Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Atour Lifestyle Hldgs Ltd (ATAT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — ATAT

Based on 187 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ATAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
187 hedge funds hold ATAT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

113 buying101 selling
Last quarter: 113 funds bought or added vs 101 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new ATAT position: 31 → 58 → 38 → 44. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 36% entered in last year

■ 22% conviction (2yr+) ■ 41% medium ■ 36% new
Only 42 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -10%, value -28%

Value
-27%
Shares
-10%
Last quarter: funds added -10% more shares while total portfolio value only changed -28%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~44 new funds/quarter

37 → 31 → 58 → 38 → 44 new funds/Q
New funds entering each quarter: 31 → 58 → 38 → 44. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 28% veterans, 43% new entrants

■ 28% veterans ■ 29% 1-2yr ■ 43% new
Of 191 current holders: 54 (28%) held 2+ years, 55 held 1–2 years, 82 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
46 of 186 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ATAT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — ATAT

In 2026 Q1, 113 hedge funds were net buyers of ATAT (44 opened a new position, 69 added to an existing one), while 101 reduced or exited (59 trimmed, 42 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in ATAT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 187.

Hedge Fund Ownership: ATAT

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

Market Analysis: ATAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ATAT

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 5 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: ATAT
183 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 183 187 -2.14%
13F Shares 78M 73M 7.07%
Total Value $2.35B $2.32B 1.32%
New Positions 29 44 -15
Increased Positions 78 68 +10
Closed Positions 32 42 -10
Reduced Positions 64 57 +7
Total Calls 1 3 -66.67%
Total Puts 3 2 50.0%
PUT/CALL Ratio 3.0 0.67 Bearish

Statistics: ATAT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

183 + investors

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

QUARTER:
Top 25 ATAT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OLP CAPITAL MANAGEMENT Ltd 61.32% 7,714,695 $245.3M
2 Green Court Capital Management Ltd 29.29% 1,077,517 $34.3M
3 BRIGHT VALLEY CAPITAL Ltd 5.17% 1,017,508 $32.4M
4 AI-Squared Management Ltd 5.12% 301,984 $9.6M
5 Broad Peak Investment Advisers Pte Ltd 4.71% 806,000 $25.6M
6 FACT Capital, LP 4.53% 253,421 $8.1M
7 Matthews International Capital Management LLC 3.82% 350,616 $11.1M
8 Triata Capital Ltd 3.66% 677,712 $21.6M
9 Greenwoods Asset Management Hong Kong Ltd. 2.60% 1,788,400 $56.9M
10 Serenity Capital Management PTE. LTD. 2.06% 215,000 $6.8M
11 Think Investments LP 2.01% 536,289 $17.1M
12 Channing Global Advisors, LLC 0.94% 56,980 $1.8M
13 M&G Plc 0.73% 4,567,124 $146.1M
14 OVERSEA-CHINESE BANKING Corp Ltd 0.46% 678,683 $21.6M
15 Dymon Asia Capital (singapore) PTE. LTD. 0.43% 326,774 $10.4M
16 Point Nemo Capital, LLC 0.43% 26,863 $854K
17 E Fund Management Co., Ltd. 0.31% 430,000 $13.7M
18 Lighthouse Investment Partners, LLC 0.27% 314,256 $10.0M
19 Numerai GP LLC 0.20% 78,835 $2.5M
20 Jupiter Asset Management Ltd 0.20% 1,289,400 $41.0M
21 Taikang Asset Management (Hong Kong) Co Ltd 0.20% 68,000 $2.2M
22 Mitsubishi UFJ Trust & Banking Corp 0.20% 2,818,973 $89.6M
23 Mawer Investment Management Ltd. 0.16% 752,258 $23.9M
24 Prudential plc 0.15% 845,627 $26.9M
25 Schroder Investment Management Group 0.10% 4,456,326 $144.0M
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 — Atour Lifestyle Hldgs Ltd (ATAT)

What does the Smart Money Trend signal show for ATAT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ATAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ATAT?

Slight buying edge — 53% buying: Last quarter: 113 funds bought or added vs 101 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ATAT holders?

Elite ownership — 40% AUM from top-100 funds: 46 of 186 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ATAT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ATAT?

Mostly new holders — 36% entered in last year: Only 42 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

Full history →