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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
NCM
426
Novare Capital Management
North Carolina
$550K -$34.4K -300 -6%
TFG
427
Taylor Financial Group
Virginia
$531K
RWP
428
RWA Wealth Partners
Massachusetts
$526K
Vontobel Holding
429
Vontobel Holding
Switzerland
$526K
DC
430
Davenport & Co
Virginia
$517K +$117K +1,021 +31%
Empower Advisory Group
431
Empower Advisory Group
Colorado
$517K +$499K +4,348 New
GWM
432
GDS Wealth Management
Texas
$512K
BCI
433
Brinker Capital Investments
Pennsylvania
$510K +$116K +1,009 +31%
OPS
434
Orion Portfolio Solutions
Nebraska
$510K +$116K +1,009 +31%
FBB
435
Fulton Breakefield Broenniman
Maryland
$503K -$5.16K -45 -1%
AIA
436
Angeles Investment Advisors
California
$499K
FC
437
Fulcrum Capital
Washington
$487K
RIM
438
Rakuten Investment Management
Japan
$482K +$423K +3,689 +1,005%
GWP
439
Gen-Wealth Partners
Michigan
$477K +$461K +4,015 New
LHC
440
Little House Capital
Massachusetts
$475K +$46.1K +402 +11%
NHT
441
New Hampshire Trust
New Hampshire
$464K -$9.75K -85 -2%
BCA
442
Bay Colony Advisors
Massachusetts
$462K +$105K +918 +31%
HIC
443
Hartline Investment Corp
Illinois
$462K +$446K +3,887 New
TMAM
444
Tokio Marine Asset Management
Japan
$459K +$7.11K +62 +2%
BCWM
445
Bartlett & Co Wealth Management
Ohio
$456K +$115 +1 +0%
OSAM
446
O'Shaughnessy Asset Management
Connecticut
$453K +$210K +1,834 +93%
CWM
447
Cornerstone Wealth Management
Missouri
$453K -$5.5K -48 -1%
MFG
448
Merit Financial Group
Georgia
$452K +$122K +1,067 +39%
CIM
449
Contravisory Investment Management
Massachusetts
$447K -$1.38K -12 -0.3%
ClearBridge Investments
450
ClearBridge Investments
New York
$446K

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.