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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
CRM
76
Cramer Rosenthal McGlynn
Connecticut
$30.7M -$3.73M -32,516 -11%
BTW
77
Boston Trust Walden
Massachusetts
$30.4M +$3.58M +31,171 +14%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$30M -$1.79M -15,631 -6%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$29.9M +$1.62M +14,098 +6%
Stifel Financial
80
Stifel Financial
Missouri
$29.8M +$13.4M +116,871 +87%
BG
81
Bahl & Gaynor
Ohio
$29.1M +$1M +8,732 +4%
Royal London Asset Management
82
Royal London Asset Management
United Kingdom
$28.6M +$3M +26,162 +12%
SI
83
Scout Investments
Missouri
$27.2M -$2.85M -24,823 -10%
Chevy Chase Trust
84
Chevy Chase Trust
Maryland
$27.1M +$15M +130,875 +135%
Mitsubishi UFJ Asset Management
85
Mitsubishi UFJ Asset Management
Japan
$26.9M +$4.04M +35,197 +18%
Principal Financial Group
86
Principal Financial Group
Iowa
$25.9M +$854K +7,442 +4%
National Pension Service
87
National Pension Service
South Korea
$25.7M +$993K +8,660 +4%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$25.2M +$3.53M +30,791 +17%
Skandinaviska Enskilda Banken (SEB)
89
Skandinaviska Enskilda Banken (SEB)
Sweden
$24.3M -$289K -2,519 -1%
Public Employees Retirement Association of Colorado
90
Public Employees Retirement Association of Colorado
Colorado
$23.2M +$1.12M +9,788 +5%
Squarepoint
91
Squarepoint
New York
$22.8M -$32.4M -282,164 -59%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$22.3M +$6.87M +59,887 +47%
HAI
93
Hennessy Advisors Inc
California
$21.8M -$1.59M -13,900 -7%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$21.2M +$884K +7,703 +5%
AllianceBernstein
95
AllianceBernstein
Tennessee
$21M -$1.18M -10,260 -5%
Canada Life
96
Canada Life
Manitoba, Canada
$21M +$762K +6,641 +4%
Victory Capital Management
97
Victory Capital Management
Texas
$20.3M +$270K +2,356 +1%
ETC
98
Exchange Traded Concepts
Oklahoma
$20M -$2.36M -20,533 -11%
TIS
99
Tortoise Index Solutions
Kansas
$19.4M -$2.44M -21,300 -12%
Adage Capital Partners
100
Adage Capital Partners
Massachusetts
$17.6M +$9.03M +78,700 +114%

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.