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Atmos Energy

629 hedge funds and large institutions have $12.9B invested in Atmos Energy in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 206 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $9.3M | Put options by funds: $3.08M

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

28% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 206

2% more funds holding

Funds holding: 617629 (+12)

1.1% more ownership

Funds ownership: 90.68%91.78% (+1.1%)

8% less capital invested

Capital invested by funds: $14.1B → $12.9B (-$1.15B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
629
Holders Change
+12
Holders Change %
+1.94%
% of All Funds
10.84%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
69
Increased
264
Reduced
206
Closed
52
Calls
$9.3M
Puts
$3.08M
Net Calls
+$6.22M
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
551
Baystate Wealth Management
Massachusetts
$28K +$115 +1 +0.4%
DI
552
Disciplined Investments
Oklahoma
$22K +$115 +1 +0.5%
AWM
553
Accel Wealth Management
Iowa
$21K -$28.6K -250 -56%
GWA
554
Gibson Wealth Advisors
Texas
$21K
POIA
555
Pin Oak Investment Advisors
Texas
$21K
ZB
556
Zions Bancorporation
Utah
$21K +$458 +4 +2%
GRP
557
Global Retirement Partners
California
$21K +$7.33K +64 +48%
VCM
558
Versant Capital Management
Arizona
$20K
TWA
559
TCI Wealth Advisors
Arizona
$20K +$573 +5 +3%
Bank of Montreal
560
Bank of Montreal
Ontario, Canada
$18.9K +$1.27M +11,102 +7%
HSA
561
HBK Sorce Advisory
Pennsylvania
$18K +$2.29M +20,000 New
SFA
562
Semmax Financial Advisors
North Carolina
$16K
AIL
563
AGF Investments LLC
Ontario, Canada
$15K -$125K -1,089 -88%
HDIM
564
Hanson & Doremus Investment Management
Vermont
$15K
AF
565
Allworth Financial
California
$15K +$2.52K +22 +17%
GWS
566
Glassman Wealth Services
Virginia
$13K -$458 -4 -3%
Loomis, Sayles & Company
567
Loomis, Sayles & Company
Massachusetts
$13K +$9.85K +86 +205%
HFM
568
Harvest Fund Management
China
$13K +$14.4K +126 New
RBC
569
Roble Belko & Company
Pennsylvania
$12K
GIA
570
Goodwin Investment Advisory
Georgia
$12K +$13.5K +118 New
BCMLT
571
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K
LS
572
Livforsakringsbolaget Skandia
Sweden
$10K -$45.8K -400 -80%
ZIG
573
Zullo Investment Group
Pennsylvania
$10K +$2.63K +23 +29%
CMP
574
Coston McIsaac & Partners
Maine
$9K
HIA
575
Harbor Investment Advisory
Maryland
$9K

ATO Hedge Fund Activity: Q3 2022 in Review

629 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2022, worth a combined $12.9B — down 8.2% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ATO positions and 52 closed out — a net gain of 17 holders — while 264 added to existing stakes and 206 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $854M. The largest seller was GQG Partners, cutting an estimated $504M.

  • 629 institutional investors held Atmos Energy (ATO) as of Q3 2022, up from 617 in Q2 2022.
  • Funds reported $12.9B of Atmos Energy stock for Q3 2022, down 8.2% quarter-over-quarter.
  • 69 funds opened new Atmos Energy positions in Q3 2022 and 52 closed out, a net change of +17 holders.
  • The largest Atmos Energy buyer in Q3 2022 was Wellington Management Group, an estimated $854M added.
  • The largest Atmos Energy seller in Q3 2022 was GQG Partners, an estimated $504M sold.

Based on aggregated 13F filings for Q3 2022.