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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
Goldman Sachs
26
Goldman Sachs
New York
$111M +$12M +126,327 +14%
EIP
27
Energy Income Partners
Connecticut
$106M -$17.3M -182,212 -15%
PG
28
Pendal Group
Australia
$101M -$147M -1,555,047 -62%
Charles Schwab
29
Charles Schwab
California
$99.8M +$3.94M +41,539 +5%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$99.5M -$3.85M -40,620 -4%
Bank of America
31
Bank of America
North Carolina
$95.1M -$20.6M -216,916 -19%
NIG
32
NFJ Investment Group
Texas
$93.7M +$2.47M +26,051 +3%
UBS AM
33
UBS AM
Illinois
$92.2M -$90.9K -959 -0.1%
AAM
34
Ardevora Asset Management
United Kingdom
$82.9M +$6.92M +73,000 +10%
First Trust Advisors
35
First Trust Advisors
Illinois
$77M -$5.44M -57,410 -7%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$75.2M -$2.59M -27,308 -4%
PGH
37
Partners Group Holding
Switzerland
$72.9M +$1.21M +12,817 +2%
ZP
38
Zimmer Partners
New York
$68.1M +$52.1M +550,000 +550%
Amundi
39
Amundi
France
$68M +$5.79M +61,093 +11%
CS
40
Credit Suisse
Switzerland
$61M -$7.19M -75,836 -12%
Macquarie Group
41
Macquarie Group
Australia
$56.2M +$11M +115,942 +28%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$54.4M +$1.57M +16,563 +3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$52.1M -$1.84M -19,400 -4%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$51.6M -$320K -3,376 -0.7%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$50.6M +$11.9M +125,700 +35%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$46.8M +$16.9M +178,000 +66%
PPA
47
Parametric Portfolio Associates
Washington
$46.2M +$3.25M +34,289 +8%
JP Morgan Chase
48
JP Morgan Chase
New York
$43.8M +$313K +3,301 +0.8%
ACI
49
AMP Capital Investors
Australia
$42.9M -$8.76M -92,434 -18%
APG Asset Management
50
APG Asset Management
Netherlands
$42.3M -$5.23M -55,183 -11%

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.