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Atlas Energy Solutions

210 hedge funds and large institutions have $1.66B invested in Atlas Energy Solutions in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 82 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $5.45M

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

82% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 45

19% more capital invested

Capital invested by funds: $1.39B → $1.66B (+$266M)

14% more funds holding

Funds holding: 185210 (+25)

9.65% more ownership

Funds ownership: 58.24%67.89% (+9.7%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
210
Holders Change
+25
Holders Change %
+13.51%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
55
Increased
82
Reduced
45
Closed
27
Calls
$29.5M
Puts
$5.45M
Net Calls
+$24M
Net Calls Change
+$8.03M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$241M +$115M +5,338,175 +97%
Vanguard Group
2
Vanguard Group
Pennsylvania
$153M +$16.7M +773,035 +13%
First Trust Advisors
3
First Trust Advisors
Illinois
$86.7M +$20.2M +935,410 +31%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$75.2M +$14.9M +689,846 +26%
ClearBridge Investments
5
ClearBridge Investments
New York
$63.6M -$750K -34,800 -1%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$63.4M -$2.64M -122,710 -4%
State Street
7
State Street
Massachusetts
$61.2M +$21.7M +1,007,022 +58%
MWA
8
Meridian Wealth Advisors
Texas
$59.4M -$29K -1,346 -0.1%
CB
9
Cooke & Bieler
Pennsylvania
$56.4M -$283K -13,129 -0.5%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$55.6M -$922K -42,799 -2%
CCM
11
Copeland Capital Management
Pennsylvania
$49.9M +$7.84M +363,742 +19%
Bank of America
12
Bank of America
North Carolina
$39.9M -$27.8M -1,288,127 -42%
N
13
Nuveen
North Carolina
$38.8M -$336K -15,599 -0.9%
SDJVC
14
St. Denis J. Villere & Co
Louisiana
$38.6M -$947K -43,929 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$32.1M -$61.1K -2,837 -0.2%
Goldman Sachs
16
Goldman Sachs
New York
$26.4M -$15.6M -722,839 -38%
UBS Group
17
UBS Group
Switzerland
$25.2M +$22.2M +1,031,787 +994%
Victory Capital Management
18
Victory Capital Management
Texas
$24.1M -$5.11M -237,054 -18%
VWM
19
Venturi Wealth Management
Texas
$24.1M -$2.51M -116,500 -10%
ECM
20
Evergreen Capital Management
Washington
$20.7M -$1.9M -88,180 -9%
Morgan Stanley
21
Morgan Stanley
New York
$19.9M +$4.6M +213,516 +31%
Northern Trust
22
Northern Trust
Illinois
$19.9M +$2.05M +94,949 +12%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$19M +$1.32M +61,185 +8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$18.5M +$7.75M +359,420 +75%
FCM
25
Frontier Capital Management
Massachusetts
$17.8M +$17.3M +801,153 New

AESI Hedge Fund Activity: Q4 2024 in Review

210 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Atlas Energy Solutions (AESI) for Q4 2024, worth a combined $1.66B — up 19% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AESI positions and 27 closed out — a net gain of 28 holders — while 82 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock, adding an estimated $115M. The largest seller was Bank of America, cutting an estimated $27.8M.

  • 210 institutional investors held Atlas Energy Solutions (AESI) as of Q4 2024, up from 185 in Q3 2024.
  • Funds reported $1.66B of Atlas Energy Solutions stock for Q4 2024, up 19% quarter-over-quarter.
  • 55 funds opened new Atlas Energy Solutions positions in Q4 2024 and 27 closed out, a net change of +28 holders.
  • The largest Atlas Energy Solutions buyer in Q4 2024 was BlackRock, an estimated $115M added.
  • The largest Atlas Energy Solutions seller in Q4 2024 was Bank of America, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2024.