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.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — ATAT

Based on 184 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ATAT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
184 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 — +23% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+23% 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

108 buying97 selling
Last quarter: 108 funds bought or added vs 97 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.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 58 → 39 → 44 → 29. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 29% long-term, 27% new

29% conviction (2yr+) 43% medium 27% new
Of the 184 current holders: 54 (29%) held >2 years, 80 held 1–2 years, and 50 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.
📊

Peak discovery — momentum slowing

31 → 58 → 39 → 44 → 29 new funds/Q
New funds entering each quarter: 58 → 39 → 44 → 29. ATAT 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 — 30% veterans, 35% new entrants

30% veterans 35% 1-2yr 35% new
Of 187 current holders: 56 (30%) held 2+ years, 65 held 1–2 years, 66 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
44 of 183 holders are among the 100 largest funds by AUM, controlling 41% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — ATAT

In 2026 Q2, 108 hedge funds were net buyers of ATAT (29 opened a new position, 79 added to an existing one), while 97 reduced or exited (65 trimmed, 32 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 41% of total institutional value in ATAT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 184.

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

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

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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

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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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ATAT 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 ATAT?

Slight buying edge — 53% buying: Last quarter: 108 funds bought or added vs 97 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 — 41% AUM from top-100 funds: 44 of 183 holders are among the 100 largest funds by AUM, controlling 41% 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?

Mixed — 29% long-term, 27% new: Of the 184 current holders: 54 (29%) held >2 years, 80 held 1–2 years, and 50 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.

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