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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
TF
601
Tompkins Financial
New York
$89.2K +$86K +750 New
HPC
602
HM Payson & Co
Maine
$83.2K
QL
603
Quarry LP
New York
$82.3K +$62.9K +548 +381%
QCG
604
Quadrant Capital Group
Ohio
$81.2K -$1.95K -17 -2%
PMFA
605
Plante Moran Financial Advisors
Michigan
$78.5K
AF
606
Allworth Financial
California
$76.5K +$1.72K +15 +2%
JWM
607
Janiczek Wealth Management
Colorado
$73.5K +$58.4K +509 +467%
First Manhattan
608
First Manhattan
New York
$67.8K +$65.4K +570 New
ST
609
Smithfield Trust
Pennsylvania
$67K
CTC
610
Cetera Trust Company
Minnesota
$65.4K
SWM
611
Spire Wealth Management
Virginia
$64.5K +$803 +7 +1%
CWM
612
Compass Wealth Management
Connecticut
$62.4K -$34.4K -300 -36%
SGC
613
Slocum, Gordon & Co
Rhode Island
$59.4K
GRP
614
Global Retirement Partners
California
$58.5K +$22.8K +199 +68%
CI Investments Inc
615
CI Investments Inc
Ontario, Canada
$58K +$8.26K +72 +17%
AAG
616
Armstrong Advisory Group
Massachusetts
$58K
VAG
617
VisionPoint Advisory Group
Texas
$56K -$2.64K -23 -5%
PFBT
618
Parkside Financial Bank & Trust
Missouri
$54.4K -$573 -5 -1%
GI
619
GAMMA Investing
California
$52.7K +$4.47K +39 +10%
BGAI
620
Bruce G. Allen Investments
Colorado
$51.2K +$1.95K +17 +4%
CCA
621
Criterion Capital Advisors
Tennessee
$47.9K
SSB
622
Sandy Spring Bank
Maryland
$47.7K
FFC
623
First Financial Corp
Indiana
$47.5K
FHA
624
First Horizon Advisors
Tennessee
$45.9K +$7K +61 +19%
WWP
625
WR Wealth Planners
Missouri
$45.6K +$44K +384 New

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.