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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
QC
501
Quent Capital
New York
$29K +$26.3K +277 New
BWM
502
Baystate Wealth Management
Massachusetts
$28K +$190 +2 +0.7%
TPCW
503
TD Private Client Wealth
New York
$24.8K +$2.75K +29 +14%
CFGS
504
Concourse Financial Group Securities
Alabama
$22K +$95 +1 +0.5%
TCM
505
Tradewinds Capital Management
Washington
$22K +$190 +2 +0.9%
Bessemer Group
506
Bessemer Group
New Jersey
$22K +$6.54K +69 +50%
GWA
507
Gibson Wealth Advisors
Texas
$22K +$19.7K +208 New
LWP
508
Lumature Wealth Partners
Georgia
$22K +$19.9K +210 New
AF
509
Advisornet Financial
Minnesota
$21K -$12.8K -135 -40%
DI
510
Disciplined Investments
Oklahoma
$21K
ZB
511
Zions Bancorporation
Utah
$21K +$13.9K +147 +288%
SFM
512
Signet Financial Management
New Jersey
$21K +$19.1K +201 New
CWS
513
Confluence Wealth Services
Pennsylvania
$21K +$19.1K +202 New
TWA
514
TCI Wealth Advisors
Arizona
$20K -$4.26K -45 -19%
VCM
515
Versant Capital Management
Arizona
$20K -$284 -3 -2%
POIA
516
Pin Oak Investment Advisors
Texas
$19K
OSNBOA
517
Old Second National Bank of Aurora
Illinois
$19K +$20.2K +213 New
PFGIA
518
Patriot Financial Group Insurance Agency
Massachusetts
$17K
TFO
519
Tarbox Family Office
California
$17K
SFA
520
Semmax Financial Advisors
North Carolina
$16K
SFPG
521
Stonebridge Financial Planning Group
Florida
$16K
SCA
522
Snowden Capital Advisors
New York
$15K +$14.1K +149 New
GAM
523
Gemmer Asset Management
California
$14K
SOW
524
State of Wyoming
Wyoming
$13K -$64.4K -679 -84%
RBC
525
Roble Belko & Company
Pennsylvania
$13K

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.