We are live on ! Find out more
ATO icon

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
DPIM
26
Duff & Phelps Investment Management
Illinois
$103M -$5.83M -49,950 -5%
UBS AM
27
UBS AM
Illinois
$98.6M -$2M -17,170 -2%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$93.9M +$909K +7,789 +0.9%
Goldman Sachs
29
Goldman Sachs
New York
$87.4M -$10.5M -89,743 -10%
Charles Schwab
30
Charles Schwab
California
$83.4M -$40.6M -348,210 -31%
Norges Bank
31
Norges Bank
Norway
$79.2M +$12M +103,105 +16%
First Trust Advisors
32
First Trust Advisors
Illinois
$78.8M -$5.62M -48,193 -6%
EIP
33
Energy Income Partners
Connecticut
$69.8M +$3.08M +26,375 +4%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$62.6M +$5.38M +46,145 +8%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$61.1M +$632K +5,413 +0.9%
CS
36
Credit Suisse
Switzerland
$57.2M -$1.39M -11,923 -2%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$57.1M -$2.18M -18,715 -3%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$56.7M -$9.97M -85,481 -14%
Amundi
39
Amundi
France
$56.3M -$4.26M -36,500 -7%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$54.2M +$37.4M +320,817 +168%
SEI Investments
41
SEI Investments
Pennsylvania
$53.4M -$516K -4,426 -0.9%
JP Morgan Chase
42
JP Morgan Chase
New York
$52.1M -$28.8M -246,481 -33%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$50.9M -$3.1M -26,536 -5%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$50.4M +$4.3M +36,842 +8%
Swiss National Bank
45
Swiss National Bank
Switzerland
$49.2M -$6.67M -57,200 -11%
RJA
46
Raymond James & Associates
Florida
$48.3M +$377K +3,232 +0.7%
Barclays
47
Barclays
United Kingdom
$46.3M +$1.02M +8,724 +2%
EARNEST Partners
48
EARNEST Partners
Georgia
$45.8M +$2.36M +20,193 +5%
Citigroup
49
Citigroup
New York
$42.7M -$3.11M -26,679 -6%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$41.6M -$5.72M -48,990 -11%

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.