We are live on ! Find out more
ATO icon

Atmos Energy

629 hedge funds and large institutions have $12.9B invested in Atmos Energy in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 206 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $9.3M | Put options by funds: $3.08M

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

28% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 206

2% more funds holding

Funds holding: 617629 (+12)

1.1% more ownership

Funds ownership: 90.68%91.78% (+1.1%)

8% less capital invested

Capital invested by funds: $14.1B → $12.9B (-$1.15B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
629
Holders Change
+12
Holders Change %
+1.94%
% of All Funds
10.84%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
69
Increased
264
Reduced
206
Closed
52
Calls
$9.3M
Puts
$3.08M
Net Calls
+$6.22M
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$352K +$238K +2,080 +151%
TFS
402
Thoroughbred Financial Services
Tennessee
$345K -$59.6K -520 -13%
BF
403
BOK Financial
Oklahoma
$345K -$3.44K -30 -0.9%
PG
404
Patten Group
Tennessee
$343K
PAS
405
Park Avenue Securities
New York
$343K +$8.71K +76 +2%
SYBT
406
Stock Yards Bank & Trust
Kentucky
$342K -$27.4K -239 -7%
TF
407
TIAA FSB
Florida
$342K +$47.8K +417 +14%
FAIM
408
Financial Advocates Investment Management
Washington
$341K +$392K +3,420 New
WA
409
Wealthstar Advisors
Texas
$338K +$381K +3,326 New
1WA
410
180 Wealth Advisors
Washington
$335K +$377K +3,294 New
CPC
411
Cookson Peirce & Co
Pennsylvania
$331K +$29.4K +257 +9%
Two Sigma Investments
412
Two Sigma Investments
New York
$329K +$370K +3,230 New
AWG
413
Altus Wealth Group
Colorado
$327K
MAP
414
Moody Aldrich Partners
Massachusetts
$324K +$365K +3,186 New
SA
415
Syntax Advisors
New York
$314K +$4.35K +38 +1%
VCG
416
Vantage Consulting Group
Virginia
$314K +$4.35K +38 +1%
BBVA
417
Banco Bilbao Vizcaya Argentaria
Spain
$312K +$115 +1 +0%
OAM
418
Oak Asset Management
California
$309K +$348K +3,035 New
EF
419
Empirical Finance
Pennsylvania
$305K +$64.3K +561 +23%
Verition Fund Management
420
Verition Fund Management
Connecticut
$304K -$1.15K -10 -0.3%
SCA
421
Snowden Capital Advisors
New York
$303K +$66K +576 +24%
BCV
422
Banque Cantonale Vaudoise
Switzerland
$301K
SPC
423
Sigma Planning Corp
Michigan
$301K +$19.2K +168 +6%
CDH
424
Charles D. Hyman
$298K
SPIA
425
Steward Partners Investment Advisory
New York
$297K +$6.07K +53 +2%

ATO Hedge Fund Activity: Q3 2022 in Review

629 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2022, worth a combined $12.9B — down 8.2% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ATO positions and 52 closed out — a net gain of 17 holders — while 264 added to existing stakes and 206 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $854M. The largest seller was GQG Partners, cutting an estimated $504M.

  • 629 institutional investors held Atmos Energy (ATO) as of Q3 2022, up from 617 in Q2 2022.
  • Funds reported $12.9B of Atmos Energy stock for Q3 2022, down 8.2% quarter-over-quarter.
  • 69 funds opened new Atmos Energy positions in Q3 2022 and 52 closed out, a net change of +17 holders.
  • The largest Atmos Energy buyer in Q3 2022 was Wellington Management Group, an estimated $854M added.
  • The largest Atmos Energy seller in Q3 2022 was GQG Partners, an estimated $504M sold.

Based on aggregated 13F filings for Q3 2022.