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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
HCM
651
Hollencrest Capital Management
California
$21.8K
FFO
652
Fortitude Family Office
Arizona
$20.9K
ZB
653
Zions Bancorporation
Utah
$20.2K -$2.41K -21 -11%
HDIM
654
Hanson & Doremus Investment Management
Vermont
$18K
SFA
655
Semmax Financial Advisors
North Carolina
$17.9K
PPC
656
Park Place Capital
Alabama
$16.5K -$45.8K -399 -74%
OP
657
ORG Partners
Indiana
$15.1K -$225K -1,959 -94%
TPCW
658
TD Private Client Wealth
New York
$15K
CNBTD
659
Citizens National Bank Trust Department
Mississippi
$14.9K -$2.87K -25 -17%
EFP
660
EnRich Financial Partners
Wisconsin
$14.9K +$14.3K +125 New
RTC
661
Riverview Trust Company
Washington
$14.6K +$14.1K +123 New
NB
662
NBT Bank
New York
$14.5K
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$14.3K -$1.61K -14 -10%
RBC
664
Roble Belko & Company
Pennsylvania
$14K
EWA
665
EverSource Wealth Advisors
Alabama
$13.5K +$2.64K +23 +25%
MCM
666
MV Capital Management
Maryland
$13.1K +$115 +1 +0.9%
WIA
667
Wetzel Investment Advisors
Indiana
$12.9K
VWWMG
668
Vermillion & White Wealth Management Group
Pennsylvania
$12.5K +$115 +1 +1%
LI
669
LRI Investments
Florida
$12.4K +$11.9K +104 New
RA
670
Ransom Advisory
Rhode Island
$11.9K +$11.5K +100 New
LS
671
Livforsakringsbolaget Skandia
Sweden
$11.9K
NECFA
672
New England Capital Financial Advisors
Connecticut
$11.6K -$4.01K -35 -27%
DIP
673
DT Investment Partners
Pennsylvania
$10.9K
SAM
674
Smartleaf Asset Management
Massachusetts
$10.8K +$8.49K +74 +435%
AGWCA
675
Annis Gardner Whiting Capital Advisors
Florida
$10.7K +$115 +1 +1%

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.