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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
PWAM
551
Pinnacle West Asset Management
Wyoming
$224K +$216K +1,885 New
SP
552
Symmetry Partners
Connecticut
$223K
IC
553
IEQ Capital
California
$222K +$10.9K +95 +5%
HWM
554
HB Wealth Management
Georgia
$221K +$14.5K +126 +7%
TNBTD
555
Trustmark National Bank Trust Department
Mississippi
$220K -$21.8K -190 -9%
IWC
556
Integrated Wealth Concepts
Massachusetts
$219K -$6.19K -54 -3%
BP
557
BNP Paribas
France
$219K +$211K +1,841 New
CCM
558
Chilton Capital Management
Texas
$217K
SI
559
Stephens Inc
Arkansas
$215K +$8.6K +75 +4%
CPIA
560
Cornell Pochily Investment Advisors
New York
$214K
MCM
561
Manchester Capital Management
Vermont
$213K +$1.26K +11 +0.6%
BFW
562
Brady Family Wealth
Missouri
$212K +$918 +8 +0.4%
EWA
563
EP Wealth Advisors
California
$212K +$1.72K +15 +0.8%
SWM
564
Scissortail Wealth Management
Oklahoma
$212K
UCFA
565
United Capital Financial Advisors
Texas
$209K -$8.03K -70 -4%
CCA
566
Checchi Capital Advisers
California
$209K -$1.83K -16 -0.9%
BC
567
Burney Company
Virginia
$207K
SWP
568
Significant Wealth Partners
Illinois
$207K +$199K +1,739 New
OWMIAS
569
One Wealth Management Investment & Advisory Services
Florida
$201K +$194K +1,689 New
BCM
570
Birch Capital Management
Texas
$180K
HNB
571
Hilltop National Bank
Wyoming
$179K +$172K +1,503 New
FAF
572
Fjarde Ap-fonden
Sweden
$178K -$22.9K -200 -12%
M
573
MOTCO
Texas
$165K
SC
574
SouthState Corp
Florida
$164K
HI
575
Harbour Investments
Wisconsin
$164K -$1.49K -13 -0.9%

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.