group
Texas
$216K +$195K +2,059 New
NPPM
431
North Point Portfolio Managers
Ohio
$215K -$23.7K -250 -11%
AWM
432
AE Wealth Management
Kansas
$212K +$192K +2,025 New
VVP
433
Venture Visionary Partners
Ohio
$212K +$192K +2,026 New
CIAS
434
CFS Investment Advisory Services
New Jersey
$207K +$183K +1,933 New
LNWWM
435
Laird Norton Wetherby Wealth Management
California
$205K +$186K +1,959 New
Mercer Global Advisors
436
Mercer Global Advisors
Colorado
$204K -$59.7K -630 -24%
PAMG
437
Patton Albertson Miller Group
Tennessee
$204K +$185K +1,950 New
BC
438
Burney Company
Virginia
$203K +$184K +1,940 New
GG
439
Gleason Group
Kentucky
$200K +$1.23K +13 +0.7%
GWM
440
Geneos Wealth Management
Colorado
$185K +$2.37K +25 +1%
CCC
441
Crescent Capital Consulting
Louisiana
$184K
Fifth Third Bancorp
442
Fifth Third Bancorp
Ohio
$182K +$64K +675 +63%
DHGWA
443
Dixon Hughes Goodman Wealth Advisors
North Carolina
$180K +$163K +1,718 New
Jones Financial Companies
444
Jones Financial Companies
Missouri
$179K -$4.08K -43 -2%
BFEC
445
Benjamin F. Edwards & Company
Missouri
$179K +$118K +1,250 +270%
Bank Julius Baer & Co
446
Bank Julius Baer & Co
Switzerland
$166K -$1.23K -13 -0.8%
BCM
447
Birch Capital Management
Texas
$159K
FAM
448
Fulcrum Asset Management
United Kingdom
$156K
FHA
449
First Horizon Advisors
Tennessee
$149K -$948 -10 -0.7%
SC
450
SouthState Corp
Florida
$145K -$25.8K -272 -16%

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.