Atlas Energy Solutions
AESI
242 hedge funds and large institutions have $1.16B invested in Atlas Energy Solutions in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 86 increasing their positions, 71 reducing their positions, and 33 closing their positions.
498% more call options, than puts
Call options by funds: $14.1M | Put options by funds: $2.36M
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
40% more capital invested
Capital invested by funds: $826M → $1.16B (+$334M)
39% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 33
21% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 71
4% more funds holding
Funds holding: 233 → 242 (+9)
0.5% more ownership
Funds ownership: 70.72% → 71.22% (+0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Encompass Capital Advisors
New York
|
+$107M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$7.43M |
| 3 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
+$7.24M |
| 4 |
Goldman Sachs
New York
|
+$7.12M |
| 5 |
Millennium Management
New York
|
+$6.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.9M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$19.5M |
| 3 |
BlackRock
New York
|
-$19.4M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$15.6M |
| 5 |
LIP
Liontrust Investment Partners
London,
United Kingdom
|
-$15.2M |
AESI Hedge Fund Activity: Q1 2026 in Review
242 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Atlas Energy Solutions (AESI) for Q1 2026, worth a combined $1.16B — up 40% from $826M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new AESI positions and 33 closed out — a net gain of 13 holders — while 86 added to existing stakes and 71 trimmed.
The largest buyer was Encompass Capital Advisors, opening a new position worth an estimated $107M. The largest seller was Fidelity Investments, cutting an estimated $19.9M.
- 242 institutional investors held Atlas Energy Solutions (AESI) as of Q1 2026, up from 233 in Q4 2025.
- Funds reported $1.16B of Atlas Energy Solutions stock for Q1 2026, up 40% quarter-over-quarter.
- 46 funds opened new Atlas Energy Solutions positions in Q1 2026 and 33 closed out, a net change of +13 holders.
- The largest Atlas Energy Solutions buyer in Q1 2026 was Encompass Capital Advisors, an estimated $107M added.
- The largest Atlas Energy Solutions seller in Q1 2026 was Fidelity Investments, an estimated $19.9M sold.
Based on aggregated 13F filings for Q1 2026.