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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
FWM
776
Focused Wealth Management
New York
-$78.3K -676 Closed
Bank Julius Baer & Co
777
Bank Julius Baer & Co
Switzerland
-$59.1K -510 Closed
CWP
778
Concord Wealth Partners
Virginia
-$58K -500 Closed
GWS
779
Glassman Wealth Services
Virginia
-$28.5K -246 Closed
GAMC
780
Garner Asset Management Corp
Texas
-$22.5K -200 Closed
PCA
781
Providence Capital Advisors
North Carolina
-$23.2K -200 Closed
RMC
782
Resources Management Corp
Connecticut
-$23K -200 Closed
Loomis, Sayles & Company
783
Loomis, Sayles & Company
Massachusetts
-$18K -153 Closed
TCWA
784
Turtle Creek Wealth Advisors
Texas
-$10.3K -89 Closed
GKIM
785
GW&K Investment Management
Massachusetts
-$6.08K -53 -93%
TVAMP
786
Tennessee Valley Asset Management Partners
Tennessee
-$3.94K -34 Closed
PGAM
787
Princeton Global Asset Management
New Jersey
-$3.13K -27 Closed
HBW
788
Hazlett, Burt & Watson
West Virginia
-$2K -20 Closed
LA
789
LM Advisors
California
-$2.25K -19 Closed
RIL
790
Rothschild Investment LLC
Illinois
-$1.74K -15 Closed
EC
791
EdgeRock Capital
Colorado
-$1.36K -12 Closed
TWP
792
TFO Wealth Partners
Ohio
-$695 -6 Closed
WPA
793
West Paces Advisors
Georgia
-$695 -6 Closed
PWMG
794
Prestige Wealth Management Group
New Jersey
-$580 -5 Closed

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.