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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
SWA
26
SFMG Wealth Advisors
Texas
$148M +$1.07M +7,501 +0.7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$130M +$224K +1,578 +0.2%
Charles Schwab
28
Charles Schwab
California
$128M +$4.23M +29,745 +3%
Goldman Sachs
29
Goldman Sachs
New York
$126M +$15M +105,395 +13%
SAM
30
Silvercrest Asset Management
New York
$115M -$241K -1,696 -0.2%
Amundi
31
Amundi
France
$114M +$2.42M +17,004 +2%
DPIM
32
Duff & Phelps Investment Management
Illinois
$114M -$4.99M -35,081 -4%
Raymond James Financial
33
Raymond James Financial
Florida
$112M +$114M +804,209 New
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$103M -$235K -1,649 -0.2%
Citadel Advisors
35
Citadel Advisors
Florida
$101M +$50.5M +355,031 +95%
UBS Group
36
UBS Group
Switzerland
$96.2M +$5.37M +37,731 +6%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$96.2M +$889K +6,249 +0.9%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$88.3M -$378K -2,658 -0.4%
WHRC
39
W.H. Reaves & Co
New Jersey
$86M +$9.19M +64,602 +12%
SEI Investments
40
SEI Investments
Pennsylvania
$83.6M -$11.9M -83,866 -12%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$80.9M -$711K -5,001 -0.9%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$79.2M -$718K -5,048 -0.9%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$76.9M -$19.3M -135,453 -20%
NP
44
Nilsine Partners
Colorado
$76.4M +$78M +548,289 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$74.1M +$3.33M +23,378 +5%
First Trust Advisors
46
First Trust Advisors
Illinois
$72M -$5.08M -35,685 -6%
JP Morgan Chase
47
JP Morgan Chase
New York
$68.7M -$12.3M -86,597 -15%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$66.9M +$6.4M +45,022 +10%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$65.9M -$2.99M -20,997 -4%
Adage Capital Partners
50
Adage Capital Partners
Massachusetts
$65.5M -$10.9M -76,300 -14%

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.