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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
BF
551
BOK Financial
Oklahoma
$91.4K +$11.2K +96 +13%
SIM
552
Sentry Investment Management
Wisconsin
$91K -$5.83K -50 -5%
LWANC
553
Laurel Wealth Advisors (North Carolina)
North Carolina
$88.5K
CWM
554
Compass Wealth Management
Connecticut
$87.4K
PCM
555
Penserra Capital Management
California
$87K -$12.4K -106 -11%
FPFS
556
First Personal Financial Services
North Carolina
$83.7K
GWM
557
Geneos Wealth Management
Colorado
$78.8K
HPC
558
HM Payson & Co
Maine
$74.2K
Bessemer Group
559
Bessemer Group
New Jersey
$73K -$13.2K -113 -14%
FWM
560
Focused Wealth Management
New York
$71.6K
PMFA
561
Plante Moran Financial Advisors
Michigan
$70K
AF
562
Allworth Financial
California
$66.1K +$5.83K +50 +9%
QCG
563
Quadrant Capital Group
Ohio
$65.8K -$817 -7 -1%
PTC
564
Private Trust Company
Ohio
$61.4K +$7.93K +68 +13%
CSPIA
565
Cary Street Partners Investment Advisory
Virginia
$60.9K +$7K +60 +12%
ST
566
Smithfield Trust
Pennsylvania
$60K
PPC
567
Park Place Capital
Alabama
$58.9K -$1.75K -15 -3%
CFD
568
Creative Financial Designs
Indiana
$58.6K +$7.47K +64 +13%
SWM
569
Spire Wealth Management
Virginia
$55.7K +$700 +6 +1%
Bank Julius Baer & Co
570
Bank Julius Baer & Co
Switzerland
$55K -$121K -1,039 -67%
Loomis, Sayles & Company
571
Loomis, Sayles & Company
Massachusetts
$53K +$19K +163 +49%
AAG
572
Armstrong Advisory Group
Massachusetts
$53K
CWP
573
Concord Wealth Partners
Virginia
$53K
PG
574
Proffitt & Goodson
Tennessee
$53K
Jones Financial Companies
575
Jones Financial Companies
Missouri
$44.9K -$22.8K -195 -32%

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.