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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
WS
526
Wedbush Securities
California
$266K +$257K +2,240 New
IWM
527
IHT Wealth Management
Illinois
$263K +$254K +2,212 New
PCIA
528
Prime Capital Investment Advisors
Kansas
$261K +$252K +2,199 New
GT
529
Greenleaf Trust
Michigan
$260K -$12.5K -109 -5%
Artisan Partners
530
Artisan Partners
Wisconsin
$260K +$46.3K +404 +23%
CGH
531
CMG Global Holdings
Texas
$259K
VVP
532
Venture Visionary Partners
Ohio
$257K +$12.2K +106 +5%
AOWM
533
Alpha Omega Wealth Management
Virginia
$257K
CTC
534
Central Trust Company
Missouri
$254K +$803 +7 +0.3%
OMC
535
Old Mission Capital
Illinois
$252K +$243K +2,118 New
PP
536
Patten & Patten
Tennessee
$250K
OIA
537
OneDigital Investment Advisors
Kansas
$249K +$240K +2,091 New
NHC
538
Nicholas Hoffman & Company
Georgia
$244K -$2.52K -22 -1%
PP
539
Paloma Partners
Connecticut
$242K +$233K +2,035 New
IWN
540
Independent Wealth Network
Iowa
$241K -$24K -209 -9%
KPWS
541
Kestra Private Wealth Services
Texas
$241K -$11.2K -98 -5%
GG
542
Gleason Group
Kentucky
$241K +$1.61K +14 +0.7%
CSPIA
543
Cary Street Partners Investment Advisory
Virginia
$240K +$115 +1 +0%
SSW
544
Smith Shellnut Wilson
Mississippi
$238K
DT
545
Diversified Trust
Tennessee
$234K +$2.41K +21 +1%
BFM
546
Boothbay Fund Management
New York
$231K +$223K +1,941 New
OFG
547
Oxford Financial Group
Indiana
$228K -$15.9K -139 -7%
KWM
548
Kingsview Wealth Management
Oregon
$227K -$16.7K -146 -7%
NW
549
NewEdge Wealth
Pennsylvania
$226K +$218K +1,902 New
GGI
550
Godsey & Gibb Inc
Virginia
$225K -$28.7K -250 -12%

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.