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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
CTC
501
Central Trust Company
Missouri
$13K
GAM
502
Gemmer Asset Management
California
$13K
RBC
503
Roble Belko & Company
Pennsylvania
$12K
PFBT
504
Parkside Financial Bank & Trust
Missouri
$12K +$10K +100 +370%
AssetMark Inc
505
AssetMark Inc
California
$11K
FCM
506
Firestone Capital Management
Florida
$11K +$100 +1 +0.9%
GRP
507
Global Retirement Partners
California
$10K
OC
508
Oakworth Capital
Alabama
$10K
Bessemer Group
509
Bessemer Group
New Jersey
$10K +$501 +5 +5%
HIA
510
Harbor Investment Advisory
Maryland
$9K
CAL
511
Capital Analysts LLC
Pennsylvania
$8K
CFO
512
CVA Family Office
Colorado
$8K
CWA
513
Clearview Wealth Advisors
Oregon
$7K
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$7K
PK
515
Pflug Koory
Nebraska
$7K
CP
516
Corbenic Partners
Pennsylvania
$7K +$7.52K +75 New
FPS
517
Fieldpoint Private Securities
Connecticut
$6K
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$6K
SIS
519
Sound Income Strategies
Florida
$6K
ZB
520
Zions Bancorporation
Utah
$6K
JWM
521
Janiczek Wealth Management
Colorado
$5K +$501 +5 +11%
MCM
522
MV Capital Management
Maryland
$5K +$4.21K +42 +600%
TFIPS
523
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.81K
Nisa Investment Advisors
524
Nisa Investment Advisors
Missouri
$4.69K -$281K -2,800 -5%
LC
525
Lindbrook Capital
California
$4K

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.