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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
FMP
626
Financial Management Professionals
Texas
$8K +$1.17K +10 +15%
KFI
627
Key Financial Inc
Pennsylvania
$7.84K
NFSG
628
Newbridge Financial Services Group
Florida
$7.31K
CAL
629
Capital Analysts LLC
Pennsylvania
$7K
HFM
630
Harvest Fund Management
China
$7K
JWA
631
JFS Wealth Advisors
Pennsylvania
$6.89K
BIA
632
Bell Investment Advisors
California
$6.78K +$1.75K +15 +31%
GEA
633
Glen Eagle Advisors
New Jersey
$6.51K -$117 -1 -2%
GKIM
634
GW&K Investment Management
Massachusetts
$6K +$583 +5 +9%
SIS
635
Sound Income Strategies
Florida
$5.83K
AWM
636
Atticus Wealth Management
Florida
$5.3K
WPWM
637
Western Pacific Wealth Management
Illinois
$5.3K
EWA
638
EverSource Wealth Advisors
Alabama
$5.3K -$3.27K -28 -36%
MA
639
Montag & Associates
Georgia
$5.19K
NSIM
640
North Star Investment Management
Illinois
$5.08K +$5.6K +48 New
MCM
641
Magnolia Capital Management
New York
$5K
FCA
642
FinTrust Capital Advisors
South Carolina
$4.98K
RTL
643
Red Tortoise LLC
Georgia
$4.87K
PWMG
644
Prestige Wealth Management Group
New Jersey
$4.03K
LFA
645
Legend Financial Advisors
Pennsylvania
$4.03K
SFG
646
Steward Financial Group
Texas
$4K +$4.67K +40 New
CFGS
647
Concourse Financial Group Securities
Alabama
$3.81K -$3.85K -33 -48%
AAP
648
Arax Advisory Partners
Colorado
$3.71K -$2.8K -24 -41%
CSB
649
City State Bank
Iowa
$3K
TFGT
650
TS Financial Group (TSFG)
Illinois
$3K

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.