We are live on ! Find out more
ATO icon

Atmos Energy

661 hedge funds and large institutions have $14.7B invested in Atmos Energy in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 269 increasing their positions, 198 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $3.26M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

36% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 198

18% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 67

1% more capital invested

Capital invested by funds: $14.6B → $14.7B (+$168M)

0% less funds holding

Funds holding: 662661 (-1)

1.39% less ownership

Funds ownership: 92.81%91.42% (-1.4%)

Holders
661
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
10.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
79
Increased
269
Reduced
198
Closed
67
Calls
$10.6M
Puts
$3.26M
Net Calls
+$7.37M
Net Calls Change
+$321K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.1B +$27.8M +244,156 +1%
BlackRock
2
BlackRock
New York
$1.53B +$104M +912,138 +7%
State Street
3
State Street
Massachusetts
$1.19B -$17.4M -152,994 -1%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.04B -$28.5M -250,457 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$988M +$34.6M +303,965 +4%
Deutsche Bank
6
Deutsche Bank
Germany
$473M -$37.4M -329,045 -7%
American Century Companies
7
American Century Companies
Missouri
$398M +$55.3M +485,903 +16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$346M +$11.5M +100,681 +3%
Invesco
9
Invesco
Georgia
$246M -$51M -448,535 -17%
Morgan Stanley
10
Morgan Stanley
New York
$211M -$6.15M -54,116 -3%
DZ Bank
11
DZ Bank
Germany
$211M +$82.1M +722,209 +63%
Legal & General Group
12
Legal & General Group
United Kingdom
$190M +$1.42M +12,503 +0.7%
Northern Trust
13
Northern Trust
Illinois
$182M +$3.1M +27,295 +2%
ProShare Advisors
14
ProShare Advisors
Maryland
$172M -$12M -105,483 -6%
Bank of America
15
Bank of America
North Carolina
$171M +$5.57M +48,987 +3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$155M +$2.62M +23,066 +2%
SAM
17
Silvercrest Asset Management
New York
$147M -$5.38M -47,268 -3%
PAMS
18
Pictet Asset Management (Switzerland)
Switzerland
$144M +$15.4M +135,235 +12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$143M -$47.7K -419 -0%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$143M +$915K +8,048 +0.6%
Wells Fargo
21
Wells Fargo
California
$134M +$860K +7,565 +0.6%
PL
22
Perpetual Ltd
Australia
$128M +$130M +1,138,669 New
Charles Schwab
23
Charles Schwab
California
$127M +$3.21M +28,267 +3%
SWA
24
SFMG Wealth Advisors
Texas
$125M -$6.67M -58,682 -5%
DPIM
25
Duff & Phelps Investment Management
Illinois
$122M +$2.96M +26,059 +2%

ATO Hedge Fund Activity: Q1 2023 in Review

661 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2023, worth a combined $14.7B — up 1.2% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new ATO positions and 67 closed out — a net gain of 12 holders — while 269 added to existing stakes and 198 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $106M. The largest seller was GQG Partners, cutting an estimated $294M.

  • 661 institutional investors held Atmos Energy (ATO) as of Q1 2023, down from 662 in Q4 2022.
  • Funds reported $14.7B of Atmos Energy stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 79 funds opened new Atmos Energy positions in Q1 2023 and 67 closed out, a net change of +12 holders.
  • The largest Atmos Energy buyer in Q1 2023 was Zimmer Partners, an estimated $106M added.
  • The largest Atmos Energy seller in Q1 2023 was GQG Partners, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2023.