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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
SWA
26
SFMG Wealth Advisors
Texas
$125M -$3.89M -33,881 -3%
Citadel Advisors
27
Citadel Advisors
Florida
$122M +$27.4M +238,611 +30%
DPIM
28
Duff & Phelps Investment Management
Illinois
$121M +$28.6K +249 +0%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$114M -$7.78M -67,861 -7%
SAM
30
Silvercrest Asset Management
New York
$113M -$6.17M -53,797 -5%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$105M -$934K -8,143 -0.9%
Cohen & Steers
32
Cohen & Steers
New York
$104M +$101M +876,761 +242,870%
Charles Schwab
33
Charles Schwab
California
$99.2M +$3.36M +29,274 +4%
EIP
34
Energy Income Partners
Connecticut
$96.3M -$3.81M -33,182 -4%
Amundi
35
Amundi
France
$89.5M +$3.18M +27,767 +4%
First Trust Advisors
36
First Trust Advisors
Illinois
$80.7M -$8.06M -70,302 -9%
JP Morgan Chase
37
JP Morgan Chase
New York
$79.9M +$15.9M +138,436 +26%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$77.6M +$69.7M +607,429 +1,337%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$75.1M +$15.8M +137,776 +28%
Barclays
40
Barclays
United Kingdom
$71.2M +$15.1M +131,221 +28%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$71.1M -$637K -5,553 -0.9%
SEI Investments
42
SEI Investments
Pennsylvania
$68.2M +$7.74M +67,489 +13%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$68.2M +$5.63M +49,072 +9%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$63.5M +$9.31M +81,211 +18%
UBS Group
45
UBS Group
Switzerland
$60.9M +$15.5M +135,278 +36%
WHRC
46
W.H. Reaves & Co
New Jersey
$60.8M -$5.87M -51,142 -9%
RJA
47
Raymond James & Associates
Florida
$58.8M +$4.94M +43,076 +10%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$55.2M -$3.78M -32,916 -7%
T. Rowe Price Investment Management
49
T. Rowe Price Investment Management
Maryland
$54.6M +$15.6M +136,208 +42%
Swiss National Bank
50
Swiss National Bank
Switzerland
$53.7M -$1.43M -12,500 -3%

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.