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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
HI
451
Harbour Investments
Wisconsin
$141K -$78.7K -830 -38%
SIM
452
Sentry Investment Management
Wisconsin
$141K +$33.1K +349 +35%
FPWM
453
FSB Premier Wealth Management
Iowa
$136K +$124K +1,307 New
CFA
454
Carroll Financial Associates
North Carolina
$133K -$853 -9 -0.7%
MHR
455
Matthew Hamilton Rosenberg
$132K +$95 +1 +0.1%
SCA
456
Stonebridge Capital Advisors
Minnesota
$122K +$15.6K +165 +17%
SWM
457
Spire Wealth Management
Virginia
$114K +$9.01K +95 +9%
M
458
MOTCO
Texas
$111K -$15.6K -165 -13%
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$105K +$94.9K +1,001 New
TFS
460
TrustCore Financial Services
Tennessee
$101K
LWANC
461
Laurel Wealth Advisors (North Carolina)
North Carolina
$96K -$49.8K -525 -36%
C
462
Covestor
United Kingdom
$94K +$84.6K +893 New
HNWAG
463
High Net Worth Advisory Group
Florida
$94K +$85.3K +900 New
PB
464
Pinnacle Bancorp
Nebraska
$92K
S
465
SignatureFD
Georgia
$90K +$13.8K +146 +21%
PA
466
Parallel Advisors
California
$87K +$1.61K +17 +2%
FPFS
467
First Personal Financial Services
North Carolina
$83K
LPWM
468
Lake Point Wealth Management
Texas
$82K
CLOS
469
Compagnie Lombard Odier SCmA
Switzerland
$81K +$45K +475 +158%
NFG
470
Next Financial Group
Texas
$79K +$5.02K +53 +8%
AIC
471
Archer Investment Corporation
Indiana
$78.9K
PA
472
PSI Advisors
Florida
$76K
RIA
473
Richwood Investment Advisors
Ohio
$76K +$68.3K +721 New
FWM
474
Focused Wealth Management
New York
$71K
CWP
475
Concord Wealth Partners
Virginia
$70K +$62.9K +664 New

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.