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Atmos Energy

731 hedge funds and large institutions have $16.6B invested in Atmos Energy in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 227 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,005% more call options, than puts

Call options by funds: $21.3M | Put options by funds: $1.93M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 227

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

1% more funds holding

Funds holding: 721731 (+10)

4% more capital invested

Capital invested by funds: $16B → $16.6B (+$593M)

0.38% less ownership

Funds ownership: 92.92%92.54% (-0.38%)

Holders
731
Holders Change
+10
Holders Change %
+1.39%
% of All Funds
10.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
81
Increased
301
Reduced
227
Closed
63
Calls
$21.3M
Puts
$1.93M
Net Calls
+$19.4M
Net Calls Change
+$5.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
401
Pinnacle Financial Partners (Tennessee)
Tennessee
$626K -$115 -1 -0%
AWM
402
Apollon Wealth Management
South Carolina
$624K -$191K -1,662 -24%
NB
403
Norinchukin Bank
Japan
$624K +$229 +2 +0%
AWG
404
Altus Wealth Group
Colorado
$623K +$32.3K +282 +6%
ONB
405
Old National Bancorp
Indiana
$622K -$36.9K -322 -6%
FTDI
406
First Trust Direct Indexing
Massachusetts
$618K +$79.5K +693 +15%
OPA
407
Old Port Advisors
Maine
$613K -$9.4K -82 -2%
AG
408
AIA Group
Hong Kong
$607K +$77.9K +679 +15%
CIA
409
Concurrent Investment Advisors
Florida
$604K -$251K -2,190 -30%
JCFM
410
JBR Co Financial Management
Oklahoma
$599K
SFSG
411
Sound Financial Strategies Group
Mississippi
$595K -$803 -7 -0.1%
AM
412
AGF Management
Ontario, Canada
$593K -$769K -6,702 -57%
KRSITF
413
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$592K -$35.8K -312 -6%
VIM
414
Vinva Investment Management
Australia
$585K -$444K -3,870 -44%
MM
415
MQS Management
New York
$581K +$561K +4,890 New
RWM
416
Revisor Wealth Management
Ohio
$575K +$314K +2,741 +127%
EF
417
Empirical Finance
Pennsylvania
$569K +$21K +183 +4%
NMIMC
418
Northwestern Mutual Investment Management Company
Wisconsin
$569K +$9.75K +85 +2%
EA
419
Everpar Advisors
Oklahoma
$567K -$443K -3,866 -45%
MGP
420
Metis Global Partners
California
$565K -$5.85K -51 -1%
MYAM
421
Meiji Yasuda Asset Management
Japan
$564K -$51.4K -448 -9%
NC
422
NovaPoint Capital
Georgia
$562K -$171K -1,493 -24%
FNWA
423
Financial Network Wealth Advisors
Utah
$557K -$24.3K -212 -4%
BBVA
424
Banco Bilbao Vizcaya Argentaria
Spain
$556K +$32.8K +286 +7%
CT
425
Clearstead Trust
Maine
$555K -$9.75K -85 -2%

ATO Hedge Fund Activity: Q1 2024 in Review

731 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2024, worth a combined $16.6B — up 3.7% from $16B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ATO positions and 63 closed out — a net gain of 18 holders — while 301 added to existing stakes and 227 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $234M.

  • 731 institutional investors held Atmos Energy (ATO) as of Q1 2024, up from 721 in Q4 2023.
  • Funds reported $16.6B of Atmos Energy stock for Q1 2024, up 3.7% quarter-over-quarter.
  • 81 funds opened new Atmos Energy positions in Q1 2024 and 63 closed out, a net change of +18 holders.
  • The largest Atmos Energy buyer in Q1 2024 was Cohen & Steers, an estimated $101M added.
  • The largest Atmos Energy seller in Q1 2024 was Morgan Stanley, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2024.