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Atmos Energy

617 hedge funds and large institutions have $14.1B invested in Atmos Energy in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 263 increasing their positions, 180 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

545% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $1.76M

46% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 180

45% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 51

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1% more funds holding

Funds holding: 608617 (+9)

5% less capital invested

Capital invested by funds: $14.8B → $14.1B (-$714M)

1.7% less ownership

Funds ownership: 92.38%90.68% (-1.7%)

Holders
617
Holders Change
+9
Holders Change %
+1.48%
% of All Funds
10.39%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
74
Increased
263
Reduced
180
Closed
51
Calls
$11.3M
Puts
$1.76M
Net Calls
+$9.59M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.97B +$74M +645,981 +4%
BlackRock
2
BlackRock
New York
$1.52B +$3.75M +32,764 +0.2%
State Street
3
State Street
Massachusetts
$1.17B -$39.6M -345,226 -3%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.12B -$6.6M -57,635 -0.6%
Deutsche Bank
5
Deutsche Bank
Germany
$551M +$73M +636,809 +15%
GQG Partners
6
GQG Partners
Florida
$495M +$12.1M +105,241 +2%
American Century Companies
7
American Century Companies
Missouri
$392M -$52.4M -457,741 -12%
Invesco
8
Invesco
Georgia
$321M +$12M +104,693 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$320M +$17.7M +154,742 +6%
Legal & General Group
10
Legal & General Group
United Kingdom
$220M +$9.38M +81,832 +4%
Northern Trust
11
Northern Trust
Illinois
$180M +$7.38M +64,443 +4%
Morgan Stanley
12
Morgan Stanley
New York
$176M +$42.8M +373,627 +31%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$176M -$24.7M -215,812 -12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$168M +$8.08M +70,557 +5%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$165M -$25.6M -223,598 -13%
Bank of America
16
Bank of America
North Carolina
$162M +$944K +8,242 +0.6%
CB
17
Cooke & Bieler
Pennsylvania
$161M -$47.6M -415,728 -22%
ProShare Advisors
18
ProShare Advisors
Maryland
$159M -$13.9M -121,287 -8%
SAM
19
Silvercrest Asset Management
New York
$156M +$1.9M +16,607 +1%
Wells Fargo
20
Wells Fargo
California
$142M -$4.49M -39,185 -3%
BC
21
Brookfield Corp
Ontario, Canada
$138M -$7.15M -62,415 -5%
SWA
22
SFMG Wealth Advisors
Texas
$132M -$1.2M -10,512 -0.9%
PAMS
23
Pictet Asset Management (Switzerland)
Switzerland
$129M -$762K -6,648 -0.6%
Charles Schwab
24
Charles Schwab
California
$117M +$4.32M +37,716 +4%
DPIM
25
Duff & Phelps Investment Management
Illinois
$114M -$2.75M -23,967 -2%

ATO Hedge Fund Activity: Q2 2022 in Review

617 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2022, worth a combined $14.1B — down 4.8% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ATO positions and 51 closed out — a net gain of 23 holders — while 263 added to existing stakes and 180 trimmed.

The largest buyer was Vanguard Group, adding an estimated $74M. The largest seller was Magellan Asset Management, cutting an estimated $111M.

  • 617 institutional investors held Atmos Energy (ATO) as of Q2 2022, up from 608 in Q1 2022.
  • Funds reported $14.1B of Atmos Energy stock for Q2 2022, down 4.8% quarter-over-quarter.
  • 74 funds opened new Atmos Energy positions in Q2 2022 and 51 closed out, a net change of +23 holders.
  • The largest Atmos Energy buyer in Q2 2022 was Vanguard Group, an estimated $74M added.
  • The largest Atmos Energy seller in Q2 2022 was Magellan Asset Management, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2022.