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Atmos Energy

816 hedge funds and large institutions have $21.8B invested in Atmos Energy in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 309 increasing their positions, 254 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 46

57% more call options, than puts

Call options by funds: $32.3M | Put options by funds: $20.6M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 254

8% more funds holding

Funds holding: 754816 (+62)

3.83% more ownership

Funds ownership: 96.89%100.72% (+3.8%)

5% more capital invested

Capital invested by funds: $20.8B → $21.8B (+$958M)

Holders
816
Holders Change
+62
Holders Change %
+8.22%
% of All Funds
10.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
118
Increased
309
Reduced
254
Closed
46
Calls
$32.3M
Puts
$20.6M
Net Calls
+$11.7M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
AGP Franklin
Tennessee
$1.37M +$1.4M +9,822 New
Wealth Enhancement Advisory Services
327
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$42.5K -299 -3%
AAM
328
Advisors Asset Management
Colorado
$1.35M -$185K -1,303 -12%
GF
329
Gries Financial
Ohio
$1.35M -$62.7K -441 -4%
HIMCH
330
Hartford Investment Management Co (HIMCO)
Connecticut
$1.34M -$26.5K -186 -2%
FIM
331
Fruth Investment Management
Texas
$1.34M
GIBU
332
Gulf International Bank (UK)
United Kingdom
$1.34M -$15.8K -111 -1%
IBOK
333
Independence Bank of Kentucky
Kentucky
$1.33M +$7.82K +55 +0.6%
IA
334
Icon Advisers
Colorado
$1.32M -$356K -2,500 -21%
PAG
335
Private Advisor Group
New Jersey
$1.32M -$6.12K -43 -0.5%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$1.31M +$151K +1,062 +13%
WANY
337
Wealthspire Advisors (New York)
New York
$1.31M +$4.27K +30 +0.3%
DFA
338
Delta Financial Advisors
Louisiana
$1.3M +$2.13K +15 +0.2%
TSMHT
339
Thurston Springer Miller Herd & Titak
Indiana
$1.3M +$418K +2,938 +46%
WP
340
Woodline Partners
California
$1.3M +$1.33M +9,322 New
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$1.3M +$176K +1,238 +15%
LA
342
LBP AM
France
$1.28M +$346K +2,429 +36%
SCM
343
Sterling Capital Management
North Carolina
$1.28M +$128K +903 +11%
C
344
Croban
Ohio
$1.28M +$1.31M +9,183 New
KeyBank National Association
345
KeyBank National Association
Ohio
$1.28M +$56K +394 +4%
CWM
346
Congress Wealth Management
Massachusetts
$1.27M +$161K +1,130 +14%
TRCT
347
Tower Research Capital (TRC)
New York
$1.25M +$17.6K +124 +1%
ANTB
348
AMG National Trust Bank
Colorado
$1.24M
MC
349
Machina Capital
France
$1.24M +$1.26M +8,872 New
JCM
350
Jacobi Capital Management
Pennsylvania
$1.18M -$12.5K -88 -1%

ATO Hedge Fund Activity: Q4 2024 in Review

816 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2024, worth a combined $21.8B — up 4.6% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ATO positions and 46 closed out — a net gain of 72 holders — while 309 added to existing stakes and 254 trimmed.

The largest buyer was Capital International Investors, adding an estimated $789M. The largest seller was Cohen & Steers, cutting an estimated $153M.

  • 816 institutional investors held Atmos Energy (ATO) as of Q4 2024, up from 754 in Q3 2024.
  • Funds reported $21.8B of Atmos Energy stock for Q4 2024, up 4.6% quarter-over-quarter.
  • 118 funds opened new Atmos Energy positions in Q4 2024 and 46 closed out, a net change of +72 holders.
  • The largest Atmos Energy buyer in Q4 2024 was Capital International Investors, an estimated $789M added.
  • The largest Atmos Energy seller in Q4 2024 was Cohen & Steers, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2024.