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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
B
651
Barings
North Carolina
-$283K -2,523 Closed
GA
652
Geller Advisors
New York
-$280K -2,496 Closed
GSB
653
Greenfield Savings Bank
Massachusetts
-$269K -2,400 Closed
GAM
654
Gotham Asset Management
New York
-$223K -1,985 Closed
OTL
655
Oak Thistle LLC
New York
-$212K -1,895 Closed
OFG
656
Oxford Financial Group
Indiana
-$210K -1,877 Closed
PAMG
657
Patton Albertson Miller Group
Tennessee
-$207K -1,850 Closed
CW
658
CreativeOne Wealth
Kansas
-$207K -1,845 Closed
CPIA
659
Cornell Pochily Investment Advisors
New York
-$202K -1,800 Closed
CJL
660
Cyrus J. Lawrence
New York
-$163K -1,458 Closed
SWM
661
SeaCrest Wealth Management
New York
-$157K -1,401 Closed
AG
662
AIA Group
Hong Kong
-$151K -1,349 Closed
AIP
663
Ahrens Investment Partners
Louisiana
-$88K -783 Closed
CWP
664
Concord Wealth Partners
Virginia
-$75K -666 Closed
CWM
665
Curi Wealth Management
North Carolina
-$43K -381 Closed
COCM
666
Charter Oak Capital Management
New Hampshire
-$30K -315 Closed
CI
667
CX Institutional
Indiana
-$35K -315 Closed
PFGIA
668
Patriot Financial Group Insurance Agency
Massachusetts
-$19K -166 Closed
RG
669
Retirement Group
California
-$14K -129 Closed
VRM
670
Vectors Research Management
New York
-$11K -101 Closed
ACM
671
Aquatic Capital Management
Illinois
-$11K -100 Closed
MFC
672
Mechanics Financial Corp
Ohio
-$11K -100 Closed
Lazard Asset Management
673
Lazard Asset Management
New York
-$1.49K -13 -76%
CA
674
CoreCap Advisors
Michigan
-$1K -10 Closed
SFG
675
Steward Financial Group
Texas
-$1K -9 Closed

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.