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Atmos Energy

671 hedge funds and large institutions have $15.8B invested in Atmos Energy in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 255 increasing their positions, 226 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $1.81M

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

13% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 226

7% more capital invested

Capital invested by funds: $14.7B → $15.8B (+$1.06B)

2.51% more ownership

Funds ownership: 91.42%93.94% (+2.5%)

2% more funds holding

Funds holding: 661671 (+10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
671
Holders Change
+10
Holders Change %
+1.51%
% of All Funds
10.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
71
Increased
255
Reduced
226
Closed
56
Calls
$14.5M
Puts
$1.81M
Net Calls
+$12.7M
Net Calls Change
+$5.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
251
Buckhead Capital Management
Georgia
$1.86M -$562K -4,855 -23%
SW
252
SteelPeak Wealth
California
$1.86M +$21.6K +187 +1%
JMPWA
253
JP Morgan Private Wealth Advisors
California
$1.77M -$1.95M -16,839 -53%
Lido Advisors
254
Lido Advisors
California
$1.76M +$1.48M +12,791 +549%
FBT
255
First Bankers Trust
Kentucky
$1.72M -$67.4K -582 -4%
DIA
256
Dean Investment Associates
Ohio
$1.71M -$47K -406 -3%
GT
257
Glenmede Trust
Pennsylvania
$1.71M
BPC
258
Banque Pictet & Cie
Switzerland
$1.69M -$2.39M -20,688 -59%
GIBU
259
Gulf International Bank (UK)
United Kingdom
$1.69M -$462K -3,992 -22%
DI
260
DFPG Investments
Utah
$1.65M +$828K +7,157 +111%
PP
261
Prudential plc
United Kingdom
$1.61M -$166K -1,432 -9%
CWM
262
Cordatus Wealth Management
Pennsylvania
$1.57M +$1.56M +13,485 New
PRC
263
Pearl River Capital
Michigan
$1.55M +$329K +2,843 +27%
Walleye Capital
264
Walleye Capital
New York
$1.54M -$2.51M -21,724 -62%
Rafferty Asset Management
265
Rafferty Asset Management
New York
$1.53M +$311K +2,684 +26%
WANY
266
Wealthspire Advisors (New York)
New York
$1.53M -$463 -4 -0%
BCIM
267
British Columbia Investment Management
British Columbia, Canada
$1.52M +$56.5K +488 +4%
IBOK
268
Independence Bank of Kentucky
Kentucky
$1.5M +$1.22M +10,566 +458%
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$1.5M +$260K +2,247 +21%
NB
270
Norinchukin Bank
Japan
$1.47M +$383K +3,307 +35%
TNB
271
Thomasville National Bank
Georgia
$1.47M +$45.6K +394 +3%
SF
272
Synovus Financial
Georgia
$1.46M +$9.14K +79 +0.6%
Bank of Nova Scotia
273
Bank of Nova Scotia
Ontario, Canada
$1.46M +$220K +1,898 +18%
BCM
274
Bayesian Capital Management
New York
$1.43M +$625K +5,400 +78%
API
275
Advisor Partners II
California
$1.41M -$29.2K -252 -2%

ATO Hedge Fund Activity: Q2 2023 in Review

671 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2023, worth a combined $15.8B — up 7.2% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ATO positions and 56 closed out — a net gain of 15 holders — while 255 added to existing stakes and 226 trimmed.

The largest buyer was BlackRock, adding an estimated $503M. The largest seller was Zimmer Partners, exiting entirely with an estimated $105M sold.

  • 671 institutional investors held Atmos Energy (ATO) as of Q2 2023, up from 661 in Q1 2023.
  • Funds reported $15.8B of Atmos Energy stock for Q2 2023, up 7.2% quarter-over-quarter.
  • 71 funds opened new Atmos Energy positions in Q2 2023 and 56 closed out, a net change of +15 holders.
  • The largest Atmos Energy buyer in Q2 2023 was BlackRock, an estimated $503M added.
  • The largest Atmos Energy seller in Q2 2023 was Zimmer Partners, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.