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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.72B +$35.5M +374,440 +2%
BlackRock
2
BlackRock
New York
$1.46B +$93.6M +987,165 +8%
State Street
3
State Street
Massachusetts
$1.07B +$43.1M +455,162 +5%
American Century Companies
4
American Century Companies
Missouri
$555M -$16.9M -178,505 -3%
Deutsche Bank
5
Deutsche Bank
Germany
$407M +$87.3M +921,239 +31%
GQG Partners
6
GQG Partners
Florida
$375M +$340M +3,581,778 New
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$281M +$21.7M +229,122 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$262M +$8.14M +85,829 +4%
MAM
9
Magellan Asset Management
Australia
$234M -$154M -1,629,641 -42%
Invesco
10
Invesco
Georgia
$233M -$53.4M -563,088 -20%
Mitsubishi UFJ Trust & Banking
11
Mitsubishi UFJ Trust & Banking
Japan
$217M +$3.1M +32,718 +2%
CB
12
Cooke & Bieler
Pennsylvania
$212M -$887K -9,360 -0.5%
Legal & General Group
13
Legal & General Group
United Kingdom
$197M -$3.54M -37,396 -2%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$183M +$1.24M +13,087 +0.8%
ProShare Advisors
15
ProShare Advisors
Maryland
$166M +$14.1M +148,349 +10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$153M +$26M +274,739 +23%
Northern Trust
17
Northern Trust
Illinois
$144M +$1.01M +10,635 +0.8%
SWA
18
SFMG Wealth Advisors
Texas
$130M +$1.69M +17,870 +1%
SAM
19
Silvercrest Asset Management
New York
$128M +$8.71M +91,906 +8%
Wells Fargo
20
Wells Fargo
California
$126M -$22M -232,114 -16%
PAMS
21
Pictet Asset Management (Switzerland)
Switzerland
$124M -$9.24M -97,483 -8%
DPIM
22
Duff & Phelps Investment Management
Illinois
$120M +$245K +2,581 +0.2%
PRO
23
Pensioenfonds Rail & OV
Netherlands
$119M +$216K +2,278 +0.2%
Morgan Stanley
24
Morgan Stanley
New York
$116M +$14.6M +153,504 +16%
BC
25
Brookfield Corp
Ontario, Canada
$113M +$103M +1,082,962 New

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.