59 tracked 13F filers disclose a position in AERO as of the latest SEC 13F filings, a combined $1.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Silver Point Capital L.P. | $251.9M | 14.0M | ▲+1.2% Added · +172K sh | Q2 2026 | |
| 2 | Strategic Value Partners, LLC | $170.8M | 9.5M | —Held | Q2 2026 | |
| 3 | Nut Tree Capital Management, LP | $116.9M | 6.5M | ▲+1.6% Added · +100K sh | Q2 2026 | |
| 4 | VR Advisory Services Ltd | $72.7M | 5.2M | ▲+3.8% Added · +191K sh | Q1 2026 | |
| 5 | BAUPOST GROUP LLC/MA | $87.8M | 4.9M | —Held | Q2 2026 | |
| 6 | OAKTREE CAPITAL MANAGEMENT LP | $55.6M | 4.0M | ▲+5.1% Added · +192K sh | Q1 2026 | |
| 7 | DSC Meridian Capital LP | $40.0M | 2.9M | ▲+12% Added · +305K sh | Q1 2026 | |
| 8 | GILDER GAGNON HOWE & CO LLC | $36.3M | 2.0M | ▼−17% Reduced · −421K sh | Q2 2026 | |
| 9 | CITIGROUP INC | $25.5M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $20.2M | 1.4M | ▲+26% Added · +296K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $19.4M | 1.4M | ▲+2.4% Added · +32K sh | Q1 2026 | |
| 12 | 140 Summer Partners LP | $23.4M | 1.3M | —Held | Q2 2026 | |
| 13 | Zimmer Partners, LP | $17.1M | 1.2M | ▲+15% Added · +163K sh | Q1 2026 | |
| 14 | Nuveen, LLC | $14.0M | 997K | ▼−0.6% Reduced · −6K sh | Q1 2026 | |
| 15 | CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | $9.4M | 671K | —Held | Q1 2026 | |
| 16 | Fiera Capital Corp | $11.3M | 628K | ▲+28% Added · +138K sh | Q2 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $8.5M | 609K | ▲+56% Added · +218K sh | Q1 2026 | |
| 18 | BlackRock, Inc. | $8.3M | 596K | ▼−43% Reduced · −456K sh | Q1 2026 | |
| 19 | IPG Investment Advisors LLC | $10.6M | 592K | —Held | Q2 2026 | |
| 20 | REDWOOD CAPITAL MANAGEMENT, LLC | $10.5M | 584K | ▲+5.8% Added · +32K sh | Q2 2026 | |
| 21 | Rubric Capital Management LP | $6.5M | 467K | ▲New +467K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $5.8M | 412K | ▲+128% Added · +231K sh | Q1 2026 | |
| 23 | NORGES BANK | $8.8M | 400K | ▲New +400K sh | Q4 2025 | |
| 24 | MORGAN STANLEY | $5.3M | 379K | ▲+681% Added · +331K sh | Q1 2026 | |
| 25 | LMR Partners LLP | $4.3M | 310K | ▲+210% Added · +210K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in AERO and 15 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 24 funds | $42.4B |
| AMAZON.COM INCAMZN | 24 funds | $23.4B |
| GE VERNOVA INCGEV | 23 funds | $3.3B |
| MICROSOFT CORPMSFT | 22 funds | $26.4B |
| ALPHABET INC-CL AGOOGL | 22 funds | $17.6B |
| ALPHABET INC-CL CGOOG | 22 funds | $13.7B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $12.0B |
| VISTRA CORPVST | 22 funds | $1.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 21 funds | $7.5B |
| MICRON TECHNOLOGY INCMU | 21 funds | $5.8B |
| COSTCO WHOLESALE CORPCOST | 21 funds | $5.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $5.0B |
Ranked by how many of AERO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | Murray Aaron James | Chief Commercial Officer | Sell (S) | 356K | $563K |
| May 21, 2026 | Murray Aaron James | Chief Commercial Officer | Sell (S) | 250K | $388K |
| May 21, 2026 | Murray Aaron James | Chief Commercial Officer | Sell (S) | 100K | $159K |
| May 20, 2026 | Murray Aaron James | Chief Commercial Officer | Sell (S) | 400K | $600K |
| May 20, 2026 | Murray Aaron James | Chief Commercial Officer | Sell (S) | 200K | $304K |
| Mar 19, 2026 | Tricio Haro Eduardo | Director | Buy (P) | 500K | $660K |
| Mar 19, 2026 | Tricio Haro Eduardo | Director | Buy (P) | 500K | $660K |
| Feb 25, 2019 | Wolfe J Michael | President and CEO | Buy (P) | 7K | $12K |
| Feb 25, 2019 | Thompson John K | EVP Marketing | Buy (P) | 1K | $2K |
| Feb 22, 2019 | Wolfe J Michael | President and CEO | Buy (P) | 3K | $5K |
| Aug 27, 2018 | Wolfe J Michael | President and CEO | Sell (S) | 9K | $28K |
| Aug 24, 2018 | Wolfe J Michael | President and CEO | Sell (S) | 8K | $24K |
Connected entities for AERO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AERO/capital-change-brief"
Use Arkolith's capital_change_brief for AERO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AERO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.