Atlas Energy Solutions
AESI
287 hedge funds and large institutions have $1.75B invested in Atlas Energy Solutions in 2026 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 30 closing their positions.
1,600% more call options, than puts
Call options by funds: $127M | Put options by funds: $7.48M
157% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 30
137% more capital inflows, than outflows
Capital inflows: $593M | Capital outflows: $251M
26% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 74
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
18% more funds holding
Funds holding: 243 → 287 (+44)
13.37% more ownership
Funds ownership: 71.24% → 84.61% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$52.5M |
| 2 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
+$41M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$35.3M |
| 4 |
Webs Creek Capital Management
Dallas,
Texas
|
+$34.4M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$32.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cooperman Leon G
|
-$53.6M |
| 2 |
Encompass Capital Advisors
New York
|
-$42.4M |
| 3 |
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$40.8M |
| 4 |
Millennium Management
New York
|
-$12.9M |
| 5 |
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
-$8.29M |
AESI Hedge Fund Activity: Q2 2026 in Review
287 of the 8,379 institutional investors tracked by Wall St. Rank reported a position in Atlas Energy Solutions (AESI) for Q2 2026, worth a combined $1.75B — up 51% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new AESI positions and 30 closed out — a net gain of 47 holders — while 93 added to existing stakes and 74 trimmed.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $52.5M. The largest seller was Cooperman Leon G, exiting entirely with an estimated $53.6M sold.
- 287 institutional investors held Atlas Energy Solutions (AESI) as of Q2 2026, up from 243 in Q1 2026.
- Funds reported $1.75B of Atlas Energy Solutions stock for Q2 2026, up 51% quarter-over-quarter.
- 77 funds opened new Atlas Energy Solutions positions in Q2 2026 and 30 closed out, a net change of +47 holders.
- The largest Atlas Energy Solutions buyer in Q2 2026 was Two Sigma Investments, an estimated $52.5M added.
- The largest Atlas Energy Solutions seller in Q2 2026 was Cooperman Leon G, an estimated $53.6M sold.
Based on aggregated 13F filings for Q2 2026.