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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
PFG
501
PAX Financial Group
Texas
$301K -$1.49K -13 -0.5%
VI
502
Versor Investments
New York
$301K -$432K -3,769 -60%
MWM
503
MGB Wealth Management
Texas
$298K
FWM
504
FFT Wealth Management
Pennsylvania
$297K +$34.2K +298 +14%
AIMCA
505
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$297K
PG
506
Patten Group
Tennessee
$297K
WAM
507
Walker Asset Management
Missouri
$297K +$1.95K +17 +0.7%
ATC
508
Argent Trust Co
Tennessee
$296K -$46.1K -402 -14%
DFCM
509
Dark Forest Capital Management
Puerto Rico
$295K +$284K +2,480 New
IMCOOI
510
Investment Management Corp of Ontario (IMCO)
Canada
$293K -$115K -1,000 -29%
HI
511
Horizon Investments
North Carolina
$293K +$29.7K +259 +12%
EHC
512
Everett Harris & Co
California
$288K -$115K -1,000 -29%
SAM
513
Strategy Asset Managers
California
$286K +$5.28K +46 +2%
PWG
514
Portside Wealth Group
Utah
$286K -$6.54K -57 -2%
MCM
515
MAI Capital Management
Ohio
$285K +$34.8K +303 +14%
DWT
516
Dorsey & Whitney Trust
South Dakota
$284K +$918 +8 +0.3%
GLA
517
Great Lakes Advisors
Illinois
$281K
AIC
518
Archer Investment Corporation
Indiana
$276K
SCM
519
Schnieders Capital Management
California
$273K
BBA
520
BLB&B Advisors
Pennsylvania
$272K -$50.5K -440 -16%
PI
521
PFG Investments
New York
$272K +$263K +2,290 New
TCM
522
Tributary Capital Management
Nebraska
$271K -$145K -1,260 -36%
SCA
523
Snowden Capital Advisors
New York
$267K -$111K -966 -30%
YMRC
524
Yorktown Management & Research Company
Virginia
$267K +$258K +2,250 New
LNC
525
Lincoln National Corp
Pennsylvania
$267K -$18.4K -160 -7%

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.