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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
ADMI
326
Albert D. Mason Inc
Massachusetts
$1.17M +$8.26K +72 +0.7%
UM
327
UniSuper Management
Australia
$1.17M +$943K +8,226 +519%
HIMCH
328
Hartford Investment Management Co (HIMCO)
Connecticut
$1.16M -$30.2K -263 -3%
MWA
329
Monograph Wealth Advisors
California
$1.16M +$1.12M +9,750 New
VWM
330
Venturi Wealth Management
Texas
$1.15M +$35.6K +310 +3%
AAIM
331
Asset Advisors Investment Management
Georgia
$1.14M -$80.3K -700 -7%
CCIA
332
Campbell & Co Investment Adviser
Maryland
$1.13M +$1.09M +9,546 New
DFA
333
Delta Financial Advisors
Louisiana
$1.11M +$59.2K +516 +6%
NA
334
NewEdge Advisors
Louisiana
$1.1M +$31.7K +276 +3%
Wealth Enhancement Advisory Services
335
Wealth Enhancement Advisory Services
Minnesota
$1.08M -$4.77M -41,545 -82%
Verition Fund Management
336
Verition Fund Management
Connecticut
$1.07M -$116K -1,015 -10%
ANTB
337
AMG National Trust Bank
Colorado
$1.06M
LSERS
338
Louisiana State Employees Retirement System
Louisiana
$1.05M -$22.9K -200 -2%
SAM
339
Securian Asset Management
Minnesota
$1.04M -$68.2K -595 -6%
JCM
340
Jacobi Capital Management
Pennsylvania
$1.02M -$87.6K -764 -8%
CCMG
341
Clark Capital Management Group
Pennsylvania
$1.01M +$63.5K +554 +7%
DIM
342
DC Investments Management
Virginia
$1.01M +$971K +8,469 New
VPIM
343
Vanguard Personalized Indexing Management
California
$999K -$125K -1,093 -12%
CCG
344
Cypress Capital Group
Florida
$995K +$960K +8,373 New
AWM
345
Avior Wealth Management
Nebraska
$994K +$142K +1,237 +17%
CC
346
Centiva Capital
New York
$989K +$304K +2,650 +47%
AIM
347
Anchor Investment Management
South Carolina
$971K +$688 +6 +0.1%
AC
348
AXQ Capital
New Jersey
$963K +$929K +8,100 New
Kovitz Investment Group Partners
349
Kovitz Investment Group Partners
Illinois
$959K +$926K +8,071 New
Lido Advisors
350
Lido Advisors
California
$958K -$1.04M -9,068 -53%

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.