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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
LWM
526
Laidlaw Wealth Management
New York
$207K +$228K +1,957 New
Holocene Advisors
527
Holocene Advisors
New York
$204K +$225K +1,926 New
CCM
528
Chilton Capital Management
Texas
$193K
TWM
529
Tradition Wealth Management
Minnesota
$168K +$817 +7 +0.4%
FDCDDQ
530
Federation des caisses Desjardins du Quebec
Quebec, Canada
$166K
CFB
531
Cullen/Frost Bankers
Texas
$161K
BCM
532
Birch Capital Management
Texas
$161K
MCM
533
Manchester Capital Management
Vermont
$153K
Credit Agricole
534
Credit Agricole
France
$148K +$163K +1,396 New
M
535
MOTCO
Texas
$147K
HI
536
Harbour Investments
Wisconsin
$147K -$700 -6 -0.4%
SC
537
SouthState Corp
Florida
$146K
S
538
SignatureFD
Georgia
$133K +$12.4K +106 +9%
EBA
539
Eagle Bay Advisors
New York
$130K +$14.6K +125 +11%
RFA
540
Resurgent Financial Advisors
Georgia
$126K +$467 +4 +0.3%
MHR
541
Matthew Hamilton Rosenberg
$120K
FAF
542
Fjarde Ap-fonden
Sweden
$106K
SGC
543
Slocum, Gordon & Co
Rhode Island
$106K
SCA
544
Stonebridge Capital Advisors
Minnesota
$106K
UM
545
UniSuper Management
Australia
$106K
AssetMark Inc
546
AssetMark Inc
California
$104K +$2.33K +20 +2%
HT
547
Headlands Technologies
Illinois
$100K +$110K +947 New
FFA
548
Farther Finance Advisors
California
$98.1K -$16.5K -141 -13%
LFG
549
Larson Financial Group
Missouri
$95.3K +$105K +900 New
PB
550
Pinnacle Bancorp
Nebraska
$93.3K

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.