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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
LIA
476
LBMC Investment Advisors
Tennessee
$356K -$85.9K -749 -20%
CDH
477
Charles D. Hyman
$348K
WI
478
Wahed Invest
New York
$346K +$44K +384 +15%
SOAMC
479
Spirit of America Management Corp
New York
$345K +$34.4K +300 +12%
MP
480
McDonald Partners
Ohio
$344K +$14.3K +125 +5%
BAM
481
Blueshift Asset Management
New Jersey
$344K +$332K +2,893 New
HIS
482
Horizon Investment Services
Indiana
$342K -$22.5K -196 -6%
TPI
483
Trust Point Inc
Wisconsin
$336K -$376K -3,279 -54%
SHFA
484
SC&H Financial Advisors
Maryland
$336K -$80.1K -698 -20%
ACA
485
Aptus Capital Advisors
Alabama
$335K +$323K +2,817 New
MIF
486
Mediolanum International Funds
Ireland
$331K +$321K +2,802 New
PCS
487
Personal CFO Solutions
New Jersey
$331K -$6.31K -55 -2%
BHCM
488
Brevan Howard Capital Management
Jersey
$328K -$1.55M -13,529 -83%
Tudor Investment Corp
489
Tudor Investment Corp
Connecticut
$327K +$315K +2,747 New
Capstone Investment Advisors
490
Capstone Investment Advisors
New York
$326K +$59.6K +520 +23%
MG
491
Meritage Group
California
$326K +$803 +7 +0.3%
VCG
492
Vantage Consulting Group
Virginia
$325K -$1.49K -13 -0.5%
BHWM
493
Beaird Harris Wealth Management
Texas
$322K
FRM
494
Fox Run Management
Connecticut
$320K +$308K +2,689 New
FMWA
495
Forvis Mazars Wealth Advisors
Missouri
$316K
SYBT
496
Stock Yards Bank & Trust
Kentucky
$313K -$9.52K -83 -3%
JCIA
497
Jackson Creek Investment Advisors
Colorado
$308K -$6.65K -58 -2%
BL
498
Balentine LLC
Georgia
$305K -$142K -1,237 -33%
William Blair & Company
499
William Blair & Company
Illinois
$304K +$4.59K +40 +2%
SWM
500
Shelton Wealth Management
Texas
$301K +$291K +2,535 New

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.