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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
FRA
576
Front Row Advisors
California
$39K -$463 -4 -1%
Loomis, Sayles & Company
577
Loomis, Sayles & Company
Massachusetts
$39K +$15.3K +132 +66%
WIM
578
Westside Investment Management
California
$34.9K
BWM
579
Baystate Wealth Management
Massachusetts
$33.9K +$1.39K +12 +4%
MPWT
580
MassMutual Private Wealth & Trust
Connecticut
$32K +$20.4K +176 +178%
CHA
581
Carmichael Hill & Associates
Maryland
$31.5K -$45.1K -390 -59%
LSA
582
Leonteq Securities AG
Switzerland
$31.2K +$31K +268 New
FHA
583
First Horizon Advisors
Tennessee
$31.1K
GRP
584
Global Retirement Partners
California
$29.4K -$2.2K -19 -7%
CTA
585
Colonial Trust Advisors
South Carolina
$29K
GWS
586
Glassman Wealth Services
Virginia
$27.2K +$11.5K +99 +73%
ZB
587
Zions Bancorporation
Utah
$25.5K +$3.59K +31 +16%
First Manhattan
588
First Manhattan
New York
$25.1K
TPCW
589
TD Private Client Wealth
New York
$25.1K +$3.01K +26 +14%
DI
590
Disciplined Investments
Oklahoma
$24.8K -$231 -2 -0.9%
C
591
Covestor
United Kingdom
$24K -$35.9K -310 -60%
POIA
592
Pin Oak Investment Advisors
Texas
$24K
CT
593
Colonial Trust
South Carolina
$23.3K
LC
594
Lindbrook Capital
California
$23.3K +$1.62K +14 +8%
DJSG
595
D.J. St. Germain
Massachusetts
$23.3K +$23.1K +200 New
RMC
596
Resources Management Corp
Connecticut
$23K -$1.02M -8,810 -98%
VCM
597
Versant Capital Management
Arizona
$22.3K +$116 +1 +0.5%
PA
598
PSI Advisors
Florida
$22.2K
SSG
599
Summit Securities Group
New York
$22K -$10.6K -92 -33%
HCM
600
Hollencrest Capital Management
California
$21.3K

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.