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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
RWM
476
Revisor Wealth Management
Ohio
$280K +$31.9K +273 +12%
SOAMC
477
Spirit of America Management Corp
New York
$275K +$70K +600 +30%
TA
478
Tectonic Advisors
Texas
$275K +$302K +2,592 New
LIM
479
Leavell Investment Management
Alabama
$271K
LNC
480
Lincoln National Corp
Pennsylvania
$266K +$26.3K +225 +10%
SYBT
481
Stock Yards Bank & Trust
Kentucky
$265K -$71.2K -610 -20%
LCM
482
Landscape Capital Management
New Jersey
$262K +$289K +2,477 New
Fayez Sarofim & Co
483
Fayez Sarofim & Co
Texas
$260K +$286K +2,455 New
CHP
484
Cable Hill Partners
Oregon
$258K +$45.5K +390 +19%
RB
485
Renasant Bank
Mississippi
$257K +$12.6K +108 +5%
PCS
486
Personal CFO Solutions
New Jersey
$257K -$11K -94 -4%
FPGT
487
Financial Partners Group (Tennessee)
Tennessee
$257K +$1.63K +14 +0.6%
PFG
488
PAX Financial Group
Texas
$257K +$18.1K +155 +7%
TA
489
TruWealth Advisors
Louisiana
$253K +$279K +2,392 New
MCM
490
MAI Capital Management
Ohio
$253K -$4.43K -38 -2%
DWT
491
Dorsey & Whitney Trust
South Dakota
$253K
GLA
492
Great Lakes Advisors
Illinois
$252K +$350 +3 +0.1%
KPWS
493
Kestra Private Wealth Services
Texas
$250K -$69.5K -596 -20%
PP
494
Patten & Patten
Tennessee
$249K
PWG
495
Portside Wealth Group
Utah
$249K +$8.17K +70 +3%
RWA
496
Ropes Wealth Advisors
Massachusetts
$249K
SAM
497
Strategy Asset Managers
California
$248K -$3.15K -27 -1%
GT
498
Greenleaf Trust
Michigan
$247K +$2.1K +18 +0.8%
NHC
499
Nicholas Hoffman & Company
Georgia
$246K +$583 +5 +0.2%
AIC
500
Archer Investment Corporation
Indiana
$246K

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.