Atmos Energy
721 hedge funds and large institutions have $16B invested in Atmos Energy in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 252 increasing their positions, 249 reducing their positions, and 54 closing their positions.
545% more call options, than puts
Call options by funds: $16.8M | Put options by funds: $2.61M
119% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 54
11% more capital invested
Capital invested by funds: $14.4B → $16B (+$1.62B)
8% more funds holding
Funds holding: 666 → 721 (+55)
1.65% more ownership
Funds ownership: 91.26% → 92.92% (+1.7%)
1% more repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 249
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$232M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$116M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$84.2M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
+$67.6M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$49.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$587M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$34.8M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
-$28.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$27.2M |
| 5 |
Bank of New York Mellon
New York
|
-$25.4M |
ATO Hedge Fund Activity: Q4 2023 in Review
721 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2023, worth a combined $16B — up 11% from $14.4B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new ATO positions and 54 closed out — a net gain of 64 holders — while 252 added to existing stakes and 249 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $232M. The largest seller was BlackRock, cutting an estimated $587M.
- 721 institutional investors held Atmos Energy (ATO) as of Q4 2023, up from 666 in Q3 2023.
- Funds reported $16B of Atmos Energy stock for Q4 2023, up 11% quarter-over-quarter.
- 118 funds opened new Atmos Energy positions in Q4 2023 and 54 closed out, a net change of +64 holders.
- The largest Atmos Energy buyer in Q4 2023 was Morgan Stanley, an estimated $232M added.
- The largest Atmos Energy seller in Q4 2023 was BlackRock, an estimated $587M sold.
Based on aggregated 13F filings for Q4 2023.