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Atmos Energy
ATO

Overview Fund Activity

852 hedge funds and large institutions have $24.2B invested in Atmos Energy in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 345 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+44
Holders Change %
+5.45%
% of All Funds
11.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
117
Increased
345
Reduced
257
Closed
59
Calls
$21M
Puts
$27.5M
Net Calls
-$6.47M
Net Calls Change
-$18.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$248M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$65.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$45.6M
4
CGPCS
Capital Group Private Client Services
California
+$45.6M
5
UBS AM
UBS AM
Illinois
+$39.8M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$166M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$103M
4
Citadel Advisors
Citadel Advisors
Florida
-$57.1M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
626
Cigna Investments
Connecticut
$242K – – –
Envestnet Portfolio Solutions
627
Envestnet Portfolio Solutions
Illinois
$241K -$361K -2,335 -60%
LDB
628
Lee, Danner & Bass
Tennessee
$240K – – –
BC
629
Burney Company
Virginia
$240K -$29.4K -190 -11%
AIP
630
Almanack Investment Partners
Pennsylvania
$237K +$237K +1,536 New
LFAS
631
Level Four Advisory Services
Texas
$237K +$4.48K +29 +2%
KNW
632
Kesler Norman & Wride
Utah
$236K -$122K -787 -34%
BCM
633
Birch Capital Management
Texas
$235K – – –
TCM
634
Traynor Capital Management
Pennsylvania
$232K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
635
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$230K +$230K +1,487 New
CIG
636
Cullen Investment Group
Louisiana
$229K +$1.24K +8 +0.5%
WEG
637
World Equity Group
Illinois
$228K +$228K +1,493 New
WIA
638
World Investment Advisors
California
$228K +$228K +1,476 New
Empower Advisory Group
639
Empower Advisory Group
Colorado
$226K +$309 +2 +0.1%
SC
640
SouthState Corp
Florida
$224K +$10.4K +67 +5%
SWA
641
Stratos Wealth Advisors
Ohio
$224K +$309 +2 +0.1%
SGK
642
Steigerwald Gordon & Koch
Virginia
$224K +$224K +1,446 New
VAS
643
Vestmark Advisory Solutions
Massachusetts
$223K +$223K +1,445 New
BAM
644
Belpointe Asset Management
Nevada
$223K +$223K +1,444 New
TCBWMS
645
Texas Capital Bank Wealth Management Services
Texas
$221K +$221K +1,427 New
APP
646
Avantax Planning Partners
Iowa
$220K +$220K +1,420 New
TPI
647
Trust Point Inc
Wisconsin
$219K -$178K -1,150 -45%
SLC
648
Second Line Capital
Louisiana
$217K +$217K +1,403 New
TI
649
Tidal Investments
Wisconsin
$216K -$1.36M -8,770 -86%
FEM
650
Fulcrum Equity Management
Texas
$215K +$215K +1,393 New
24 25
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