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Atmos Energy

666 hedge funds and large institutions have $14.4B invested in Atmos Energy in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 218 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more call options, than puts

Call options by funds: $18M | Put options by funds: $3.52M

20% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 218

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

1% less funds holding

Funds holding: 671666 (-5)

2.67% less ownership

Funds ownership: 93.94%91.26% (-2.7%)

9% less capital invested

Capital invested by funds: $15.8B → $14.4B (-$1.41B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
666
Holders Change
-5
Holders Change %
-0.75%
% of All Funds
10.57%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
70
Increased
262
Reduced
218
Closed
67
Calls
$18M
Puts
$3.52M
Net Calls
+$14.5M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
451
Patten Group
Tennessee
$318K
RJT
452
Raymond James Trust
Florida
$315K +$25.3K +217 +8%
Envestnet Portfolio Solutions
453
Envestnet Portfolio Solutions
Illinois
$313K +$345K +2,953 New
CDH
454
Charles D. Hyman
$310K
PAS
455
Park Avenue Securities
New York
$310K +$342K +2,927 New
QCM
456
QRG Capital Management
Illinois
$309K +$340K +2,915 New
HIS
457
Horizon Investment Services
Indiana
$309K -$28.9K -248 -8%
SA
458
Syntax Advisors
New York
$305K +$11.8K +101 +4%
VCG
459
Vantage Consulting Group
Virginia
$305K +$11.8K +101 +4%
Assenagon Asset Management
460
Assenagon Asset Management
Luxembourg
$304K
HCA
461
Harbor Capital Advisors
Illinois
$303K
SSW
462
Smith Shellnut Wilson
Mississippi
$302K
GI
463
Gradient Investments
Minnesota
$301K -$41.8K -358 -11%
SCA
464
Snowden Capital Advisors
New York
$301K -$10.9K -93 -3%
BCA
465
Bay Colony Advisors
Massachusetts
$293K +$6.18K +53 +2%
MP
466
McDonald Partners
Ohio
$292K +$1.63K +14 +0.5%
AWM
467
AE Wealth Management
Kansas
$290K +$57.1K +489 +22%
IWC
468
Integrated Wealth Concepts
Massachusetts
$288K +$4.32K +37 +1%
BBA
469
BLB&B Advisors
Pennsylvania
$287K +$26K +223 +9%
BHWM
470
Beaird Harris Wealth Management
Texas
$287K
MFG
471
Merit Financial Group
Georgia
$286K -$21.8K -187 -6%
DT
472
Diversified Trust
Tennessee
$284K -$39.6K -339 -11%
FMWA
473
Forvis Mazars Wealth Advisors
Missouri
$282K -$233 -2 -0.1%
JCIA
474
Jackson Creek Investment Advisors
Colorado
$281K -$4.2K -36 -1%
SCM
475
Schnieders Capital Management
California
$281K

ATO Hedge Fund Activity: Q3 2023 in Review

666 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2023, worth a combined $14.4B — down 8.9% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ATO positions and 67 closed out — a net gain of 3 holders — while 262 added to existing stakes and 218 trimmed.

The largest buyer was Vanguard Group, adding an estimated $62.8M. The largest seller was Deutsche Bank, cutting an estimated $67.6M.

  • 666 institutional investors held Atmos Energy (ATO) as of Q3 2023, down from 671 in Q2 2023.
  • Funds reported $14.4B of Atmos Energy stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 70 funds opened new Atmos Energy positions in Q3 2023 and 67 closed out, a net change of +3 holders.
  • The largest Atmos Energy buyer in Q3 2023 was Vanguard Group, an estimated $62.8M added.
  • The largest Atmos Energy seller in Q3 2023 was Deutsche Bank, an estimated $67.6M sold.

Based on aggregated 13F filings for Q3 2023.