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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
P
376
&Partners
Tennessee
$534K +$2.43K +21 +0.5%
NMIMC
377
Northwestern Mutual Investment Management Company
Wisconsin
$530K +$6.71K +58 +1%
SP
378
Symmetry Partners
Connecticut
$525K
LIA
379
LBMC Investment Advisors
Tennessee
$523K +$3.36K +29 +0.6%
QCM
380
Quantinno Capital Management
New York
$516K +$254K +2,198 +98%
FBB
381
Fulton Breakefield Broenniman
Maryland
$513K
AWG
382
Altus Wealth Group
Colorado
$512K +$5.32K +46 +1%
FTDI
383
First Trust Direct Indexing
Massachusetts
$512K -$60.1K -519 -11%
Voloridge Investment Management
384
Voloridge Investment Management
Florida
$507K +$504K +4,354 New
MGP
385
Metis Global Partners
California
$506K -$10.3K -89 -2%
ACM
386
Allred Capital Management
Texas
$504K
ONB
387
Old National Bancorp
Indiana
$498K +$64.8K +560 +15%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$492K -$141K -1,217 -22%
BL
389
Balentine LLC
Georgia
$487K +$20.5K +177 +4%
ATC
390
Argent Trust Co
Tennessee
$484K -$22.3K -193 -4%
KI
391
Kapitalo Investimentos
Brazil
$483K +$202K +1,748 +73%
BCI
392
Brinker Capital Investments
Pennsylvania
$479K +$71.8K +620 +18%
OPS
393
Orion Portfolio Solutions
Nebraska
$479K +$71.8K +620 +18%
FC
394
Fulcrum Capital
Washington
$477K
MAS
395
Meeder Advisory Services
Ohio
$474K +$69.4K +600 +17%
BBVA
396
Banco Bilbao Vizcaya Argentaria
Spain
$474K +$15.7K +136 +3%
EF
397
Empirical Finance
Pennsylvania
$468K +$61.8K +534 +15%
BCWM
398
Bartlett & Co Wealth Management
Ohio
$465K +$463K +4,000 New
BC
399
Bartlett & Co
Ohio
$465K +$463K +4,000 New
NHT
400
New Hampshire Trust
New Hampshire
$464K -$15K -130 -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.