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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
FPFS
551
First Personal Financial Services
North Carolina
$91.9K
BF
552
BOK Financial
Oklahoma
$87.6K -$29.3K -253 -25%
GWM
553
Geneos Wealth Management
Colorado
$86.6K
HPC
554
HM Payson & Co
Maine
$81.4K
FWM
555
Focused Wealth Management
New York
$78.6K
PMFA
556
Plante Moran Financial Advisors
Michigan
$76.8K
QCG
557
Quadrant Capital Group
Ohio
$73.1K +$694 +6 +1%
Jones Financial Companies
558
Jones Financial Companies
Missouri
$72K -$72.6K -627 -50%
AF
559
Allworth Financial
California
$66.7K +$1.16K +10 +2%
PPC
560
Park Place Capital
Alabama
$66.4K
ST
561
Smithfield Trust
Pennsylvania
$66K
SWM
562
Spire Wealth Management
Virginia
$60.5K
CSPIA
563
Cary Street Partners Investment Advisory
Virginia
$59.9K +$9.26K +80 +18%
PTC
564
Private Trust Company
Ohio
$59.6K
AAG
565
Armstrong Advisory Group
Massachusetts
$58.2K
CWP
566
Concord Wealth Partners
Virginia
$58.2K
PG
567
Proffitt & Goodson
Tennessee
$58.2K
CFD
568
Creative Financial Designs
Indiana
$56.9K +$23.7K +205 +72%
SSB
569
Sandy Spring Bank
Maryland
$52.2K +$5.55K +48 +12%
CI Investments Inc
570
CI Investments Inc
Ontario, Canada
$47K +$3.13K +27 +7%
DAM
571
Delta Asset Management
Tennessee
$46.5K
FFC
572
First Financial Corp
Indiana
$46.5K
WWP
573
WR Wealth Planners
Missouri
$44.7K -$22.2K -192 -33%
Cohen & Steers
574
Cohen & Steers
New York
$42K
QC
575
Quent Capital
New York
$41.6K +$231 +2 +0.6%

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.