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Atmos Energy

671 hedge funds and large institutions have $15.8B invested in Atmos Energy in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 255 increasing their positions, 226 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $1.81M

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

13% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 226

7% more capital invested

Capital invested by funds: $14.7B → $15.8B (+$1.06B)

2.51% more ownership

Funds ownership: 91.42%93.94% (+2.5%)

2% more funds holding

Funds holding: 661671 (+10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
671
Holders Change
+10
Holders Change %
+1.51%
% of All Funds
10.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
71
Increased
255
Reduced
226
Closed
56
Calls
$14.5M
Puts
$1.81M
Net Calls
+$12.7M
Net Calls Change
+$5.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
451
Bay Colony Advisors
Massachusetts
$315K +$17.8K +154 +6%
BHWM
452
Beaird Harris Wealth Management
Texas
$315K
JCIA
453
Jackson Creek Investment Advisors
Colorado
$313K +$311K +2,689 New
KTC
454
Kistler-Tiffany Companies
Pennsylvania
$312K +$311K +2,683 New
IWC
455
Integrated Wealth Concepts
Massachusetts
$312K +$310K +2,682 New
FMWA
456
Forvis Mazars Wealth Advisors
Missouri
$310K
SCM
457
Schnieders Capital Management
California
$308K -$23.1K -200 -7%
LWP
458
Lumature Wealth Partners
Georgia
$306K -$463 -4 -0.2%
LIM
459
Leavell Investment Management
Alabama
$298K +$29.4K +254 +11%
BAM
460
Belpointe Asset Management
Nevada
$296K -$52.7K -455 -15%
PCS
461
Personal CFO Solutions
New Jersey
$293K +$25.2K +218 +9%
CG
462
Caprock Group
Idaho
$293K +$73.6K +636 +34%
CW
463
CreativeOne Wealth
Kansas
$292K -$6.83K -59 -2%
BBA
464
BLB&B Advisors
Pennsylvania
$290K
MCM
465
MAI Capital Management
Ohio
$283K -$50.7K -438 -15%
FPGT
466
Financial Partners Group (Tennessee)
Tennessee
$281K -$16.4K -142 -6%
DWT
467
Dorsey & Whitney Trust
South Dakota
$278K +$1.85K +16 +0.7%
GLA
468
Great Lakes Advisors
Illinois
$276K +$5.79K +50 +2%
RWM
469
Revisor Wealth Management
Ohio
$276K -$3.7K -32 -1%
SAM
470
Strategy Asset Managers
California
$276K +$4.05K +35 +1%
PP
471
Patten & Patten
Tennessee
$274K
RWA
472
Ropes Wealth Advisors
Massachusetts
$273K +$272K +2,349 New
NHC
473
Nicholas Hoffman & Company
Georgia
$270K -$5.67K -49 -2%
AIC
474
Archer Investment Corporation
Indiana
$270K +$164K +1,420 +158%
RB
475
Renasant Bank
Mississippi
$270K -$13.8K -119 -5%

ATO Hedge Fund Activity: Q2 2023 in Review

671 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2023, worth a combined $15.8B — up 7.2% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ATO positions and 56 closed out — a net gain of 15 holders — while 255 added to existing stakes and 226 trimmed.

The largest buyer was BlackRock, adding an estimated $503M. The largest seller was Zimmer Partners, exiting entirely with an estimated $105M sold.

  • 671 institutional investors held Atmos Energy (ATO) as of Q2 2023, up from 661 in Q1 2023.
  • Funds reported $15.8B of Atmos Energy stock for Q2 2023, up 7.2% quarter-over-quarter.
  • 71 funds opened new Atmos Energy positions in Q2 2023 and 56 closed out, a net change of +15 holders.
  • The largest Atmos Energy buyer in Q2 2023 was BlackRock, an estimated $503M added.
  • The largest Atmos Energy seller in Q2 2023 was Zimmer Partners, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.