We are live on ! Find out more
ATO icon

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
DJSG
601
D.J. St. Germain
Massachusetts
$21.2K
RMC
602
Resources Management Corp
Connecticut
$21K
PA
603
PSI Advisors
Florida
$20.2K
VCM
604
Versant Capital Management
Arizona
$19.8K -$583 -5 -3%
GRP
605
Global Retirement Partners
California
$19.8K -$7.82K -67 -26%
LC
606
Lindbrook Capital
California
$19.4K -$1.98K -17 -9%
HCM
607
Hollencrest Capital Management
California
$19.4K
CNBTD
608
Citizens National Bank Trust Department
Mississippi
$18.5K
SFA
609
Semmax Financial Advisors
North Carolina
$17.1K +$18K +154 New
PFBT
610
Parkside Financial Bank & Trust
Missouri
$17.1K -$467 -4 -2%
HDIM
611
Hanson & Doremus Investment Management
Vermont
$16K
FGAM
612
Financial Gravity Asset Management
Texas
$14K +$1.63K +14 +12%
NECFA
613
New England Capital Financial Advisors
Connecticut
$13.9K
RTC
614
Riverview Trust Company
Washington
$13K
RBC
615
Roble Belko & Company
Pennsylvania
$13K
JWM
616
Janiczek Wealth Management
Colorado
$12.9K +$2.33K +20 +20%
LS
617
Livforsakringsbolaget Skandia
Sweden
$10.6K
BCMLT
618
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.5K
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$10.2K
MCM
620
MV Capital Management
Maryland
$10.1K +$1.05K +9 +10%
CMP
621
Coston McIsaac & Partners
Maine
$10K +$117 +1 +1%
DIP
622
DT Investment Partners
Pennsylvania
$9.75K
AGWCA
623
Annis Gardner Whiting Capital Advisors
Florida
$9.43K +$10.4K +89 New
MIA
624
Milestone Investment Advisors
Wisconsin
$9.22K +$10.2K +87 New
HIA
625
Harbor Investment Advisory
Maryland
$9.11K

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.