ATLAS ENERGY SOLUTIONS INC
COM CLASS A · CUSIP 04930R107
1
institutional holders
-118 vs Q3 2023
286.0k
shares reported held*
$4.9mreported value*
0 new
1 added
0 reduced
117 sold out
net sold ≈ $316.3m (-18.4m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $17.22.
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 66 |
| Q2 2023 | 90 |
| Q3 2023 | 119 |
| Q4 2023 | 1 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 66 | 38 |
| Q3 2023 | 77 | 47 |
| Q4 2023 | 1 | 117 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $0 | $3.4m | — |
| Q2 2023 | $446.2k | $115.6k | 0.26 |
| Q3 2023 | $3.2m | $4.0m | 1.26 |
| Q4 2023 | $0 | $0 | — |
Biggest buyers
| Hodges Capital Management Inc. | Added | +182.1k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Sold out | -2.0m |
| Clearbridge Investments, LLC | Sold out | -1.7m |
| VANGUARD GROUP INC | Sold out | -1.6m |
| VICTORY CAPITAL MANAGEMENT INC | Sold out | -1.2m |
| Encompass Capital Advisors LLC | Sold out | -1.2m |
| BlackRock Inc. | Sold out | -1.1m |
| AMERIPRISE FINANCIAL INC | Sold out | -817.4k |
| Nuveen Asset Management, LLC | Sold out | -700.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Sold out | -581.1k |
| VILLERE ST DENIS J & CO LLC | Sold out | -506.6k |
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| Hodges Capital Management Inc. 0.27% of their portfolio | 286.0k $4.9m | Added +182.1k |