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Atmos Energy

666 hedge funds and large institutions have $14.4B invested in Atmos Energy in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 218 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more call options, than puts

Call options by funds: $18M | Put options by funds: $3.52M

20% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 218

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

1% less funds holding

Funds holding: 671666 (-5)

2.67% less ownership

Funds ownership: 93.94%91.26% (-2.7%)

9% less capital invested

Capital invested by funds: $15.8B → $14.4B (-$1.41B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
666
Holders Change
-5
Holders Change %
-0.75%
% of All Funds
10.57%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
70
Increased
262
Reduced
218
Closed
67
Calls
$18M
Puts
$3.52M
Net Calls
+$14.5M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
CIBC World Markets
New York
$868K -$1.02M -8,735 -52%
DFA
327
Delta Financial Advisors
Louisiana
$864K +$1.17K +10 +0.1%
IA
328
IFP Advisors
Florida
$846K +$44.7K +383 +5%
MFS
329
Mirabella Financial Services
United Kingdom
$840K +$925K +7,930 New
IAA
330
Independent Advisor Alliance
North Carolina
$826K +$133K +1,136 +17%
BPC
331
Banque Pictet & Cie
Switzerland
$819K -$794K -6,805 -47%
DBG
332
De Burlo Group
Massachusetts
$806K
NC
333
NovaPoint Capital
Georgia
$800K -$56K -480 -6%
AWM
334
Avior Wealth Management
Nebraska
$794K +$161K +1,383 +23%
GWSG
335
GPS Wealth Strategies Group
Colorado
$794K +$16K +137 +2%
SFSG
336
Sound Financial Strategies Group
Mississippi
$794K -$54.8K -470 -6%
NMERB
337
New Mexico Educational Retirement Board
New Mexico
$794K +$58.3K +500 +7%
SG
338
StoneX Group
New York
$788K +$245K +2,099 +39%
AWM
339
Apollon Wealth Management
South Carolina
$788K +$20.1K +172 +2%
MML Investors Services
340
MML Investors Services
Massachusetts
$786K +$4.9K +42 +0.6%
VI
341
Vestcor Inc
New Brunswick, Canada
$785K -$13.1K -112 -1%
FHB
342
First Hawaiian Bank
Hawaii
$781K -$28.4K -243 -3%
CC
343
Centiva Capital
New York
$777K +$856K +7,337 New
KAS
344
Kestra Advisory Services
Texas
$773K +$86.9K +745 +11%
Mercer Global Advisors
345
Mercer Global Advisors
Colorado
$769K +$38.4K +329 +5%
CB
346
Commerce Bank
Missouri
$765K +$79.6K +682 +10%
PAG
347
Private Advisor Group
New Jersey
$756K -$11.4K -98 -1%
NA
348
NewEdge Advisors
Louisiana
$754K -$259K -2,219 -24%
TC
349
Toews Corporation
New Jersey
$752K +$828K +7,100 New
KI
350
Kapitalo Investimentos
Brazil
$750K +$341K +2,924 +70%

ATO Hedge Fund Activity: Q3 2023 in Review

666 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2023, worth a combined $14.4B — down 8.9% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ATO positions and 67 closed out — a net gain of 3 holders — while 262 added to existing stakes and 218 trimmed.

The largest buyer was Vanguard Group, adding an estimated $62.8M. The largest seller was Deutsche Bank, cutting an estimated $67.6M.

  • 666 institutional investors held Atmos Energy (ATO) as of Q3 2023, down from 671 in Q2 2023.
  • Funds reported $14.4B of Atmos Energy stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 70 funds opened new Atmos Energy positions in Q3 2023 and 67 closed out, a net change of +3 holders.
  • The largest Atmos Energy buyer in Q3 2023 was Vanguard Group, an estimated $62.8M added.
  • The largest Atmos Energy seller in Q3 2023 was Deutsche Bank, an estimated $67.6M sold.

Based on aggregated 13F filings for Q3 2023.