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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
IGWM
576
ICA Group Wealth Management
Colorado
$162K
Bessemer Group
577
Bessemer Group
New Jersey
$161K -$14K -122 -8%
PA
578
Parallel Advisors
California
$155K -$4.01K -35 -3%
GI
579
Gradient Investments
Minnesota
$150K -$122K -1,066 -46%
BBHC
580
Brown Brothers Harriman & Co
New York
$147K +$32.7K +285 +30%
S
581
SignatureFD
Georgia
$146K +$13.5K +118 +11%
UB
582
UMB Bank
Missouri
$146K -$34.4K -300 -20%
BF
583
BOK Financial
Oklahoma
$137K +$39K +340 +41%
AA
584
Ancora Advisors
Ohio
$137K +$1.26K +11 +1%
MHR
585
Matthew Hamilton Rosenberg
$134K
Jones Financial Companies
586
Jones Financial Companies
Missouri
$129K +$87.9K +766 +238%
CIBC Private Wealth Group
587
CIBC Private Wealth Group
Georgia
$118K +$115K +1,005 New
AssetMark Inc
588
AssetMark Inc
California
$116K -$3.33K -29 -3%
PS
589
Principal Securities
Iowa
$113K +$2.52K +22 +2%
PB
590
Pinnacle Bancorp
Nebraska
$105K
CFB
591
Cullen/Frost Bankers
Texas
$104K
CFD
592
Creative Financial Designs
Indiana
$104K +$36.4K +317 +57%
LWANC
593
Laurel Wealth Advisors (North Carolina)
North Carolina
$99.3K
C
594
Covestor
United Kingdom
$96K +$65.8K +574 +248%
MTIC
595
Missouri Trust & Investment Company
Missouri
$95.1K +$91.8K +800 New
FPFS
596
First Personal Financial Services
North Carolina
$93.9K
SIM
597
Sentry Investment Management
Wisconsin
$92K
Simplex Trading
598
Simplex Trading
Illinois
$92K +$68.1K +594 +326%
GWM
599
Geneos Wealth Management
Colorado
$90K +$1.49K +13 +2%
LAM
600
Lummis Asset Management
Texas
$89.4K

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.