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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
LF
576
Lee Financial
Texas
-$119K -1,200 Closed
LAIC
577
Lederer & Associates Investment Counsel
California
-$98.8K -1,000 Closed
IAIM
578
International Assets Investment Management
Florida
-$85K -894 Closed
WAP
579
Wealthcare Advisory Partners
Pennsylvania
-$84K -850 Closed
Federated Hermes
580
Federated Hermes
Pennsylvania
-$78K -787 Closed
EP
581
Eudaimonia Partners
Tennessee
-$70K -704 Closed
RWG
582
Regal Wealth Group
California
-$67K -683 Closed
AIC
583
Ameritas Investment Company
Nebraska
-$63.8K -645 Closed
MLFP
584
MPS Loria Financial Planners
Illinois
-$40K -407 Closed
MC
585
Maverick Capital
Texas
-$39K -392 Closed
DWP
586
Destiny Wealth Partners
Florida
-$37K -375 Closed
VFA
587
Valeo Financial Advisors
Indiana
-$25K -250 Closed
AP
588
Atwood & Palmer
Missouri
-$14K -146 Closed
WP
589
WealthShield Partners
North Carolina
-$13K -132 Closed
SLF
590
Sun Life Financial
Ontario, Canada
-$7K -75 Closed
RWB
591
RMR Wealth Builders
New Jersey
-$7K -69 Closed
ADIM
592
Alpha DNA Investment Management
Maryland
-$6K -61 Closed
HCP
593
Hexagon Capital Partners
Arkansas
-$5K -59 Closed
SL
594
Savior LLC
Massachusetts
-$6K -58 Closed
MWP
595
Meridian Wealth Partners
Pennsylvania
-$5K -47 Closed
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
-$3K -34 Closed
SFS
597
Sowell Financial Services
Arkansas
-$3K -26 Closed

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.