We are live on ! Find out more
ATO icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.31B +$14.6M +127,199 +0.7%
BlackRock
2
BlackRock
New York
$1.55B +$27.1M +235,988 +2%
State Street
3
State Street
Massachusetts
$1.24B -$70.3M -613,345 -6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.17B -$17.5M -152,851 -2%
Aristotle Capital Management
5
Aristotle Capital Management
California
$1.02B -$15.5M -134,933 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$430M +$22.2M +193,216 +6%
Deutsche Bank
7
Deutsche Bank
Germany
$367M -$5.7M -49,734 -2%
Invesco
8
Invesco
Georgia
$342M +$93.1M +811,319 +39%
American Century Companies
9
American Century Companies
Missouri
$317M -$48.1M -419,283 -14%
Morgan Stanley
10
Morgan Stanley
New York
$233M -$234M -2,040,553 -51%
Legal & General Group
11
Legal & General Group
United Kingdom
$197M +$2.54M +22,137 +1%
Bank of America
12
Bank of America
North Carolina
$196M +$13.8M +120,451 +8%
ProShare Advisors
13
ProShare Advisors
Maryland
$187M +$9.6M +83,661 +6%
Pictet Asset Management
14
Pictet Asset Management
Switzerland
$183M -$20.3M -176,791 -10%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$182M +$5.29M +46,141 +3%
Northern Trust
16
Northern Trust
Illinois
$175M -$4.9M -42,753 -3%
CB
17
Cooke & Bieler
Pennsylvania
$173M +$12.4M +108,040 +8%
Goldman Sachs
18
Goldman Sachs
New York
$168M +$47M +409,601 +41%
PL
19
Perpetual Ltd
Australia
$168M +$51.2M +446,292 +46%
DZ Bank
20
DZ Bank
Germany
$168M -$9.1M -79,311 -5%
Norges Bank
21
Norges Bank
Norway
$160M +$18.2M +158,938 +13%
Wells Fargo
22
Wells Fargo
California
$157M +$14.8M +129,104 +11%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$147M -$565K -4,929 -0.4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$140M +$11.5M +100,171 +9%
UBS AM
25
UBS AM
Illinois
$126M +$5.68M +49,552 +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.