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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
HIA
676
Harbor Investment Advisory
Maryland
$10.2K
CFO
677
CVA Family Office
Colorado
$9.51K
KFI
678
Key Financial Inc
Pennsylvania
$8.8K
BIA
679
Bell Investment Advisors
California
$8.2K +$459 +4 +6%
JWA
680
JFS Wealth Advisors
Pennsylvania
$8.08K
CMP
681
Coston McIsaac & Partners
Maine
$8K -$2.64K -23 -24%
FMP
682
Financial Management Professionals
Texas
$8K -$1.38K -12 -15%
CAL
683
Capital Analysts LLC
Pennsylvania
$8K
HFM
684
Harvest Fund Management
China
$8K
AF
685
Advisornet Financial
Minnesota
$7.84K +$4.01K +35 +113%
FGAM
686
Financial Gravity Asset Management
Texas
$7.67K -$8.14K -71 -53%
CA
687
Continuum Advisory
Idaho
$7.54K -$220K -1,919 -97%
GEA
688
Glen Eagle Advisors
New Jersey
$6.81K
SIS
689
Sound Income Strategies
Florida
$6.54K
CP
690
Castleview Partners
Texas
$6.06K +$2.52K +22 +76%
AWM
691
Atticus Wealth Management
Florida
$5.94K
TFIPS
692
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.94K
MA
693
Montag & Associates
Georgia
$5.83K
NSIM
694
North Star Investment Management
Illinois
$5.71K
PWMG
695
Private Wealth Management Group
New Jersey
$5.71K
FCA
696
FinTrust Capital Advisors
South Carolina
$5.59K
RTL
697
Red Tortoise LLC
Georgia
$5.47K
AAP
698
Arax Advisory Partners
Colorado
$5.35K +$1.15K +10 +29%
BCMLT
699
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.75K -$5.74K -50 -56%
CFGS
700
Concourse Financial Group Securities
Alabama
$4.75K

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.