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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
VAS
676
Vestmark Advisory Solutions
Massachusetts
-$1.21M -10,403 Closed
SBH
677
Segall Bryant & Hamill
Illinois
-$1.12M -9,654 Closed
SLA
678
Silver Lake Advisory
Utah
-$890K -7,648 Closed
GCM
679
Graham Capital Management
Connecticut
-$761K -6,538 Closed
FDS
680
First Dallas Securities
Texas
-$737K -6,331 Closed
BRWA
681
B. Riley Wealth Advisors
Florida
-$708K -6,085 Closed
V
682
Veritable
Delaware
-$683K -5,870 Closed
CIM
683
Chiron Investment Management
New York
-$672K -5,777 Closed
CC
684
Cipher Capital
New York
-$613K -5,265 Closed
BA
685
Bridgewater Associates
Connecticut
-$563K -4,840 Closed
SEC
686
Seven Eight Capital
New York
-$548K -4,708 Closed
JFG
687
Jefferies Financial Group
New York
-$535K -4,598 Closed
Voloridge Investment Management
688
Voloridge Investment Management
Florida
-$507K -4,354 Closed
WorldQuant Millennium Advisors
689
WorldQuant Millennium Advisors
New York
-$463K -3,978 Closed
I
690
InceptionR
California
-$429K -3,688 Closed
BTWM
691
Baker Tilly Wealth Management
Wisconsin
-$414K -3,559 Closed
DF
692
Donoghue Forlines
Massachusetts
-$387K -3,327 Closed
NICM
693
Neo Ivy Capital Management
New York
-$359K -3,087 Closed
TSS
694
Two Sigma Securities
New York
-$354K -3,047 Closed
ST
695
Sabal Trust
Florida
-$348K -2,993 Closed
JIP
696
Jaffetilchin Investment Partners
Florida
-$320K -2,752 Closed
BAM
697
Belpointe Asset Management
Nevada
-$296K -2,546 Closed
CG
698
Caprock Group
Idaho
-$293K -2,518 Closed
CW
699
CreativeOne Wealth
Kansas
-$292K -2,512 Closed
FA
700
FDx Advisors
Illinois
-$265K -2,282 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.