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Atmos Energy

731 hedge funds and large institutions have $16.6B invested in Atmos Energy in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 227 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,005% more call options, than puts

Call options by funds: $21.3M | Put options by funds: $1.93M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 227

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

1% more funds holding

Funds holding: 721731 (+10)

4% more capital invested

Capital invested by funds: $16B → $16.6B (+$593M)

0.38% less ownership

Funds ownership: 92.92%92.54% (-0.38%)

Holders
731
Holders Change
+10
Holders Change %
+1.39%
% of All Funds
10.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
81
Increased
301
Reduced
227
Closed
63
Calls
$21.3M
Puts
$1.93M
Net Calls
+$19.4M
Net Calls Change
+$5.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
226
Truist Financial
North Carolina
$3.09M -$1.47M -12,847 -33%
URS
227
Utah Retirement Systems
Utah
$3.07M +$11.5K +100 +0.4%
IIM
228
INTECH Investment Management
Florida
$3.04M +$585K +5,097 +25%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$3.04M -$2.23M -19,473 -43%
FC
230
FORA Capital
Florida
$3.01M +$2.9M +25,321 New
Voloridge Investment Management
231
Voloridge Investment Management
Florida
$3M +$2.31M +20,097 +388%
PFM
232
Phillips Financial Management
Indiana
$2.98M +$1.03K +9 +0%
DPAM
233
Degroof Petercam Asset Management
Belgium
$2.95M +$264K +2,300 +10%
FNFDCM
234
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.89M +$12K +105 +0.4%
NS
235
NBC Securities
Alabama
$2.88M -$47.1K -411 -2%
TAF
236
Tredje AP-fonden
Sweden
$2.84M
APF
237
Alaska Permanent Fund
Alaska
$2.82M +$112K +975 +4%
Pathstone Holdings
238
Pathstone Holdings
New Jersey
$2.72M +$27.9K +243 +1%
Zurich Cantonal Bank
239
Zurich Cantonal Bank
Switzerland
$2.71M -$168K -1,466 -6%
PAM
240
Panagora Asset Management
Massachusetts
$2.67M -$82.1K -716 -3%
BMSSC
241
B. Metzler seel. Sohn & Co
Germany
$2.64M -$167K -1,459 -6%
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$2.62M -$41.2K -359 -2%
KCM
243
Kennedy Capital Management
Missouri
$2.61M +$259K +2,255 +11%
PFS
244
Prospera Financial Services
Texas
$2.61M -$107K -935 -4%
OAM
245
Ostrum Asset Management
France
$2.57M +$280K +2,443 +13%
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$2.56M +$1.85M +16,095 +294%
LFS
247
Legacy Financial Strategies
Kansas
$2.54M +$38.3K +334 +2%
Daiwa Securities Group
248
Daiwa Securities Group
Japan
$2.53M +$124K +1,083 +5%
PDL
249
Portfolio Design Labs
California
$2.51M +$470K +4,097 +24%
NAM
250
Nissay Asset Management
Japan
$2.45M +$47.1K +411 +2%

ATO Hedge Fund Activity: Q1 2024 in Review

731 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2024, worth a combined $16.6B — up 3.7% from $16B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ATO positions and 63 closed out — a net gain of 18 holders — while 301 added to existing stakes and 227 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $234M.

  • 731 institutional investors held Atmos Energy (ATO) as of Q1 2024, up from 721 in Q4 2023.
  • Funds reported $16.6B of Atmos Energy stock for Q1 2024, up 3.7% quarter-over-quarter.
  • 81 funds opened new Atmos Energy positions in Q1 2024 and 63 closed out, a net change of +18 holders.
  • The largest Atmos Energy buyer in Q1 2024 was Cohen & Steers, an estimated $101M added.
  • The largest Atmos Energy seller in Q1 2024 was Morgan Stanley, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2024.