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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
PA
451
Parallel Advisors
California
$73K +$27K +269 +55%
AIC
452
Archer Investment Corporation
Indiana
$72.4K
DFCM
453
Dark Forest Capital Management
Puerto Rico
$69K +$72.1K +719 New
NFG
454
Next Financial Group
Texas
$68K +$100 +1 +0.1%
FDCDDQ
455
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.1K -$8.72K -87 -11%
FWM
456
Focused Wealth Management
New York
$65K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
457
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$64K -$178K -1,778 -73%
CHA
458
Carmichael Hill & Associates
Maryland
$64K
PMFA
459
Plante Moran Financial Advisors
Michigan
$63K
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$58K
SWM
461
Spire Wealth Management
Virginia
$55K -$18K -180 -24%
CFD
462
Creative Financial Designs
Indiana
$54K
ST
463
Smithfield Trust
Pennsylvania
$54K
BCWM
464
Bartlett & Co Wealth Management
Ohio
$48.1K
BC
465
Bartlett & Co
Ohio
$48K
CWP
466
Concord Wealth Partners
Virginia
$48K
PG
467
Proffitt & Goodson
Tennessee
$48K
SBL
468
Sargent Bickham Lagudis
Colorado
$47K +$301 +3 +0.6%
BFEC
469
Benjamin F. Edwards & Company
Missouri
$45K
SIM
470
Sonora Investment Management
Arizona
$43K -$27.6K -275 -38%
T
471
TOBAM
France
$40K
BBL
472
Beck Bode LLC
Massachusetts
$39K +$41.2K +411 New
RMC
473
Resources Management Corp
Connecticut
$38K -$10K -100 -20%
DAM
474
Delta Asset Management
Tennessee
$38K
QCG
475
Quadrant Capital Group
Ohio
$36K +$1.91K +19 +5%

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.