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Atmos Energy

662 hedge funds and large institutions have $14.6B invested in Atmos Energy in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 251 increasing their positions, 218 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $5.13M

88% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 51

15% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 218

12% more capital invested

Capital invested by funds: $12.9B → $14.6B (+$1.61B)

5% more funds holding

Funds holding: 629662 (+33)

1.03% more ownership

Funds ownership: 91.78%92.81% (+1%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
662
Holders Change
+33
Holders Change %
+5.25%
% of All Funds
10.64%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
96
Increased
251
Reduced
218
Closed
51
Calls
$12.2M
Puts
$5.13M
Net Calls
+$7.05M
Net Calls Change
+$826K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
526
Sentry Investment Management
Wisconsin
$103K +$7.48K +68 +8%
AIC
527
Archer Investment Corporation
Indiana
$101K
PB
528
Pinnacle Bancorp
Nebraska
$99K
LWANC
529
Laurel Wealth Advisors (North Carolina)
North Carolina
$93.6K -$5.5K -50 -6%
CWM
530
Compass Wealth Management
Connecticut
$92.5K +$90.7K +825 New
HNWAG
531
High Net Worth Advisory Group
Florida
$89.7K
FPFS
532
First Personal Financial Services
North Carolina
$88.5K
Federated Hermes
533
Federated Hermes
Pennsylvania
$86.6K -$4.18K -38 -5%
PA
534
Parallel Advisors
California
$82.5K -$1.21K -11 -1%
HCA
535
Harbor Capital Advisors
Illinois
$81.3K -$7.37K -67 -8%
HPC
536
HM Payson & Co
Maine
$78.4K
PPC
537
Park Place Capital
Alabama
$76K +$74.1K +674 New
FWM
538
Focused Wealth Management
New York
$75.8K
RFA
539
Resurgent Financial Advisors
Georgia
$75.3K +$73.9K +672 New
CHA
540
Carmichael Hill & Associates
Maryland
$74.1K
PMFA
541
Plante Moran Financial Advisors
Michigan
$74K
CWP
542
Concord Wealth Partners
Virginia
$73.2K +$71.8K +653 New
PA
543
PSI Advisors
Florida
$66.2K
PTC
544
Private Trust Company
Ohio
$65K
CJL
545
Cyrus J. Lawrence
New York
$65K +$64.1K +583 New
Dimensional Fund Advisors
546
Dimensional Fund Advisors
Texas
$64.7K +$137K +1,250 +0.2%
ST
547
Smithfield Trust
Pennsylvania
$64K
QCG
548
Quadrant Capital Group
Ohio
$63.9K +$2.31K +21 +4%
AF
549
Allworth Financial
California
$61.2K +$43.8K +398 +269%
GWM
550
Geneos Wealth Management
Colorado
$61K -$22K -200 -27%