We are live on ! Find out more
ATO icon

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
BAMF
351
BI Asset Management Fondsmaeglerselskab
Denmark
$958K -$48.1K -419 -5%
MML Investors Services
352
MML Investors Services
Massachusetts
$946K +$35K +305 +4%
IBOK
353
Independence Bank of Kentucky
Kentucky
$936K -$574K -5,002 -39%
KeyBank National Association
354
KeyBank National Association
Ohio
$926K -$6.88K -60 -0.8%
US Bancorp
355
US Bancorp
Minnesota
$910K -$168K -1,464 -16%
SLA
356
Silver Lake Advisory
Utah
$909K +$877K +7,648 New
NMERB
357
New Mexico Educational Retirement Board
New Mexico
$892K
SW
358
SlateStone Wealth
Florida
$884K +$853K +7,434 New
MC
359
Machina Capital
France
$869K +$839K +7,314 New
PAG
360
Private Advisor Group
New Jersey
$850K +$2.41K +21 +0.3%
FIM
361
Freedom Investment Management
Connecticut
$847K +$183K +1,595 +29%
KNW
362
Kesler Norman & Wride
Utah
$844K -$940K -8,193 -54%
TW
363
TrinityPoint Wealth
Connecticut
$835K -$2.29K -20 -0.3%
IAA
364
Independent Advisor Alliance
North Carolina
$825K +$116K +1,010 +17%
DBG
365
De Burlo Group
Massachusetts
$815K -$86K -750 -10%
GWSG
366
GPS Wealth Strategies Group
Colorado
$812K -$17.5K -153 -2%
GA
367
GoalVest Advisory
New York
$810K +$782K +6,817 New
SG
368
StoneX Group
New York
$806K +$459 +4 +0.1%
Nordea Investment Management
369
Nordea Investment Management
Sweden
$805K
WTC
370
WhitTier Trust Company
Nevada
$792K +$14.7K +128 +2%
VI
371
Vestcor Inc
New Brunswick, Canada
$774K -$99.9K -871 -12%
CA
372
Cetera Advisors
Colorado
$770K +$176K +1,538 +31%
Thrivent Financial for Lutherans
373
Thrivent Financial for Lutherans
Minnesota
$764K -$2.06K -18 -0.3%
CFSG
374
Community Financial Services Group
Vermont
$760K +$733K +6,393 New
IF
375
Intrua Financial
Texas
$755K +$463K +4,039 +175%

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.