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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
PG
626
Proffitt & Goodson
Tennessee
$43.6K
DAM
627
Delta Asset Management
Tennessee
$39.5K
QC
628
Quent Capital
New York
$39.4K +$7.57K +66 +25%
FRA
629
Front Row Advisors
California
$38.6K +$26.4K +230 +242%
CA
630
CoreCap Advisors
Michigan
$37.8K +$36.5K +318 New
WIM
631
Westside Investment Management
California
$35.7K
BTI
632
Blue Trust Inc
Georgia
$35.2K -$93.4K -814 -73%
CT
633
Colonial Trust
South Carolina
$34.8K
LC
634
Lindbrook Capital
California
$34.5K +$6.42K +56 +24%
FMII
635
Farmers & Merchants Investments Inc
Nebraska
$34.2K +$22K +192 +200%
LSA
636
Leonteq Securities AG
Switzerland
$34.1K +$32.9K +287 New
CHA
637
Carmichael Hill & Associates
Maryland
$32.2K
CTA
638
Colonial Trust Advisors
South Carolina
$29.6K
MSG
639
Main Street Group
Virginia
$27.8K
PTC
640
Private Trust Company
Ohio
$25.9K
POIA
641
Pin Oak Investment Advisors
Texas
$25K
AS
642
Altshuler Shaham
Israel
$25K +$24.1K +210 New
EBA
643
Eagle Bay Advisors
New York
$24.5K -$4.59K -40 -16%
DJSG
644
D.J. St. Germain
Massachusetts
$23.8K
HT
645
Headlands Technologies
Illinois
$23.3K -$271K -2,361 -92%
CIAS
646
CBIZ Investment Advisory Services
Ohio
$23.3K +$22.5K +196 New
FPB
647
First PREMIER Bank
South Dakota
$23K
PA
648
PSI Advisors
Florida
$22.7K
RWA
649
Redmont Wealth Advisors
Illinois
$22.7K +$21.9K +191 New
VCM
650
Versant Capital Management
Arizona
$22K

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.