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Atlas Energy Solutions
AESI

120 hedge funds and large institutions have $597M invested in Atlas Energy Solutions in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

32% more capital invested

Capital invested by funds: $453M → $597M (+$145M)

0.93% less ownership

Funds ownership: 35.62% → 34.69% (-0.93%)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

2% less funds holding

Funds holding: 123 → 120 (-3)

73% less call options, than puts

Call options by funds: $4.35M | Put options by funds: $16.2M

Holders
120
Holders Change
-3
Holders Change %
-2.44%
% of All Funds
1.75%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
34
Increased
46
Reduced
26
Closed
36
Calls
$4.35M
Puts
$16.2M
Net Calls
-$11.9M
Net Calls Change
-$11M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$54.3M
2
VWM
Venturi Wealth Management
Texas
+$29.9M
3
SDJVC
St. Denis J. Villere & Co
Louisiana
+$24.1M
4
MWA
Meridian Wealth Advisors
Texas
+$23.3M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$20.4M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$13.3M
2
Marshall Wace
Marshall Wace
United Kingdom
-$4.19M
3
EGI
EAM Global Investors
California
-$3.36M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$2.73M
5
EI
EAM Investors
California
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
26
Hodges Capital Management
Texas
$4.93M +$3.35M +182,100 +175%
Two Sigma Investments
27
Two Sigma Investments
New York
$4.31M -$122K -6,643 -3%
Morgan Stanley
28
Morgan Stanley
New York
$3.95M -$12.5K -681 -0.3%
Northern Trust
29
Northern Trust
Illinois
$3.8M +$1.34M +72,547 +49%
Bank of America
30
Bank of America
North Carolina
$3.77M -$1.05M -57,120 -21%
Millennium Management
31
Millennium Management
New York
$3.49M +$3.01M +163,816 +420%
KTA
32
Keeley-Teton Advisors
Illinois
$3.36M +$1.07M +58,004 +42%
GCM
33
Ghisallo Capital Management
Massachusetts
$3.27M – – –
Two Sigma Advisers
34
Two Sigma Advisers
New York
$3.18M +$1.29M +70,300 +62%
IC
35
IEQ Capital
California
$2.79M +$2.75M +149,699 +1,236%
AAM
36
Austin Asset Management
Texas
$2.71M +$2.89M +157,243 New
AP
37
Americana Partners
Texas
$2.58M +$2.76M +149,989 New
Alyeska Investment Group
38
Alyeska Investment Group
Illinois
$2.49M -$662K -35,980 -20%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$2.44M +$2.61M +141,817 New
BCM
40
Beck Capital Management
Texas
$2.33M -$93.5K -5,083 -4%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$2.22M +$1.35M +73,202 +132%
FSCM
42
First Sabrepoint Capital Management
Texas
$2.18M +$2.33M +126,415 New
Ameriprise
43
Ameriprise
Minnesota
$1.66M -$13.3M -720,933 -88%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$1.52M -$903K -49,062 -36%
PVM
45
Palogic Value Management
Texas
$1.46M +$1.56M +85,000 New
CAN
46
Cetera Advisor Networks
California
$1.45M +$1.55M +84,146 New
AI
47
Atom Investors
Texas
$1.34M +$1.43M +77,826 New
UBS Group
48
UBS Group
Switzerland
$1.23M +$1.31M +71,320 +48,189%
JF
49
Jump Financial
Illinois
$1.16M +$1.24M +67,537 New
ECG
50
Edge Capital Group
Georgia
$1.15M +$984K +53,459 +405%
1
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AESI Hedge Fund Activity: Q4 2023 in Review

120 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Atlas Energy Solutions (AESI) for Q4 2023, worth a combined $597M — up 32% from $453M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of AESI and 34 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 46 added.

The largest buyer was Vanguard Group, adding an estimated $54.3M. The largest seller was Ameriprise, cutting an estimated $13.3M.

  • 120 institutional investors held Atlas Energy Solutions (AESI) as of Q4 2023, down from 123 in Q3 2023.
  • Funds reported $597M of Atlas Energy Solutions stock for Q4 2023, up 32% quarter-over-quarter.
  • 34 funds opened new Atlas Energy Solutions positions in Q4 2023 and 36 closed out, a net change of -2 holders.
  • The largest Atlas Energy Solutions buyer in Q4 2023 was Vanguard Group, an estimated $54.3M added.
  • The largest Atlas Energy Solutions seller in Q4 2023 was Ameriprise, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2023.