Atmos Energy
549 hedge funds and large institutions have $10.7B invested in Atmos Energy in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 190 reducing their positions, and 70 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
7% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 190
4% more capital invested
Capital invested by funds: $10.3B → $10.7B (+$375M)
1.25% less ownership
Funds ownership: 85.65% → 84.4% (-1.2%)
2% less funds holding
Funds holding: 560 → 549 (-11)
10% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 70
27% less call options, than puts
Call options by funds: $4.65M | Put options by funds: $6.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$155M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$101M |
| 3 |
PG
Pendal Group
Sydney,
Australia
|
+$69M |
| 4 |
State Street
Boston,
Massachusetts
|
+$61.2M |
| 5 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$252M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$129M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$84.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$36.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$32.2M |
ATO Hedge Fund Activity: Q1 2021 in Review
549 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2021, worth a combined $10.7B — up 3.6% from $10.3B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of ATO and 63 opened new positions — a net loss of 7 holders — while 190 trimmed existing stakes and 203 added.
The largest buyer was Cooke & Bieler, opening a new position worth an estimated $155M. The largest seller was Morgan Stanley, cutting an estimated $252M.
- 549 institutional investors held Atmos Energy (ATO) as of Q1 2021, down from 560 in Q4 2020.
- Funds reported $10.7B of Atmos Energy stock for Q1 2021, up 3.6% quarter-over-quarter.
- 63 funds opened new Atmos Energy positions in Q1 2021 and 70 closed out, a net change of -7 holders.
- The largest Atmos Energy buyer in Q1 2021 was Cooke & Bieler, an estimated $155M added.
- The largest Atmos Energy seller in Q1 2021 was Morgan Stanley, an estimated $252M sold.
Based on aggregated 13F filings for Q1 2021.