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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
LFA
701
Legend Financial Advisors
Pennsylvania
$4.52K
S
702
Sachetta
Massachusetts
$3.59K
CQS
703
Credential Qtrade Securities
$3.33K
HCP
704
Hexagon Capital Partners
Arkansas
$3.21K -$2.06K -18 -40%
CWC
705
Carolinas Wealth Consulting
North Carolina
$3.17K
TIM
706
Tortoise Investment Management
New York
$3.09K +$344 +3 +13%
CSB
707
City State Bank
Iowa
$3K
TFGT
708
TS Financial Group (TSFG)
Illinois
$3K
GFL
709
Granite FO LLC
New Hampshire
$2.97K +$2.64K +23 New
IFAM
710
Institutional & Family Asset Management
Colorado
$2.38K
FUBT
711
First United Bank & Trust
Maryland
$2.14K
IHWM
712
Iron Horse Wealth Management
Iowa
$2.02K
PVH
713
Psagot Value Holdings
Israel
$2K -$115 -1 -6%
DPW
714
DiNuzzo Private Wealth
Pennsylvania
$1.9K +$115 +1 +7%
SIC
715
SJS Investment Consulting
Ohio
$1.67K
PIM
716
Plato Investment Management
Australia
$1.31K +$1.26K +11 New
DF
717
Dunhill Financial
United Kingdom
$1.24K +$115 +1 +11%
AWM
718
Abound Wealth Management
Tennessee
$1.07K
PCM
719
Penserra Capital Management
California
$1K -$77.5K -676 -98%
AW
720
Avion Wealth
Texas
$1K
CAL
721
Capital Advisors Ltd
Ohio
$1K +$803 +7 New
TWD
722
True Wealth Design
Ohio
$595 +$229 +2 +67%
MA
723
MCF Advisors
Kentucky
$595 +$573 +5 New
HFS
724
Horizon Financial Services
North Carolina
$475 +$459 +4 New
RCM
725
Raleigh Capital Management
North Carolina
$475 +$459 +4 New

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.