Atlas Energy Solutions Inc.: which funds bought and sold

Institutions that bought and sold Atlas Energy Solutions shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 164 institutions that filed 13F reports for both quarters added to or opened positions in Atlas Energy Solutions, and 103 cut or closed them. Together they added a net 18.6M shares, +21.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 6.0M shares (+38.4%); index fund managers were net buyers of 2.9M shares (+10.5%). 72 opened a new position and 30 sold out entirely.

Bought, Q2 2026 164 institutions, 72 of them new holders Sold, Q2 2026 103 institutions, 30 of them sold out

Net change, all compared +18.6M shares (+21.7%)

Net change, active managers +6.0M shares (+38.4%), 32 bought, 19 sold

Buyers versus sellers

institutions compared, 308

164 bought 41 103 sold

Active managers and hedge funds 32 bought · 19 sold · +6.0M

Index fund managers 8 bought · 2 sold · +2.9M

Other institutions 124 bought · 82 sold · +9.7M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	+3.2M New position	3.2M	$53.3M
Ensign Peak Advisors, Inc	+2.5M New position	2.5M	$41.7M
Voya Investment Management LLC	+2.2M +16012.1%	2.2M	$36.1M
Webs Creek Capital Management LP	+2.1M New position	2.1M	$35M
Alyeska Investment Group, L.P. Hedge fund	+2.0M New position	2.0M	$32.9M
Wasatch Advisors LP Active manager	+1.8M New position	1.8M	$30.5M
Blackrock, Inc. Index funds	+1.7M +14.6%	13.2M	$219M
Empyrean Capital Partners, LP Hedge fund	+1.6M New position	1.6M	$26.9M
UBS Group AG	+1.5M +62.8%	3.8M	$63.8M
Palo Duro Investment Partners, LP	+1.5M New position	1.5M	$24.3M
Bank Of America Corp	+1.1M +204.1%	1.6M	$26.6M
Renaissance Technologies LLC Hedge fund	+991K New position	991K	$16.5M
BNP Paribas Financial Markets	+970K +148.5%	1.6M	$27M
Wells Fargo & Company	+892K +2708.4%	925K	$15.4M
Citigroup Inc	+849K +1748.3%	897K	$14.9M
HRT Financial LP	+627K +224.1%	907K	$15.1M
Ashford Capital Management Inc	+600K +369.3%	762K	$12.7M
Jump Financial, LLC	+510K New position	510K	$8.5M
Dimensional Fund Advisors LP	+464K +30.9%	2.0M	$32.7M
State Street Corp Index funds	+459K +13.7%	3.8M	$63.4M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	+3.2M New position	3.2M	$53.3M
Alyeska Investment Group, L.P. Hedge fund	+2.0M New position	2.0M	$32.9M
Wasatch Advisors LP Active manager	+1.8M New position	1.8M	$30.5M
Empyrean Capital Partners, LP Hedge fund	+1.6M New position	1.6M	$26.9M
Renaissance Technologies LLC Hedge fund	+991K New position	991K	$16.5M
D. E. Shaw & Co., Inc. Hedge fund	+396K New position	396K	$6.6M
Man Group PLC Hedge fund	+298K +1144.9%	324K	$5.4M
Point72 Asset Management, L.P. Hedge fund	+280K New position	280K	$4.7M
Trexquant Investment LP Hedge fund	+275K New position	275K	$4.6M
Tudor Investment Corp Et Al Hedge fund	+255K New position	255K	$4.2M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Cooperman Leon G	−4.1M Sold out	0	—
Encompass Capital Advisors LLC	−2.6M −28.4%	6.5M	$109M
Cooke & Bieler LP Active manager	−2.5M −99.2%	21K	$347,647
Millennium Management LLC Hedge fund	−786K −31.9%	1.7M	$27.9M
Villere St Denis J & Co LLC	−507K −27.3%	1.3M	$22.4M
Barrow Hanley Mewhinney & Strauss LLC Active manager	−498K −15.8%	2.7M	$44M
Wellington Management Group LLP Active manager	−451K −30.4%	1.0M	$17.1M
Exoduspoint Capital Management, LP Hedge fund	−397K −91.3%	38K	$623,855
Franklin Resources Inc Active manager	−380K −27.1%	1.0M	$17M
Centerbook Partners LP Hedge fund	−286K −30.9%	639K	$10.6M
Nixon Capital, LLC	−268K −22.4%	928K	$15.4M
Kennedy Capital Management LLC Active manager	−250K −30.4%	571K	$9.5M
Squarepoint Ops LLC Hedge fund	−229K −75.1%	76K	$1.3M
Sir Capital Management, L.P.	−211K −47.7%	231K	$3.8M
Walleye Capital LLC Hedge fund	−199K Sold out	0	—
Peak6 LLC	−194K Sold out	0	—
SG Capital Management LLC	−175K Sold out	0	—
Verition Fund Management LLC Hedge fund	−172K Sold out	0	—
Meridian Wealth Advisors, LLC	−165K −17.3%	789K	$13.1M
Lighthouse Investment Partners, LLC Hedge fund	−160K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Cooke & Bieler LP Active manager	−2.5M −99.2%	21K	$347,647
Millennium Management LLC Hedge fund	−786K −31.9%	1.7M	$27.9M
Barrow Hanley Mewhinney & Strauss LLC Active manager	−498K −15.8%	2.7M	$44M
Wellington Management Group LLP Active manager	−451K −30.4%	1.0M	$17.1M
Exoduspoint Capital Management, LP Hedge fund	−397K −91.3%	38K	$623,855
Franklin Resources Inc Active manager	−380K −27.1%	1.0M	$17M
Centerbook Partners LP Hedge fund	−286K −30.9%	639K	$10.6M
Kennedy Capital Management LLC Active manager	−250K −30.4%	571K	$9.5M
Squarepoint Ops LLC Hedge fund	−229K −75.1%	76K	$1.3M
Walleye Capital LLC Hedge fund	−199K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Two Sigma Investments, LPHedge fund	3.2M	$53.3M
Ensign Peak Advisors, Inc	2.5M	$41.7M
Webs Creek Capital Management LP	2.1M	$35M
Alyeska Investment Group, L.P.Hedge fund	2.0M	$32.9M
Wasatch Advisors LPActive manager	1.8M	$30.5M
Empyrean Capital Partners, LPHedge fund	1.6M	$26.9M
Palo Duro Investment Partners, LP	1.5M	$24.3M
Renaissance Technologies LLCHedge fund	991K	$16.5M
Jump Financial, LLC	510K	$8.5M
Assenagon Asset Management S.A.	422K	$7M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Cooperman Leon G	4.1M	$53.6M
Walleye Capital LLCHedge fund	199K	$2.6M
Peak6 LLC	194K	$2.5M
SG Capital Management LLC	175K	$2.3M
Verition Fund Management LLCHedge fund	172K	$2.3M
Lighthouse Investment Partners, LLCHedge fund	160K	$2.1M
Readystate Asset Management LP	111K	$1.5M
49 Wealth Management, LLC	96K	$1.3M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	90K	$1.2M
Cumberland Partners Ltd	73K	$953,824

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 281
Ten largest holders: 43.9%
Index fund managers: 28.5%
Active managers and hedge funds: 20.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	32	19	22	5	+6.0M	+38.4%
Index fund managers	8	2	0	0	+2.9M	+10.5%
Other institutions	124	82	50	25	+9.7M	+22.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Atlas Energy Solutions.

Only managers that filed a holdings report for both quarters are compared (308 here). 7 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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