Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Atlas Energy Solutions Inc (AESI)

238 + 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
↑ +11
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — AESI

Based on 239 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AESI 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
239 funds currently hold this stock — 93% of the 3.0-year high of 256 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
17 fewer hedge funds hold AESI compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

131 buying108 selling
Last quarter: 131 funds bought or added vs 108 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.
➡️

Steady new buyers — ~46 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 48 → 28 → 44 → 46. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 27% new

■ 33% conviction (2yr+) ■ 40% medium ■ 27% new
Of the 239 current holders: 80 (33%) held >2 years, 95 held 1–2 years, and 64 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.
💰

Value +42% but shares only +3% — price-driven

Value
+41%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +42%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

74 → 48 → 28 → 44 → 46 new funds/Q
New funds entering each quarter: 48 → 28 → 44 → 46. A growing number of institutions are discovering AESI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 32% veterans, 38% new entrants

■ 32% veterans ■ 30% 1-2yr ■ 38% new
Of 248 current holders: 80 (32%) held 2+ years, 74 held 1–2 years, 94 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
42 of 239 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

Institutional Sentiment Summary — AESI

In 2026 Q1, 131 hedge funds were net buyers of AESI (46 opened a new position, 85 added to an existing one), while 108 reduced or exited (73 trimmed, 35 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 31% of total institutional value in AESI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 239.

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.

Is It Too Late to Buy Atlas Energy Solutions Inc (AESI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AESI has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
AESI
+26.6%
XLE
+61770.3%

AESI outperformed XLE by -61743.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
AESI
-12.0%
XLE
+50521.2%

Since the filing became public, AESI outperformed XLE by -50533.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: AESI
238 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 238 228 4.39%
13F Shares 91M 89M 2.51%
Total Value $1.18B $833M 41.54%
New Positions 45 44 +1
Increased Positions 81 81 -
Closed Positions 35 53 -18
Reduced Positions 72 84 -12
Total Calls 7 6 16.67%
Total Puts 5 3 66.67%
PUT/CALL Ratio 0.71 0.5 Neutral

Statistics: AESI

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Valuation Measures Data as of: --

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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

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

238 + investors

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

QUARTER:
Top 25 AESI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nixon Capital, LLC 5.36% 1,195,190 $15.7M
2 CDC Financial, Inc. 4.32% 518,091 $6.8M
3 Simcoe Capital LLC 4.00% 332,455 $4.4M
4 Encompass Capital Advisors LLC 3.59% 9,135,182 $119.9M
5 CDC Financial, Inc. 2.75% 330,000 $4.3M
6 Villere St Denis J & Co LLC 2.69% 1,856,087 $24.4M
7 Cooperman Leon G 1.76% 4,083,175 $53.6M
8 Meridian Wealth Advisors, LLC 1.65% 953,958 $12.5M
9 Pine Ridge Advisers LLC 1.49% 1,844,036 $24.2M
10 Orvieto Partners, L.P. 1.46% 130,000 $1.7M
11 B & T Capital Management DBA Alpha Capital Management 1.20% 633,029 $8.3M
12 Manatuck Hill Partners, LLC 1.07% 302,000 $4.0M
13 Orchard Capital Management, LLC 1.02% 74,249 $974K
14 Argentarii, LLC 0.83% 181,293 $2.4M
15 Consolidated Portfolio Review Corp 0.75% 627,945 $8.2M
16 CenterBook Partners LP 0.65% 924,938 $12.1M
17 Venturi Wealth Management, LLC 0.64% 1,086,254 $14.3M
18 Steadtrust LLC 0.60% 80,000 $1.0M
19 Indie Asset Partners, LLC 0.55% 36,634 $481K
20 SIR Capital Management, L.P. 0.54% 442,690 $5.8M
21 Palogic Value Management, L.P. 0.40% 71,300 $935K
22 Cooke & Bieler LP 0.37% 2,515,894 $33.0M
23 Beck Capital Management, LLC 0.27% 90,000 $1.2M
24 Cullinan Associates Inc 0.27% 252,000 $3.3M
25 Ashford Capital Management Inc 0.26% 162,440 $2.1M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AESI 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 AESI?

Slight buying edge — 55% buying: Last quarter: 131 funds bought or added vs 108 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 AESI holders?

Strong quality — 31% AUM from major funds: 42 of 239 holders rank in the top 100 by AUM, accounting for 31% 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 — 33% long-term, 27% new: Of the 239 current holders: 80 (33%) held >2 years, 95 held 1–2 years, and 64 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.

Is it too late to buy Atlas Energy Solutions Inc (AESI) following the 2026 Q1 hedge fund 13F filings?

As of today, AESI has moved -12.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +50521.2% for the XLE sector ETF — an outperformance of -50533.2%. Since the quarter end (March 31, 2026), AESI has gained +26.6% vs +61770.3% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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