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.
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: 671 → 666 (-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: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$62.8M |
| 2 |
State Street
Boston,
Massachusetts
|
+$55.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$52.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$44.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$67.6M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
-$43.8M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$40.6M |
| 4 |
Man Group
London,
United Kingdom
|
-$33.6M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$33.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAS
726
Coppell Advisory Solutions
Coppell,
Texas
| – | -$3.7K | -32 | Closed |
|
|
CWA
727
Clearview Wealth Advisors
Salem,
Oregon
| – | -$2.4K | -21 | Closed |
|
728
Twin Tree Management
Dallas,
Texas
| – | -$1.4K | -12 | Closed |
|
|
NRG
729
Nemes Rush Group
Novi,
Michigan
| – | -$931 | -8 | Closed |
|
|
SIA
730
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$1K | -6 | Closed |
|
|
2L
731
25 LLC
St. Louis,
Missouri
| – | -$482 | -4 | Closed |
|
|
TFM
732
TFC Financial Management
Boston,
Massachusetts
| – | -$466 | -4 | Closed |
|
|
UFF
733
USA Financial Formulas
Ada,
Michigan
| – | -$349 | -3 | 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.