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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
SOAMC
501
Spirit of America Management Corp
New York
$233K +$156K +1,350 +208%
CA
502
Calton & Associates
Florida
$232K -$70.5K -609 -23%
GG
503
Gleason Group
Kentucky
$231K +$1.5K +13 +0.7%
PA
504
Parallel Advisors
California
$226K +$140K +1,213 +166%
WG
505
Winton Group
United Kingdom
$226K -$1.21M -10,412 -84%
OFG
506
Oxford Financial Group
Indiana
$220K +$219K +1,892 New
FMAEN1
507
Fund Management at Engine No 1
California
$219K +$218K +1,880 New
T
508
TRUADVICE
Florida
$216K -$27K -233 -11%
SWM
509
Scissortail Wealth Management
Oklahoma
$216K
ET
510
Equitable Trust
Tennessee
$215K +$214K +1,846 New
CCM
511
Chilton Capital Management
Texas
$212K
CPIA
512
Cornell Pochily Investment Advisors
New York
$209K
CCIA
513
Campbell & Co Investment Adviser
Maryland
$209K +$208K +1,797 New
AG
514
AIA Group
Hong Kong
$208K -$63.5K -549 -23%
KLI
515
Kelman-Lazarov Inc
Tennessee
$205K +$204K +1,765 New
BFW
516
Brady Family Wealth
Missouri
$205K +$204K +1,764 New
EWA
517
EP Wealth Advisors
California
$205K +$3.38M +29,221 +1,635%
QT
518
Quantamental Technologies
New York
$203K +$202K +1,745 New
BC
519
Burney Company
Virginia
$202K +$201K +1,740 New
TWM
520
Tradition Wealth Management
Minnesota
$184K +$20.5K +177 +13%
FDCDDQ
521
Federation des caisses Desjardins du Quebec
Quebec, Canada
$182K -$3.94K -34 -2%
Bank Julius Baer & Co
522
Bank Julius Baer & Co
Switzerland
$181K -$3.36K -29 -2%
CFB
523
Cullen/Frost Bankers
Texas
$177K -$463K -3,998 -72%
BCM
524
Birch Capital Management
Texas
$177K
MCM
525
Manchester Capital Management
Vermont
$168K

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.