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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
STC
476
Sarah T. Connolly
$269K -$28.9K -250 -10%
GT
477
Greenleaf Trust
Michigan
$269K +$20.4K +176 +8%
MAP
478
Moody Aldrich Partners
Massachusetts
$268K -$97K -838 -27%
IF
479
Intrua Financial
Texas
$268K +$267K +2,307 New
PWG
480
Portside Wealth Group
Utah
$268K +$266K +2,301 New
TCM
481
Traynor Capital Management
Pennsylvania
$268K
LNC
482
Lincoln National Corp
Pennsylvania
$266K +$44.2K +382 +20%
FA
483
FDx Advisors
Illinois
$265K +$264K +2,282 New
PFG
484
PAX Financial Group
Texas
$264K +$29.6K +256 +13%
AWM
485
AE Wealth Management
Kansas
$262K +$34.5K +298 +15%
GGI
486
Godsey & Gibb Inc
Virginia
$261K
William Blair & Company
487
William Blair & Company
Illinois
$260K +$1.04K +9 +0.4%
IWN
488
Independent Wealth Network
Iowa
$259K -$1.85K -16 -0.7%
VVP
489
Venture Visionary Partners
Ohio
$256K +$5.32K +46 +2%
CGH
490
CMG Global Holdings
Texas
$253K
AOWM
491
Alpha Omega Wealth Management
Virginia
$252K
HI
492
Horizon Investments
North Carolina
$251K +$27.1K +234 +12%
TNBTD
493
Trustmark National Bank Trust Department
Mississippi
$249K +$231 +2 +0.1%
CAS
494
CTC Alternative Strategies
Illinois
$244K +$243K +2,100 New
QI
495
Qtron Investments
Massachusetts
$244K +$243K +2,096 New
CA
496
Continuum Advisory
Idaho
$242K
FWM
497
FFT Wealth Management
Pennsylvania
$239K -$4.86K -42 -2%
CHP
498
Cable Hill Partners
Oregon
$238K -$16.9K -146 -7%
UB
499
UMB Bank
Missouri
$237K -$810 -7 -0.3%
PSP
500
Principal Street Partners
Tennessee
$236K -$173K -1,496 -42%

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.