We are live on ! Find out more
ATO icon

Atmos Energy

629 hedge funds and large institutions have $12.9B invested in Atmos Energy in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 206 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $9.3M | Put options by funds: $3.08M

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

28% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 206

2% more funds holding

Funds holding: 617629 (+12)

1.1% more ownership

Funds ownership: 90.68%91.78% (+1.1%)

8% less capital invested

Capital invested by funds: $14.1B → $12.9B (-$1.15B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
629
Holders Change
+12
Holders Change %
+1.94%
% of All Funds
10.84%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
69
Increased
264
Reduced
206
Closed
52
Calls
$9.3M
Puts
$3.08M
Net Calls
+$6.22M
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84B +$48.4M +422,653 +2%
BlackRock
2
BlackRock
New York
$1.35B -$32.8M -286,247 -2%
State Street
3
State Street
Massachusetts
$1.08B +$18.3M +160,162 +2%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.01B -$7.31M -63,780 -0.6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$759M +$854M +7,450,908 New
Deutsche Bank
6
Deutsche Bank
Germany
$500M -$1.43M -12,497 -0.3%
American Century Companies
7
American Century Companies
Missouri
$339M -$19.3M -168,386 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$300M +$10.3M +90,239 +3%
Invesco
9
Invesco
Georgia
$295M +$4.02M +35,063 +1%
Morgan Stanley
10
Morgan Stanley
New York
$182M +$25.2M +219,895 +14%
Legal & General Group
11
Legal & General Group
United Kingdom
$178M -$24.5M -213,662 -11%
Northern Trust
12
Northern Trust
Illinois
$160M -$3.62M -31,602 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$156M +$3.57M +31,140 +2%
Bank of America
14
Bank of America
North Carolina
$154M +$7.59M +66,244 +5%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$150M +$558K +4,867 +0.3%
ProShare Advisors
16
ProShare Advisors
Maryland
$145M +$851K +7,426 +0.5%
SAM
17
Silvercrest Asset Management
New York
$139M -$2.74M -23,889 -2%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$136M -$26.2M -228,469 -15%
PAMS
19
Pictet Asset Management (Switzerland)
Switzerland
$119M +$1.15M +10,039 +0.9%
Wells Fargo
20
Wells Fargo
California
$117M -$13.6M -118,880 -9%
SWA
21
SFMG Wealth Advisors
Texas
$116M -$647K -5,648 -0.5%
PG
22
Pendal Group
Australia
$115M +$31.5M +275,097 +32%
Charles Schwab
23
Charles Schwab
California
$109M +$2.99M +26,100 +3%
CB
24
Cooke & Bieler
Pennsylvania
$108M -$43.3M -377,991 -26%
DPIM
25
Duff & Phelps Investment Management
Illinois
$107M +$4.24M +36,975 +4%

ATO Hedge Fund Activity: Q3 2022 in Review

629 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2022, worth a combined $12.9B — down 8.2% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ATO positions and 52 closed out — a net gain of 17 holders — while 264 added to existing stakes and 206 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $854M. The largest seller was GQG Partners, cutting an estimated $504M.

  • 629 institutional investors held Atmos Energy (ATO) as of Q3 2022, up from 617 in Q2 2022.
  • Funds reported $12.9B of Atmos Energy stock for Q3 2022, down 8.2% quarter-over-quarter.
  • 69 funds opened new Atmos Energy positions in Q3 2022 and 52 closed out, a net change of +17 holders.
  • The largest Atmos Energy buyer in Q3 2022 was Wellington Management Group, an estimated $854M added.
  • The largest Atmos Energy seller in Q3 2022 was GQG Partners, an estimated $504M sold.

Based on aggregated 13F filings for Q3 2022.