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Atmos Energy

629 hedge funds and large institutions have $12.9B invested in Atmos Energy in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 206 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $9.3M | Put options by funds: $3.08M

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

28% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 206

2% more funds holding

Funds holding: 617629 (+12)

1.1% more ownership

Funds ownership: 90.68%91.78% (+1.1%)

8% less capital invested

Capital invested by funds: $14.1B → $12.9B (-$1.15B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
629
Holders Change
+12
Holders Change %
+1.94%
% of All Funds
10.84%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
69
Increased
264
Reduced
206
Closed
52
Calls
$9.3M
Puts
$3.08M
Net Calls
+$6.22M
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
601
Legend Financial Advisors
Pennsylvania
$3.87K +$4.35K +38 New
EW
602
Evoke Wealth
California
$3K
TFGT
603
TS Financial Group (TSFG)
Illinois
$3K
TIM
604
Tortoise Investment Management
New York
$2K -$2.86K -25 -52%
AF
605
Advisornet Financial
Minnesota
$2K -$229 -2 -11%
CWA
606
Clearview Wealth Advisors
Oregon
$2K
FMP
607
Financial Management Professionals
Texas
$2K
IFAM
608
Institutional & Family Asset Management
Colorado
$2K
PWMG
609
Prestige Wealth Management Group
New Jersey
$2K +$1.15K +10 +143%
HCP
610
Hexagon Capital Partners
Arkansas
$2K +$1.6K +14 +200%
CAL
611
Capital Advisors Ltd
Ohio
$2K +$1.72K +15 +500%
CFGS
612
Concourse Financial Group Securities
Alabama
$2K +$2.63K +23 New
AAP
613
Arax Advisory Partners
Colorado
$1K -$1.38K -12 -57%
BWM
614
BerganKDV Wealth Management
Minnesota
$1K
FHA
615
First Horizon Advisors
Tennessee
$1K +$458 +4 +67%
IAS
616
IMA Advisory Services
Colorado
$1K +$687 +6 New
SIC
617
SJS Investment Consulting
Ohio
$1K +$917 +8 New
ECG
618
Edge Capital Group
Georgia
$1K +$1.03K +9 New
SWM
619
Selective Wealth Management
Virginia
$1K +$1.15K +10 New
EC
620
EdgeRock Capital
Colorado
$1K +$1.38K +12 New
CA
621
Cetera Advisors
Colorado
$1K +$478K +4,173 +106%
Cetera Investment Advisers
622
Cetera Investment Advisers
Illinois
$1K +$845K +7,373 +218%
AWM
623
Abound Wealth Management
Tennessee
$513 +$573 +5 New
FGAM
624
Financial Gravity Asset Management
Texas
$467 -$6.87K -60 -9%
SWA
625
Sutton Wealth Advisors
Florida
$102

ATO Hedge Fund Activity: Q3 2022 in Review

629 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2022, worth a combined $12.9B — down 8.2% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ATO positions and 52 closed out — a net gain of 17 holders — while 264 added to existing stakes and 206 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $854M. The largest seller was GQG Partners, cutting an estimated $504M.

  • 629 institutional investors held Atmos Energy (ATO) as of Q3 2022, up from 617 in Q2 2022.
  • Funds reported $12.9B of Atmos Energy stock for Q3 2022, down 8.2% quarter-over-quarter.
  • 69 funds opened new Atmos Energy positions in Q3 2022 and 52 closed out, a net change of +17 holders.
  • The largest Atmos Energy buyer in Q3 2022 was Wellington Management Group, an estimated $854M added.
  • The largest Atmos Energy seller in Q3 2022 was GQG Partners, an estimated $504M sold.

Based on aggregated 13F filings for Q3 2022.