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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
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$293K -$68.6K -599 -17%
SSW
427
Smith Shellnut Wilson
Mississippi
$293K +$18K +157 +6%
SCM
428
Schnieders Capital Management
California
$290K
FC
429
FORA Capital
Florida
$289K -$174K -1,518 -35%
SHFA
430
SC&H Financial Advisors
Maryland
$288K -$125K -1,094 -28%
CWM
431
Cornerstone Wealth Management
Missouri
$286K -$29.8K -260 -8%
IGWM
432
ICA Group Wealth Management
Colorado
$285K
RB
433
Renasant Bank
Mississippi
$283K +$21.4K +187 +7%
BAM
434
Belpointe Asset Management
Nevada
$279K +$2.63K +23 +0.8%
ACA
435
Aptus Capital Advisors
Alabama
$279K +$314K +2,741 New
MCM
436
MAI Capital Management
Ohio
$278K -$6.3K -55 -2%
BHWM
437
Beaird Harris Wealth Management
Texas
$276K
SP
438
Symmetry Partners
Connecticut
$275K
GLA
439
Great Lakes Advisors
Illinois
$273K +$10.7K +93 +4%
CA
440
Calton & Associates
Florida
$272K +$5.38K +47 +2%
FMWA
441
Forvis Mazars Wealth Advisors
Missouri
$271K -$115 -1 -0%
LWP
442
Lumature Wealth Partners
Georgia
$269K +$11.1K +97 +4%
DWP
443
Destiny Wealth Partners
Florida
$269K +$77.9K +680 +35%
KLI
444
Kelman-Lazarov Inc
Tennessee
$268K -$7.56K -66 -2%
IC
445
IEQ Capital
California
$262K +$67.6K +590 +30%
STC
446
Sarah T. Connolly
$261K
IWN
447
Independent Wealth Network
Iowa
$261K +$36.7K +320 +14%
PFG
448
PAX Financial Group
Texas
$259K +$8.25K +72 +3%
TMAM
449
Tokio Marine Asset Management
Japan
$256K +$54.2K +473 +23%
CCIA
450
Campbell & Co Investment Adviser
Maryland
$256K +$81.2K +709 +39%

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.