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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$54.3M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$29.9M |
| 3 |
SDJVC
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
+$24.1M |
| 4 |
MWA
Meridian Wealth Advisors
Austin,
Texas
|
+$23.3M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.3M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$4.19M |
| 3 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$3.36M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$2.73M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$2.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Lazard Asset Management
New York
| – | -$122K | -5,537 | Closed |
|
|
CSS
152
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$84.7K | -3,808 | Closed |
|
153
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$81K | -3,547 | Closed |
|
|
TAM
154
Tucker Asset Management
Littleton,
Colorado
| – | -$49.1K | -2,208 | Closed |
|
155
US Bancorp
Minneapolis,
Minnesota
| – | -$9.8K | -441 | Closed |
|
|
C
156
Covestor
London,
United Kingdom
| – | -$92 | -5 | -17% |
|
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.