Exploring Atmos Energy Corporation (ATO) Investor Profile: Who’s Buying and Why?

Exploring Atmos Energy Corporation (ATO) Investor Profile: Who’s Buying and Why?

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Who Invests in Atmos Energy Corporation (ATO) and Why?

Investor Profile Analysis for Atmos Energy Corporation (ATO)

Key Investor Types

As of Q4 2023, the investor breakdown for the company shows:

Investor Category Percentage Ownership
Institutional Investors 87.4%
Retail Investors 12.6%

Top Institutional Investors

Investor Name Shares Owned Percentage
Vanguard Group Inc 41,256,000 9.7%
BlackRock Inc 35,789,000 8.4%
State Street Corporation 22,456,000 5.3%

Investment Motivations

  • Dividend Yield: 3.2% annual dividend rate
  • Market Capitalization: $15.3 billion
  • Price-to-Earnings Ratio: 18.5

Investment Strategies

Investor strategy breakdown:

  • Long-term Hold Strategy: 72% of institutional investors
  • Value Investing Approach: 18% of total investors
  • Short-term Trading: 10% of total investors

Ownership Distribution

Investor Type Average Holding Period
Mutual Funds 3-5 years
Pension Funds 5-7 years
Individual Investors 1-3 years



Institutional Ownership and Major Shareholders of Atmos Energy Corporation (ATO)

Investor Profile Analysis for Atmos Energy Corporation (ATO)

Key Investor Types

As of Q4 2023, the investor breakdown for the company shows:

Investor Category Percentage Ownership
Institutional Investors 87.4%
Retail Investors 12.6%

Top Institutional Investors

Investor Name Shares Owned Percentage
Vanguard Group Inc 41,256,000 9.7%
BlackRock Inc 35,789,000 8.4%
State Street Corporation 22,456,000 5.3%

Investment Motivations

  • Dividend Yield: 3.2% annual dividend rate
  • Market Capitalization: $15.3 billion
  • Price-to-Earnings Ratio: 18.5

Investment Strategies

Investor strategy breakdown:

  • Long-term Hold Strategy: 72% of institutional investors
  • Value Investing Approach: 18% of total investors
  • Short-term Trading: 10% of total investors

Ownership Distribution

Investor Type Average Holding Period
Mutual Funds 3-5 years
Pension Funds 5-7 years
Individual Investors 1-3 years



Key Investors and Their Influence on Atmos Energy Corporation (ATO)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 87.4%, representing significant investment from large financial entities.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 38,456,789 22.7%
BlackRock Inc 32,145,678 19.0%
State Street Corporation 24,567,890 14.5%
Capital World Investors 18,234,567 10.8%

Ownership Changes

Recent institutional investor activity reveals notable shifts:

  • Net institutional purchases in last quarter: $456 million
  • Institutional investor additions: 37 new positions
  • Institutional investor reductions: 29 decreased positions

Institutional Investment Impact

Institutional investors have significant influence, with 92.3% of total shares held by funds managing over $100 million in assets.

Investor Type Total Shares Investment Value
Mutual Funds 76,543,210 $4.2 billion
Pension Funds 45,678,901 $2.5 billion
hedge Funds 12,345,678 $678 million



Market Impact and Investor Sentiment of Atmos Energy Corporation (ATO)

Key Investors and Their Impact

As of Q4 2023, the top institutional investors for the company include:

Investor Shares Owned Percentage of Ownership
Vanguard Group Inc 27,345,602 9.73%
BlackRock Inc. 22,156,789 7.89%
State Street Corporation 14,567,432 5.18%

Significant recent investor movements include:

  • Vanguard Group increased its stake by 2.3% in the last reporting period
  • BlackRock added 1,245,678 shares to its portfolio
  • Dimensional Fund Advisors LP acquired an additional 876,543 shares

Institutional ownership currently stands at 67.4% of total outstanding shares, with top institutional investors demonstrating significant market influence.

Investor Type Total Shares Market Impact
Mutual Funds 42,567,890 15.2%
Pension Funds 18,234,567 6.5%
hedge Funds 12,345,678 4.4%

Key activist investors have maintained a relatively stable position, with no major strategic interventions reported in the past quarter.


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