Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ATLAS ENERGY SOLUTIONS INC (AESI)

222 + Investors. Track Smart Money conviction in AESI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
3Q ▼
Buyers last Q
48%

Smart Money Signals — AESI

Based on 214 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their AESI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
214 funds currently hold this stock — 89% of the 3.0-year high of 241 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

120 buying131 selling
Last quarter: 131 funds reduced or exited vs 120 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new AESI position: 72 → 47 → 25 → 43. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 30% long-term, 27% new

■ 30% conviction (2yr+) ■ 43% medium ■ 27% new
Of the 214 current holders: 64 (30%) held >2 years, 92 held 1–2 years, and 58 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -1%, value -18%

Value
-18%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

46 → 72 → 47 → 25 → 43 new funds/Q
New funds entering each quarter: 72 → 47 → 25 → 43. AESI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 5% veterans, 41% new entrants

■ 5% veterans ■ 55% 1-2yr ■ 41% new
Of 222 current holders: 11 (5%) held 2+ years, 121 held 1–2 years, 90 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
32 of 214 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AESI

How many hedge funds hold AESI — quarterly history vs. share price
Quarterly hedge fund ownership of AESI vs. share price

Market Analysis: AESI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AESI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: AESI
2026 Q1 Stats Unlock in 11 days 222 + Investors

Track Smart Money conviction in AESI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 222 236 -5.93%
13F Shares 88M 89M -1.04%
Total Value $826M $1.01B -18.2%
New Positions 44 26 +18
Increased Positions 93 112 -19
Closed Positions 54 45 +9
Reduced Positions 93 110 -17
Total Calls 6 9 -33.33%
Total Puts 3 9 -66.67%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: AESI

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

222 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AESI. Verified SEC 13F-HR filings.

Top 25 institutional holders of AESI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Simcoe Capital LLC 4.00% 332,455 $4.4M
2 VILLERE ST DENIS J & CO LLC 2.69% 1,856,087 $24.4M
3 Consolidated Portfolio Review Corp 0.75% 627,945 $8.2M
4 CenterBook Partners LP 0.65% 924,938 $12.1M
5 Venturi Wealth Management, LLC 0.64% 1,086,254 $14.3M
6 Steadtrust LLC 0.60% 80,000 $1.0M
7 Indie Asset Partners, LLC 0.55% 36,634 $481K
8 COOKE & BIELER LP 0.37% 2,515,894 $33.0M
9 CULLINAN ASSOCIATES INC 0.27% 252,000 $3.3M
10 Bayforest Capital Ltd 0.26% 17,776 $233K
11 Tactive Advisors, LLC 0.23% 60,932 $799K
12 Austin Asset Management Co Inc 0.19% 90,000 $1.2M
13 SG Capital Management LLC 0.15% 175,000 $2.3M
14 Central Pacific Bank - Trust Division 0.04% 25,405 $333K
15 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.04% 89,747 $1.2M
16 Abel Hall, LLC 0.03% 10,008 $131K
17 Inscription Capital, LLC 0.01% 10,783 $141K
18 LYELL WEALTH MANAGEMENT, LP 0.01% 14,766 $194K
19 Brooklyn Investment Group 0.01% 31,186 $409K
20 PROFUND ADVISORS LLC 0.01% 26,020 $341K
21 AlphaQuest LLC 0.01% 19,650 $185K
22 Louisiana State Employees Retirement System 0.01% 34,100 —
23 State of Alaska, Department of Revenue 0.01% 37,945 —
24 UBS Group AG 0.00% 2,359,972 $31.0M
25 CITIZENS FINANCIAL GROUP INC/RI 0.00% 23,966 $314K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ATLAS ENERGY SOLUTIONS INC (AESI)

What does the Smart Money Trend signal show for AESI?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their AESI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AESI?

More sellers than buyers — 48% buying: Last quarter: 131 funds reduced or exited vs 120 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AESI holders?

Strong quality — 35% AUM from major funds: 32 of 214 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AESI?

Mixed — 30% long-term, 27% new: Of the 214 current holders: 64 (30%) held >2 years, 92 held 1–2 years, and 58 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.