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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
WorldQuant Millennium Advisors
401
WorldQuant Millennium Advisors
New York
$463K -$2.74M -23,701 -86%
EHC
402
Everett Harris & Co
California
$456K
CIM
403
Contravisory Investment Management
Massachusetts
$450K +$10.4K +90 +2%
MYAM
404
Meiji Yasuda Asset Management
Japan
$441K -$4.28K -37 -1%
ClearBridge Investments
405
ClearBridge Investments
New York
$436K
SC
406
SRB Corp
Massachusetts
$434K +$432K +3,734 New
I
407
InceptionR
California
$429K +$427K +3,688 New
UH
408
Unigestion Holding
Switzerland
$425K -$43.2K -373 -9%
TCM
409
Tributary Capital Management
Nebraska
$423K -$179K -1,550 -30%
OP
410
ORG Partners
Indiana
$423K +$421K +3,636 New
TFS
411
Thoroughbred Financial Services
Tennessee
$421K -$4.05K -35 -1%
CCM
412
Coldstream Capital Management
Washington
$419K +$188K +1,624 +82%
TF
413
TIAA FSB
Florida
$419K -$347 -3 -0.1%
TMAM
414
Tokio Marine Asset Management
Japan
$418K +$94.8K +819 +30%
BTWM
415
Baker Tilly Wealth Management
Wisconsin
$414K -$46.5K -402 -10%
SHFA
416
SC&H Financial Advisors
Maryland
$410K
CWM
417
Cornerstone Wealth Management
Missouri
$409K +$16.8K +145 +4%
BCV
418
Banque Cantonale Vaudoise
Switzerland
$402K +$57.9K +500 +17%
SPC
419
Sigma Planning Corp
Michigan
$400K -$71.2K -615 -15%
MMPW
420
Mitchell McLeod Pugh & Williams
Alabama
$398K
DF
421
Donoghue Forlines
Massachusetts
$387K +$385K +3,327 New
PA
422
Procyon Advisors
Connecticut
$376K +$375K +3,236 New
GI
423
Gradient Investments
Minnesota
$372K -$15.4M -133,403 -98%
OAM
424
Oak Asset Management
California
$371K
HIS
425
Horizon Investment Services
Indiana
$368K -$9.84K -85 -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.