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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
TCWA
526
Ten Capital Wealth Advisors
Washington
$163K +$347 +3 +0.2%
HI
527
Harbour Investments
Wisconsin
$162K -$9.38K -81 -5%
M
528
MOTCO
Texas
$162K
Capstone Investment Advisors
529
Capstone Investment Advisors
New York
$161K +$160K +1,384 New
SC
530
SouthState Corp
Florida
$161K -$11.9K -103 -7%
IGWM
531
ICA Group Wealth Management
Colorado
$159K
BAMF
532
BI Asset Management Fondsmaeglerselskab
Denmark
$150K -$25.5K -220 -15%
RFA
533
Resurgent Financial Advisors
Georgia
$138K -$46.8K -404 -25%
S
534
SignatureFD
Georgia
$134K -$5.21K -45 -4%
MHR
535
Matthew Hamilton Rosenberg
$132K
CMBA
536
C.M. Bidwell & Associates
Hawaii
$130K -$4.17K -36 -3%
EBA
537
Eagle Bay Advisors
New York
$128K -$694 -6 -0.5%
FFA
538
Farther Finance Advisors
California
$124K -$4.28K -37 -3%
SGC
539
Slocum, Gordon & Co
Rhode Island
$116K
SCA
540
Stonebridge Capital Advisors
Minnesota
$116K
UM
541
UniSuper Management
Australia
$116K +$116K +1,000 New
FAF
542
Fjarde Ap-fonden
Sweden
$116K +$116K +1,000 New
AssetMark Inc
543
AssetMark Inc
California
$112K -$926 -8 -0.8%
PCM
544
Penserra Capital Management
California
$108K +$108K +930 +11,625%
SIM
545
Sentry Investment Management
Wisconsin
$106K
AP
546
Arlington Partners
Alabama
$103K +$103K +886 New
PB
547
Pinnacle Bancorp
Nebraska
$102K
LWANC
548
Laurel Wealth Advisors (North Carolina)
North Carolina
$97.1K
CWM
549
Compass Wealth Management
Connecticut
$96K
Bessemer Group
550
Bessemer Group
New Jersey
$93K +$49.4K +427 +116%

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.