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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
BCV
376
Banque Cantonale Vaudoise
Switzerland
$593K +$250K +2,139 +62%
BAMF
377
BI Asset Management Fondsmaeglerselskab
Denmark
$587K +$496K +4,255 +330%
YIH
378
Y-Intercept (HK)
Hong Kong
$576K +$634K +5,435 New
MGP
379
Metis Global Partners
California
$568K +$119K +1,017 +23%
QCM
380
Quantinno Capital Management
New York
$554K +$92.8K +795 +18%
MAM
381
Martingale Asset Management
Massachusetts
$551K
BPA
382
Beacon Pointe Advisors
California
$549K -$52.6K -451 -8%
OPA
383
Old Port Advisors
Maine
$548K +$604K +5,174 New
KRSITF
384
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$548K -$1.87K -16 -0.3%
IGAM
385
iA Global Asset Management
Quebec, Canada
$537K -$67.3K -577 -10%
Federated Hermes
386
Federated Hermes
Pennsylvania
$534K +$1.63K +14 +0.3%
FIM
387
Freedom Investment Management
Connecticut
$533K -$8.52K -73 -1%
PA
388
Procyon Advisors
Connecticut
$529K +$206K +1,762 +54%
NCM
389
Novare Capital Management
North Carolina
$528K
IAN
390
Integrated Advisors Network
Texas
$527K +$5.83K +50 +1%
CA
391
Cetera Advisors
Colorado
$526K -$96.1K -824 -14%
CIMLRA
392
CBRE Investment Management Listed Real Assets
Pennsylvania
$521K +$227K +1,948 +66%
BFM
393
Boothbay Fund Management
New York
$507K +$559K +4,788 New
NMIMC
394
Northwestern Mutual Investment Management Company
Wisconsin
$496K +$14.9K +128 +3%
Vontobel Holding
395
Vontobel Holding
Switzerland
$494K -$46.7K -400 -8%
P
396
&Partners
Tennessee
$488K +$2.45K +21 +0.5%
EF
397
Empirical Finance
Pennsylvania
$482K +$61.6K +528 +13%
KC
398
Kenfarb & Co
Kentucky
$478K -$11.7K -100 -2%
SP
399
Symmetry Partners
Connecticut
$478K
FTDI
400
First Trust Direct Indexing
Massachusetts
$473K +$7.93K +68 +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.