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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
CQS
651
Credential Qtrade Securities
$2.97K
TIM
652
Tortoise Investment Management
New York
$2.44K
CWC
653
Carolinas Wealth Consulting
North Carolina
$2.33K -$3.73K -32 -59%
AF
654
Advisornet Financial
Minnesota
$2.23K +$117 +1 +5%
IFAM
655
Institutional & Family Asset Management
Colorado
$2.12K
PVH
656
Psagot Value Holdings
Israel
$2K
HBW
657
Hazlett, Burt & Watson
West Virginia
$2K +$2.33K +20 New
IHWM
658
Iron Horse Wealth Management
Iowa
$1.8K
SIC
659
SJS Investment Consulting
Ohio
$1.59K +$233 +2 +15%
AFS
660
Annapolis Financial Services
Maryland
$1.27K
MA
661
MCF Advisors
Kentucky
$1.06K
AWM
662
Abound Wealth Management
Tennessee
$957 +$467 +4 +80%
TWP
663
TFO Wealth Partners
Ohio
$698 +$700 +6 New
WA
664
WestEnd Advisors
North Carolina
$424 +$467 +4 New
SWA
665
SOA Wealth Advisors
New York
$318
TWD
666
True Wealth Design
Ohio
$318
HCP
667
Hexagon Capital Partners
Arkansas
$212 -$117 -1 -33%
SI
668
Scout Investments
Missouri
-$43.8M -352,040 Closed
RBA
669
Richard Bernstein Advisors
New York
-$6.86M -58,938 Closed
OIM
670
Opus Investment Management
Massachusetts
-$4.78M -41,050 Closed
Two Sigma Investments
671
Two Sigma Investments
New York
-$4.16M -35,716 Closed
EWA
672
EP Wealth Advisors
California
-$205K -31,008 Closed
CWM
673
Cordatus Wealth Management
Pennsylvania
-$1.57M -13,485 Closed
BCM
674
Bayesian Capital Management
New York
-$1.43M -12,300 Closed
VIA
675
Vident Investment Advisory
Georgia
-$1.21M -10,478 Closed

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.