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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
IF
501
Intrua Financial
Texas
$245K +$233 +2 +0.1%
Cerity Partners
502
Cerity Partners
New York
$244K -$541K -4,634 -67%
WI
503
Wahed Invest
New York
$240K +$264K +2,265 New
MAP
504
Moody Aldrich Partners
Massachusetts
$239K -$5.83K -50 -2%
IWN
505
Independent Wealth Network
Iowa
$239K +$3.38K +29 +1%
William Blair & Company
506
William Blair & Company
Illinois
$238K +$1.17K +10 +0.4%
IWA
507
IBEX Wealth Advisors
New Jersey
$236K +$260K +2,228 New
HI
508
Horizon Investments
North Carolina
$233K +$4.9K +42 +2%
CGH
509
CMG Global Holdings
Texas
$230K
AOWM
510
Alpha Omega Wealth Management
Virginia
$229K
GGI
511
Godsey & Gibb Inc
Virginia
$227K -$11.7K -100 -4%
VVP
512
Venture Visionary Partners
Ohio
$227K -$7.35K -63 -3%
TNBTD
513
Trustmark National Bank Trust Department
Mississippi
$226K
CTC
514
Central Trust Company
Missouri
$226K +$243K +2,083 +4,340%
FMAEN1
515
Fund Management at Engine No 1
California
$225K +$28.6K +245 +13%
PWAG
516
Polaris Wealth Advisory Group
California
$220K +$243K +2,080 New
FWM
517
FFT Wealth Management
Pennsylvania
$218K
Nomura Holdings
518
Nomura Holdings
Japan
$216K -$949K -8,137 -80%
UB
519
UMB Bank
Missouri
$215K -$1.05K -9 -0.4%
TCM
520
Traynor Capital Management
Pennsylvania
$212K -$35K -300 -13%
OIA
521
OneDigital Investment Advisors
Kansas
$211K +$233K +1,996 New
GG
522
Gleason Group
Kentucky
$211K +$1.52K +13 +0.7%
STC
523
Sarah T. Connolly
$211K -$37.9K -325 -14%
CA
524
Continuum Advisory
Idaho
$210K -$11.3K -97 -5%
PA
525
Parallel Advisors
California
$208K +$2.68K +23 +1%

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.