We are live on ! Find out more
ATO icon

Atmos Energy

666 hedge funds and large institutions have $14.4B invested in Atmos Energy in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 218 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more call options, than puts

Call options by funds: $18M | Put options by funds: $3.52M

20% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 218

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

1% less funds holding

Funds holding: 671666 (-5)

2.67% less ownership

Funds ownership: 93.94%91.26% (-2.7%)

9% less capital invested

Capital invested by funds: $15.8B → $14.4B (-$1.41B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
666
Holders Change
-5
Holders Change %
-0.75%
% of All Funds
10.57%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
70
Increased
262
Reduced
218
Closed
67
Calls
$18M
Puts
$3.52M
Net Calls
+$14.5M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.05B +$62.8M +538,578 +3%
BlackRock
2
BlackRock
New York
$1.92B +$11.3M +96,989 +0.5%
State Street
3
State Street
Massachusetts
$1.18B +$55.7M +477,137 +4%
Aristotle Capital Management
4
Aristotle Capital Management
California
$954M -$15.1M -129,644 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$952M +$52.8M +452,247 +5%
American Century Companies
6
American Century Companies
Missouri
$360M -$33.5M -287,261 -8%
Deutsche Bank
7
Deutsche Bank
Germany
$359M -$67.6M -579,644 -15%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$354M +$17M +145,413 +5%
Invesco
9
Invesco
Georgia
$212M +$2.91M +24,962 +1%
Morgan Stanley
10
Morgan Stanley
New York
$204M +$7.26M +62,210 +3%
Legal & General Group
11
Legal & General Group
United Kingdom
$172M -$3.09M -26,471 -2%
Northern Trust
12
Northern Trust
Illinois
$168M +$6.88M +58,966 +4%
ProShare Advisors
13
ProShare Advisors
Maryland
$159M -$2.34M -20,071 -1%
DZ Bank
14
DZ Bank
Germany
$152M -$25.6M -219,197 -13%
Bank of America
15
Bank of America
North Carolina
$142M -$1.12M -9,584 -0.7%
CB
16
Cooke & Bieler
Pennsylvania
$135M +$32.4M +277,507 +28%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$133M -$2.45M -21,010 -2%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$132M -$2.21M -18,930 -1%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$131M -$5.38M -46,093 -4%
Wells Fargo
20
Wells Fargo
California
$128M -$1.45M -12,427 -1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$126M +$44.6M +382,167 +47%
Pictet Asset Management
22
Pictet Asset Management
Switzerland
$118M +$130M +1,113,259 New
PL
23
Perpetual Ltd
Australia
$117M -$7.57M -64,866 -6%
SAM
24
Silvercrest Asset Management
New York
$115M -$25.5M -218,452 -17%
SWA
25
SFMG Wealth Advisors
Texas
$115M -$2.1M -17,972 -2%

ATO Hedge Fund Activity: Q3 2023 in Review

666 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2023, worth a combined $14.4B — down 8.9% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ATO positions and 67 closed out — a net gain of 3 holders — while 262 added to existing stakes and 218 trimmed.

The largest buyer was Vanguard Group, adding an estimated $62.8M. The largest seller was Deutsche Bank, cutting an estimated $67.6M.

  • 666 institutional investors held Atmos Energy (ATO) as of Q3 2023, down from 671 in Q2 2023.
  • Funds reported $14.4B of Atmos Energy stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 70 funds opened new Atmos Energy positions in Q3 2023 and 67 closed out, a net change of +3 holders.
  • The largest Atmos Energy buyer in Q3 2023 was Vanguard Group, an estimated $62.8M added.
  • The largest Atmos Energy seller in Q3 2023 was Deutsche Bank, an estimated $67.6M sold.

Based on aggregated 13F filings for Q3 2023.