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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
IWC
501
Integrated Wealth Concepts
Massachusetts
$398K +$79.7K +560 +24%
BHWM
502
Beaird Harris Wealth Management
Texas
$397K +$20.8K +146 +5%
MIM
503
Morningstar Investment Management
Illinois
$396K
CFO
504
Callan Family Office
Pennsylvania
$393K +$402K +2,824 New
MP
505
McDonald Partners
Ohio
$393K -$996 -7 -0.2%
SHFA
506
SC&H Financial Advisors
Maryland
$393K
DWT
507
Dorsey & Whitney Trust
South Dakota
$393K +$4.13K +29 +1%
PCS
508
Personal CFO Solutions
New Jersey
$380K +$2.56K +18 +0.7%
CG
509
Caprock Group
Idaho
$379K -$32.6K -229 -8%
ET
510
Equitable Trust
Tennessee
$376K
BPA
511
Beacon Pointe Advisors
California
$376K -$11K -77 -3%
MWM
512
MGB Wealth Management
Texas
$375K +$27.6K +194 +8%
SAM
513
Strategy Asset Managers
California
$372K -$284 -2 -0.1%
FPGT
514
Financial Partners Group (Tennessee)
Tennessee
$372K +$284 +2 +0.1%
BBA
515
BLB&B Advisors
Pennsylvania
$372K -$34.1K -240 -8%
CC
516
Centiva Capital
New York
$363K +$371K +2,609 New
KIM
517
Kestra Investment Management
Texas
$362K +$55K +387 +18%
FGP
518
Freestone Grove Partners
California
$359K +$367K +2,577 New
PWG
519
Portside Wealth Group
Utah
$359K +$22.6K +159 +7%
TPI
520
Trust Point Inc
Wisconsin
$358K +$11.4K +80 +3%
WAM
521
Walker Asset Management
Missouri
$355K +$2.13K +15 +0.6%
WSFS
522
Wilmington Savings Fund Society
Delaware
$354K -$91.8K -645 -20%
PI
523
PFG Investments
New York
$353K +$92.9K +653 +35%
MNBTD
524
Moody National Bank Trust Division
Texas
$352K +$4.41K +31 +1%
GT
525
Greenleaf Trust
Michigan
$352K +$12.2K +86 +4%