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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
BBA
451
BLB&B Advisors
Pennsylvania
$255K
SAM
452
Strategy Asset Managers
California
$253K +$285K +2,486 New
GI
453
Gradient Investments
Minnesota
$252K
MP
454
McDonald Partners
Ohio
$248K +$37K +323 +15%
RJT
455
Raymond James Trust
Florida
$248K +$72.9K +636 +35%
CAM
456
Cresset Asset Management
Illinois
$248K +$278K +2,430 New
HNB
457
Huntington National Bank
Ohio
$243K -$30K -262 -10%
NHC
458
Nicholas Hoffman & Company
Georgia
$241K +$115 +1 +0%
AWS
459
Atria Wealth Solutions
New York
$241K +$12.1K +106 +5%
PP
460
Patten & Patten
Tennessee
$240K
AWM
461
AE Wealth Management
Kansas
$231K -$191K -1,664 -42%
DWT
462
Dorsey & Whitney Trust
South Dakota
$228K +$7.33K +64 +3%
William Blair & Company
463
William Blair & Company
Illinois
$227K +$4.7K +41 +2%
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$227K +$9.51K +83 +4%
BCA
465
Bay Colony Advisors
Massachusetts
$224K +$802 +7 +0.3%
LWAC
466
Laurel Wealth Advisors (California)
California
$223K +$251K +2,190 New
CGH
467
CMG Global Holdings
Texas
$222K
AOWM
468
Alpha Omega Wealth Management
Virginia
$220K
VVP
469
Venture Visionary Partners
Ohio
$218K +$229 +2 +0.1%
CWM
470
CIBC World Markets
New York
$216K -$869K -7,582 -78%
DC
471
Davenport & Co
Virginia
$216K +$243K +2,122 New
LNC
472
Lincoln National Corp
Pennsylvania
$213K +$240K +2,095 New
CA
473
Continuum Advisory
Idaho
$212K
FDCDDQ
474
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K -$241K -2,104 -50%
CI Investments Inc
475
CI Investments Inc
Ontario, Canada
$211K +$7.33K +64 +3%

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.