Atlas Energy Solutions
AESI
174 hedge funds and large institutions have $1.16B invested in Atlas Energy Solutions in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 34 reducing their positions, and 21 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 34
83% more call options, than puts
Call options by funds: $10M | Put options by funds: $5.48M
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
9% more funds holding
Funds holding: 160 → 174 (+14)
1.52% more ownership
Funds ownership: 51.4% → 52.92% (+1.5%)
0% less capital invested
Capital invested by funds: $1.16B → $1.16B (-$732K)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$60M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$33.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$29.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCG
Clearlake Capital Group
Santa Monica,
California
|
-$112M |
| 2 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
-$49.7M |
| 3 |
ECA
Encompass Capital Advisors
New York
|
-$27.8M |
| 4 |
FSCM
First Sabrepoint Capital Management
Dallas,
Texas
|
-$15.7M |
| 5 |
Capstone Investment Advisors
New York
|
-$12.3M |
AESI Hedge Fund Activity: Q2 2024 in Review
174 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Atlas Energy Solutions (AESI) for Q2 2024, worth a combined $1.16B — down 0.06% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new AESI positions and 21 closed out — a net gain of 16 holders — while 85 added to existing stakes and 34 trimmed.
The largest buyer was BlackRock, adding an estimated $60M. The largest seller was Clearlake Capital Group, exiting entirely with an estimated $112M sold.
- 174 institutional investors held Atlas Energy Solutions (AESI) as of Q2 2024, up from 160 in Q1 2024.
- Funds reported $1.16B of Atlas Energy Solutions stock for Q2 2024, down 0.06% quarter-over-quarter.
- 37 funds opened new Atlas Energy Solutions positions in Q2 2024 and 21 closed out, a net change of +16 holders.
- The largest Atlas Energy Solutions buyer in Q2 2024 was BlackRock, an estimated $60M added.
- The largest Atlas Energy Solutions seller in Q2 2024 was Clearlake Capital Group, an estimated $112M sold.
Based on aggregated 13F filings for Q2 2024.