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Atmos Energy
ATO

Overview Fund Activity

663 hedge funds and large institutions have $14.4B invested in Atmos Energy in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 261 increasing their positions, 217 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-6
Holders Change %
-0.9%
% 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
69
Increased
261
Reduced
217
Closed
67
Calls
$18M
Puts
$3.52M
Net Calls
+$14.5M
Net Calls Change
+$1.78M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.05B
2
State Street
State Street
Massachusetts
$1.18B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$952M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$126M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$54.2M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$359M
2
SI
Scout Investments
Missouri
$0
3
Charles Schwab
Charles Schwab
California
$83.4M
4
Man Group
Man Group
United Kingdom
$15.9M
5
American Century Companies
American Century Companies
Missouri
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
651
Advisornet Financial
Minnesota
$2.23K +$106 +1 +5%
IFAM
652
Institutional & Family Asset Management
Colorado
$2.12K – – –
PVH
653
Psagot Value Holdings
Israel
$2K – – –
HBW
654
Hazlett, Burt & Watson
West Virginia
$2K +$2K +20 New
IHWM
655
Iron Horse Wealth Management
Iowa
$1.8K – – –
SIC
656
SJS Investment Consulting
Ohio
$1.59K +$212 +2 +15%
AFS
657
Annapolis Financial Services
Maryland
$1.27K – – –
MA
658
MCF Advisors
Kentucky
$1.06K – – –
AWM
659
Abound Wealth Management
Tennessee
$957 +$425 +4 +80%
TWP
660
TFO Wealth Partners
Ohio
$698 +$698 +6 New
WA
661
WestEnd Advisors
North Carolina
$424 +$424 +4 New
TWD
662
True Wealth Design
Ohio
$318 – – –
SWA
663
SOA Wealth Advisors
New York
$318 – – –
HCP
664
Hexagon Capital Partners
Arkansas
$212 -$106 -1 -33%
SI
665
Scout Investments
Missouri
– -$43.8M -352,040 Closed
RBA
666
Richard Bernstein Advisors
New York
– -$6.86M -58,938 Closed
OIM
667
Opus Investment Management
Massachusetts
– -$4.78M -41,050 Closed
Two Sigma Investments
668
Two Sigma Investments
New York
– -$4.16M -35,716 Closed
EWA
669
EP Wealth Advisors
California
– -$205K -31,008 Closed
CWM
670
Cordatus Wealth Management
Pennsylvania
– -$1.57M -13,485 Closed
BCM
671
Bayesian Capital Management
New York
– -$1.43M -12,300 Closed
VIA
672
Vident Investment Advisory
Georgia
– -$1.21M -10,478 Closed
VAS
673
Vestmark Advisory Solutions
Massachusetts
– -$1.21M -10,403 Closed
SBH
674
Segall Bryant & Hamill
Illinois
– -$1.12M -9,654 Closed
SLA
675
Silver Lake Advisory
Utah
– -$890K -7,648 Closed
25 26
27
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