We are live on ! Find out more
ATO icon

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
CAS
701
CTC Alternative Strategies
Illinois
-$244K -2,100 Closed
PSP
702
Principal Street Partners
Tennessee
-$236K -2,026 Closed
CA
703
Calton & Associates
Florida
-$232K -1,991 Closed
OFG
704
Oxford Financial Group
Indiana
-$220K -1,892 Closed
T
705
TRUADVICE
Florida
-$216K -1,850 Closed
ET
706
Equitable Trust
Tennessee
-$215K -1,846 Closed
CPIA
707
Cornell Pochily Investment Advisors
New York
-$209K -1,800 Closed
CCIA
708
Campbell & Co Investment Adviser
Maryland
-$209K -1,797 Closed
SWM
709
Scissortail Wealth Management
Oklahoma
-$216K -1,780 Closed
KLI
710
Kelman-Lazarov Inc
Tennessee
-$205K -1,765 Closed
BFW
711
Brady Family Wealth
Missouri
-$205K -1,764 Closed
QT
712
Quantamental Technologies
New York
-$203K -1,745 Closed
BC
713
Burney Company
Virginia
-$202K -1,740 Closed
IGWM
714
ICA Group Wealth Management
Colorado
-$159K -1,363 Closed
CMBA
715
C.M. Bidwell & Associates
Hawaii
-$130K -1,119 Closed
AP
716
Arlington Partners
Alabama
-$103K -886 Closed
First Manhattan
717
First Manhattan
New York
-$25.1K -216 Closed
DI
718
Disciplined Investments
Oklahoma
-$24.8K -213 Closed
SSG
719
Summit Securities Group
New York
-$22K -188 Closed
IPW
720
Impact Partnership Wealth
Georgia
-$16.3K -140 Closed
QL
721
Quarry LP
New York
-$12K -103 Closed
CFO
722
CVA Family Office
Colorado
-$9.31K -80 Closed
WAM
723
Worth Asset Management
Texas
-$8.14K -70 Closed
WPA
724
West Paces Advisors
Georgia
-$5.7K -49 Closed
CAL
725
Capital Advisors Ltd
Ohio
-$4K -38 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.