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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
KPWS
451
Kestra Private Wealth Services
Texas
$551K +$268K +1,886 +91%
SIA
452
Strategic Investment Advisors
Michigan
$546K +$84.4K +593 +18%
Envestnet Portfolio Solutions
453
Envestnet Portfolio Solutions
Illinois
$542K -$13.9K -98 -2%
WI
454
Wahed Invest
New York
$539K +$30.7K +216 +6%
WAM
455
Weiss Asset Management
Massachusetts
$538K +$550K +3,864 New
CCM
456
Coldstream Capital Management
Washington
$538K +$20.8K +146 +4%
EA
457
Everpar Advisors
Oklahoma
$535K +$33.4K +235 +7%
LFG
458
Larson Financial Group
Missouri
$522K +$56.6K +398 +12%
ClearBridge Investments
459
ClearBridge Investments
New York
$522K
NHT
460
New Hampshire Trust
New Hampshire
$521K -$15.6K -110 -3%
AIA
461
Angeles Investment Advisors
California
$510K
GXJ
462
Global X Japan
Japan
$508K +$42K +295 +9%
ACM
463
Allred Capital Management
Texas
$499K
Northwestern Mutual Wealth Management
464
Northwestern Mutual Wealth Management
Wisconsin
$496K +$62.2K +437 +14%
Capstone Investment Advisors
465
Capstone Investment Advisors
New York
$490K +$118K +832 +31%
DC
466
Davenport & Co
Virginia
$486K +$1.85K +13 +0.4%
MAS
467
Meeder Advisory Services
Ohio
$482K -$5.55K -39 -1%
MCM
468
Mainstay Capital Management
Michigan
$481K
BCWM
469
Bartlett & Co Wealth Management
Ohio
$481K
PTC
470
Petrus Trust Company
Texas
$479K
TA
471
Tectonic Advisors
Texas
$478K -$47.7K -335 -9%
CCG
472
Cypress Capital Group
Florida
$477K -$249K -1,747 -34%
MMPW
473
Mitchell McLeod Pugh & Williams
Alabama
$476K
FBB
474
Fulton Breakefield Broenniman
Maryland
$475K +$27.6K +194 +6%
GAM
475
Gotham Asset Management
New York
$474K -$38.5K -271 -7%