Atlas Energy Solutions
AESI
160 hedge funds and large institutions have $1.16B invested in Atlas Energy Solutions in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 13 closing their positions.
315% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 13
170% more call options, than puts
Call options by funds: $21M | Put options by funds: $7.78M
94% more capital invested
Capital invested by funds: $597M → $1.16B (+$562M)
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
56% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 34
33% more funds holding
Funds holding: 120 → 160 (+40)
16.72% more ownership
Funds ownership: 34.69% → 51.4% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCG
Clearlake Capital Group
Santa Monica,
California
|
+$92.5M |
| 2 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
+$43.7M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$32.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$30.1M |
| 5 |
MWA
Meridian Wealth Advisors
Austin,
Texas
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DACG
Donor Advised Charitable Giving
San Francisco,
California
|
-$17.9M |
| 2 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$16.4M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$6.33M |
| 4 |
IAP
Indie Asset Partners
Carmel,
Indiana
|
-$6.11M |
| 5 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$3.81M |
AESI Hedge Fund Activity: Q1 2024 in Review
160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Atlas Energy Solutions (AESI) for Q1 2024, worth a combined $1.16B — up 94% from $597M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new AESI positions and 13 closed out — a net gain of 41 holders — while 53 added to existing stakes and 34 trimmed.
The largest buyer was Clearlake Capital Group, opening a new position worth an estimated $92.5M. The largest seller was Donor Advised Charitable Giving, exiting entirely with an estimated $17.9M sold.
- 160 institutional investors held Atlas Energy Solutions (AESI) as of Q1 2024, up from 120 in Q4 2023.
- Funds reported $1.16B of Atlas Energy Solutions stock for Q1 2024, up 94% quarter-over-quarter.
- 54 funds opened new Atlas Energy Solutions positions in Q1 2024 and 13 closed out, a net change of +41 holders.
- The largest Atlas Energy Solutions buyer in Q1 2024 was Clearlake Capital Group, an estimated $92.5M added.
- The largest Atlas Energy Solutions seller in Q1 2024 was Donor Advised Charitable Giving, an estimated $17.9M sold.
Based on aggregated 13F filings for Q1 2024.