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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
TW
351
TrinityPoint Wealth
Connecticut
$749K +$5.37K +46 +0.7%
MNBTD
352
Moody National Bank Trust Division
Texas
$748K +$16.8K +144 +2%
Nordea Investment Management
353
Nordea Investment Management
Sweden
$747K +$121K +1,035 +17%
AG
354
AIA Group
Hong Kong
$744K +$610K +5,230 +292%
US Bancorp
355
US Bancorp
Minnesota
$732K -$95.7K -820 -11%
ECM
356
ExodusPoint Capital Management
New York
$720K +$794K +6,801 New
DTL
357
Dynamic Technology Lab
Singapore
$715K -$517K -4,431 -40%
WTC
358
WhitTier Trust Company
Nevada
$701K
Thrivent Financial for Lutherans
359
Thrivent Financial for Lutherans
Minnesota
$689K +$10.4K +89 +1%
PA
360
Profund Advisors
Maryland
$653K +$13.1K +112 +2%
MLICM
361
Metropolitan Life Insurance Company (MetLife)
New York
$651K -$18.1K -155 -2%
BST
362
Bath Savings Trust
Maine
$648K -$26.3K -225 -4%
PFPT
363
Pinnacle Financial Partners (Tennessee)
Tennessee
$644K -$2.22K -19 -0.3%
VEA
364
Virtus ETF Advisers
New York
$642K -$72.3K -620 -9%
Cetera Investment Advisers
365
Cetera Investment Advisers
Illinois
$640K -$572K -4,906 -45%
MUAMU
366
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$636K
Swedbank
367
Swedbank
Sweden
$634K
Wealthfront Advisers
368
Wealthfront Advisers
California
$626K +$3.62K +31 +0.5%
SHFA
369
SS&H Financial Advisors
Michigan
$622K +$685K +5,870 New
CA
370
Clearstead Advisors
Ohio
$622K +$685K +5,871 New
CT
371
Clearstead Trust
Maine
$619K +$1.52K +13 +0.2%
NB
372
Norinchukin Bank
Japan
$615K -$797K -6,830 -54%
CPIG
373
Chicago Partners Investment Group
Illinois
$607K -$583 -5 -0.1%
CCMG
374
Clark Capital Management Group
Pennsylvania
$604K +$1.17K +10 +0.2%
FWM
375
Forefront Wealth Management
Pennsylvania
$602K +$1.28K +11 +0.2%

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.