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Atmos Energy

754 hedge funds and large institutions have $20.8B invested in Atmos Energy in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 274 increasing their positions, 265 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

932% more call options, than puts

Call options by funds: $26.1M | Put options by funds: $2.53M

55% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 55

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more capital invested

Capital invested by funds: $16.7B → $20.8B (+$4.13B)

3% more funds holding

Funds holding: 733754 (+21)

1.92% more ownership

Funds ownership: 94.97%96.89% (+1.9%)

3% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 265

Holders
754
Holders Change
+21
Holders Change %
+2.86%
% of All Funds
10.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
85
Increased
274
Reduced
265
Closed
55
Calls
$26.1M
Puts
$2.53M
Net Calls
+$23.6M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
SFMG Wealth Advisors
Texas
$146M -$966K -7,516 -0.7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$129M -$2.13M -16,570 -2%
Charles Schwab
28
Charles Schwab
California
$123M +$4.44M +34,555 +4%
DPIM
29
Duff & Phelps Investment Management
Illinois
$119M -$8.6M -66,902 -7%
SAM
30
Silvercrest Asset Management
New York
$115M -$4.71M -36,675 -4%
Amundi
31
Amundi
France
$111M +$8.49M +66,049 +9%
Goldman Sachs
32
Goldman Sachs
New York
$111M -$83.1M -646,805 -45%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$103M +$4.23M +32,954 +5%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$95.4M -$5.53M -43,081 -6%
SEI Investments
35
SEI Investments
Pennsylvania
$94.9M +$8.85M +68,862 +11%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$94.9M -$7.18M -55,870 -8%
UBS Group
37
UBS Group
Switzerland
$90.6M +$21.3M +166,032 +34%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$88.3M +$1.76M +13,714 +2%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$81.2M +$3.21M +24,954 +4%
CIMLRA
40
CBRE Investment Management Listed Real Assets
Pennsylvania
$80.6M -$1.6M -12,456 -2%
JP Morgan Chase
41
JP Morgan Chase
New York
$80.5M -$36.1M -280,989 -33%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$79.6M +$710K +5,530 +1%
Barclays
43
Barclays
United Kingdom
$77.8M +$9.38M +73,007 +15%
WHRC
44
W.H. Reaves & Co
New Jersey
$76.7M +$808K +6,289 +1%
First Trust Advisors
45
First Trust Advisors
Illinois
$76.6M -$192K -1,497 -0.3%
Adage Capital Partners
46
Adage Capital Partners
Massachusetts
$75.8M +$19.5M +151,600 +38%
EIP
47
Energy Income Partners
Connecticut
$72.5M -$25.1M -195,100 -27%
RJA
48
Raymond James & Associates
Florida
$71.4M +$1.53M +11,878 +2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$70.5M -$59.4M -462,349 -48%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$68M +$1.03K +8 +0%