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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
BEI
301
Benjamin Edwards Inc
Missouri
$1.14M +$22.5K +194 +2%
MC
302
Machina Capital
France
$1.14M +$972K +8,399 +600%
SBH
303
Segall Bryant & Hamill
Illinois
$1.12M -$197K -1,700 -15%
TC
304
Telemus Capital
Michigan
$1.11M -$86.6K -748 -7%
ANTB
305
AMG National Trust Bank
Colorado
$1.11M -$8.68K -75 -0.8%
JCM
306
Jacobi Capital Management
Pennsylvania
$1.11M -$40.5K -350 -4%
NA
307
NewEdge Advisors
Louisiana
$1.09M +$31.2K +270 +3%
CAN
308
Cetera Advisor Networks
California
$1.04M +$63.2K +546 +6%
LSERS
309
Louisiana State Employees Retirement System
Louisiana
$1.04M -$46.3K -400 -4%
BFEC
310
Benjamin F. Edwards & Company
Missouri
$1.02M +$157K +1,357 +18%
Pacer Advisors
311
Pacer Advisors
Pennsylvania
$1M +$7.75K +67 +0.8%
PFO
312
Pathstone Family Office
New Jersey
$985K +$120K +1,039 +14%
AIM
313
Anchor Investment Management
South Carolina
$962K
DFA
314
Delta Financial Advisors
Louisiana
$948K +$36.3K +314 +4%
NC
315
NovaPoint Capital
Georgia
$935K +$5.79K +50 +0.6%
SFSG
316
Sound Financial Strategies Group
Mississippi
$927K +$922K +7,968 New
KeyBank National Association
317
KeyBank National Association
Ohio
$903K +$380K +3,286 +73%
US Bancorp
318
US Bancorp
Minnesota
$899K -$31.1K -269 -3%
SLA
319
Silver Lake Advisory
Utah
$890K +$11.6K +100 +1%
FHB
320
First Hawaiian Bank
Hawaii
$886K -$1.5K -13 -0.2%
DBG
321
De Burlo Group
Massachusetts
$885K
IA
322
IFP Advisors
Florida
$884K +$348K +3,011 +66%
VI
323
Vestcor Inc
New Brunswick, Canada
$875K -$51K -441 -6%
MML Investors Services
324
MML Investors Services
Massachusetts
$859K +$854K +7,381 New
GWSG
325
GPS Wealth Strategies Group
Colorado
$857K -$2.2K -19 -0.3%

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.