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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$92.1M +$1.61M +16,023 +2%
Morgan Stanley
27
Morgan Stanley
New York
$87.6M +$25M +249,589 +38%
NIG
28
NFJ Investment Group
Texas
$85.6M +$16.9M +168,544 +23%
Charles Schwab
29
Charles Schwab
California
$85M +$3.75M +37,351 +4%
UBS AM
30
UBS AM
Illinois
$82M +$16.1M +160,081 +23%
EIP
31
Energy Income Partners
Connecticut
$80.2M -$15.7M -156,782 -16%
TD Asset Management
32
TD Asset Management
Ontario, Canada
$73.7M -$70.1K -699 -0.1%
First Trust Advisors
33
First Trust Advisors
Illinois
$73.6M -$6.9M -68,786 -8%
AAM
34
Ardevora Asset Management
United Kingdom
$68.8M +$8.4M +83,820 +13%
PGH
35
Partners Group Holding
Switzerland
$68.7M +$3.91M +38,959 +6%
CS
36
Credit Suisse
Switzerland
$63.2M -$1.04M -10,369 -2%
ACI
37
AMP Capital Investors
Australia
$54.4M +$118K +1,178 +0.2%
Amundi
38
Amundi
France
$50.6M +$52.8M +526,390 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$50.5M -$28.8M -287,233 -35%
Fidelity International
40
Fidelity International
Bermuda
$50.3M
Swiss National Bank
41
Swiss National Bank
Switzerland
$50.2M +$752K +7,500 +1%
APG Asset Management
42
APG Asset Management
Netherlands
$47.4M -$5M -49,903 -8%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$46.7M +$1.84M +18,400 +4%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$43.9M +$2.43M +24,267 +6%
PPA
45
Parametric Portfolio Associates
Washington
$40.5M +$3.4M +33,907 +9%
JP Morgan Chase
46
JP Morgan Chase
New York
$38.8M -$23.6M -235,692 -37%
Macquarie Group
47
Macquarie Group
Australia
$38.1M +$2.12M +21,179 +6%
MBA
48
Maple-Brown Abbott
Australia
$37.5M +$2.12M +21,170 +6%
N
49
Nuveen
North Carolina
$34.9M +$8.82M +87,937 +32%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34.2M +$838K +8,360 +2%

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.