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Atmos Energy

534 hedge funds and large institutions have $9.89B invested in Atmos Energy in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 219 increasing their positions, 160 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 160

23% more call options, than puts

Call options by funds: $9.65M | Put options by funds: $7.86M

2.53% more ownership

Funds ownership: 83.57%86.1% (+2.5%)

2% less funds holding

Funds holding: 547534 (-13)

5% less capital invested

Capital invested by funds: $10.5B → $9.89B (-$564M)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
534
Holders Change
-13
Holders Change %
-2.38%
% of All Funds
9.35%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
49
Increased
219
Reduced
160
Closed
57
Calls
$9.65M
Puts
$7.86M
Net Calls
+$1.79M
Net Calls Change
-$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
501
Parkside Financial Bank & Trust
Missouri
$9K -$2.13K -22 -17%
GRP
502
Global Retirement Partners
California
$9K
OC
503
Oakworth Capital
Alabama
$9K
HIA
504
Harbor Investment Advisory
Maryland
$8K
CWA
505
Clearview Wealth Advisors
Oregon
$8K +$1.06K +11 +14%
CAL
506
Capital Analysts LLC
Pennsylvania
$6K -$1.45K -15 -18%
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$6K
FPS
508
Fieldpoint Private Securities
Connecticut
$5K
OSAM
509
O'Shaughnessy Asset Management
Connecticut
$5K
SIS
510
Sound Income Strategies
Florida
$5K
JWM
511
Janiczek Wealth Management
Colorado
$5K +$967 +10 +20%
TFIPS
512
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.41K
Nisa Investment Advisors
513
Nisa Investment Advisors
Missouri
$4.27K -$38.7K -400 -0.8%
ZB
514
Zions Bancorporation
Utah
$4K -$1.16K -12 -19%
AWA
515
Arkadios Wealth Advisors
Georgia
$4K
LC
516
Lindbrook Capital
California
$4K +$193 +2 +4%
MCM
517
MV Capital Management
Maryland
$3K -$1.45K -15 -31%
IFAM
518
Institutional & Family Asset Management
Colorado
$2K
PCA
519
Providence Capital Advisors
North Carolina
$2K
SWA
520
SOA Wealth Advisors
New York
$2K
TFGT
521
TS Financial Group (TSFG)
Illinois
$2K
BIA
522
Bell Investment Advisors
California
$2K +$2.22K +23 New
GWS
523
Glassman Wealth Services
Virginia
$1K -$1.84K -19 -61%
FMP
524
Financial Management Professionals
Texas
$1K -$1.16K -12 -63%
MCM
525
Manchester Capital Management
Vermont
$1K -$580 -6 -30%