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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
LPL Financial
151
LPL Financial
California
$8.14M -$325K -2,830 -4%
Cerity Partners
152
Cerity Partners
New York
$8.09M +$7.03M +61,300 +904%
MCM
153
Mattern Capital Management
Colorado
$7.92M +$523K +4,563 +7%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$7.89M +$27.4K +239 +0.4%
CIBC Asset Management
155
CIBC Asset Management
Ontario, Canada
$7.59M +$93.9K +819 +1%
HighTower Advisors
156
HighTower Advisors
Illinois
$7.52M +$37.6K +328 +0.5%
MSV
157
MN Services Vermogensbeheer
Netherlands
$7.25M -$596K -5,200 -8%
RAM
158
Resona Asset Management
Japan
$6.9M +$6.66M +58,088 New
Robeco Institutional Asset Management
159
Robeco Institutional Asset Management
Netherlands
$6.69M -$1.9M -16,536 -23%
Fuller & Thaler Asset Management
160
Fuller & Thaler Asset Management
California
$6.69M +$733K +6,394 +13%
Toronto Dominion Bank
161
Toronto Dominion Bank
Ontario, Canada
$6.65M -$4.16M -36,249 -39%
State of New Jersey Common Pension Fund D
162
State of New Jersey Common Pension Fund D
New Jersey
$6.64M -$1.15M -10,016 -15%
FAF
163
Första AP-fonden
Sweden
$6.47M +$1.38M +12,000 +28%
TA
164
TruWealth Advisors
Louisiana
$6.38M +$5.88M +51,291 +2,144%
PI
165
PGGM Investments
Netherlands
$6.11M +$75K +654 +1%
Franklin Resources
166
Franklin Resources
California
$6.08M -$2.49M -21,738 -30%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$5.92M -$54.9M -478,924 -91%
AAS
168
Avantax Advisory Services
Texas
$5.91M +$688 +6 +0%
SOMRS
169
State of Michigan Retirement System
Michigan
$5.79M +$80.3K +700 +1%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$5.69M -$2.02M -17,606 -27%
II
171
IFM Investors
Australia
$5.69M +$116K +1,008 +2%
DekaBank Deutsche Girozentrale
172
DekaBank Deutsche Girozentrale
Germany
$5.56M -$26.7K -233 -0.5%
SG
173
Sienna Gestion
France
$5.44M +$5.25M +45,772 New
CT
174
Cambridge Trust
Massachusetts
$5.37M -$64K -558 -1%
Comerica Bank
175
Comerica Bank
Texas
$5.22M -$292K -2,547 -5%

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.