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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
LIA
401
LBMC Investment Advisors
Tennessee
$469K -$467 -4 -0.1%
FBB
402
Fulton Breakefield Broenniman
Maryland
$468K
Capstone Investment Advisors
403
Capstone Investment Advisors
New York
$462K +$347K +2,976 +215%
ACM
404
Allred Capital Management
Texas
$459K
GWM
405
GDS Wealth Management
Texas
$456K +$502K +4,306 New
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$452K +$3.73K +32 +0.8%
AWG
407
Altus Wealth Group
Colorado
$452K -$16.6K -142 -3%
BBVA
408
Banco Bilbao Vizcaya Argentaria
Spain
$450K +$20.5K +176 +4%
ONB
409
Old National Bancorp
Indiana
$448K -$5.83K -50 -1%
AIA
410
Angeles Investment Advisors
California
$445K +$490K +4,200 New
ATC
411
Argent Trust Co
Tennessee
$438K -$2.92K -25 -0.6%
FC
412
Fulcrum Capital
Washington
$434K
MYAM
413
Meiji Yasuda Asset Management
Japan
$430K +$31.5K +270 +7%
BC
414
Bartlett & Co
Ohio
$430K +$6.53K +56 +1%
BL
415
Balentine LLC
Georgia
$430K -$15.6K -134 -3%
BCWM
416
Bartlett & Co Wealth Management
Ohio
$430K +$6.53K +56 +1%
SC
417
SRB Corp
Massachusetts
$427K +$34.3K +294 +8%
NHT
418
New Hampshire Trust
New Hampshire
$423K
EHC
419
Everett Harris & Co
California
$415K
CIM
420
Contravisory Investment Management
Massachusetts
$410K +$933 +8 +0.2%
APM
421
Advanced Portfolio Management
New York
$409K +$450K +3,859 New
DC
422
Davenport & Co
Virginia
$405K +$120K +1,025 +37%
TMAM
423
Tokio Marine Asset Management
Japan
$402K +$24.3K +208 +6%
BCI
424
Brinker Capital Investments
Pennsylvania
$401K -$39.1K -335 -8%
OPS
425
Orion Portfolio Solutions
Nebraska
$401K -$39.1K -335 -8%

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.