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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
CI Investments Inc
576
CI Investments Inc
Ontario, Canada
$44K +$2.22K +19 +5%
SSB
577
Sandy Spring Bank
Maryland
$42.5K -$5.6K -48 -11%
DAM
578
Delta Asset Management
Tennessee
$42.4K
FFC
579
First Financial Corp
Indiana
$42.4K
WWP
580
WR Wealth Planners
Missouri
$40.7K
Cohen & Steers
581
Cohen & Steers
New York
$38K
FRA
582
Front Row Advisors
California
$34.3K -$933 -8 -2%
BTI
583
Blue Trust Inc
Georgia
$34K +$15.4K +132 +80%
WIM
584
Westside Investment Management
California
$31.8K
RW
585
RVW Wealth
California
$31.8K +$35K +300 New
VAG
586
VisionPoint Advisory Group
Texas
$31.1K +$17.7K +152 +107%
CT
587
Colonial Trust
South Carolina
$31K +$10.9K +93 +47%
MPWT
588
MassMutual Private Wealth & Trust
Connecticut
$30.4K +$1.4K +12 +4%
TPCW
589
TD Private Client Wealth
New York
$30.4K +$8.28K +71 +33%
FHA
590
First Horizon Advisors
Tennessee
$30.1K +$1.98K +17 +6%
BWM
591
Baystate Wealth Management
Massachusetts
$30K -$1.05K -9 -3%
BAAM
592
Baker Avenue Asset Management
California
$29.8K +$29.9K +256 +985%
CHA
593
Carmichael Hill & Associates
Maryland
$28.7K
LSA
594
Leonteq Securities AG
Switzerland
$28.3K -$117 -1 -0.4%
QC
595
Quent Capital
New York
$26.3K -$12.8K -110 -31%
CTA
596
Colonial Trust Advisors
South Carolina
$26.3K -$117 -1 -0.4%
GWS
597
Glassman Wealth Services
Virginia
$24.8K
ZB
598
Zions Bancorporation
Utah
$23K -$233 -2 -0.9%
POIA
599
Pin Oak Investment Advisors
Texas
$22K
C
600
Covestor
United Kingdom
$22K +$700 +6 +3%

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.