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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Silver Point Capital L.P. | $193.6M | 13.8M | ▲+4.9% Added · +647K sh | Q1 2026 | |
| 2 | Nut Tree Capital Management, LP | $89.6M | 6.4M | ▲+7.5% Added · +443K sh | Q1 2026 | |
| 3 | VR Advisory Services Ltd | $72.7M | 5.2M | ▲+3.8% Added · +191K sh | Q1 2026 | |
| 4 | BAUPOST GROUP LLC/MA | $68.4M | 4.9M | ▲+0.5% Added · +25K sh | Q1 2026 | |
| 5 | OAKTREE CAPITAL MANAGEMENT LP | $55.6M | 4.0M | ▲+5.1% Added · +192K sh | Q1 2026 | |
| 6 | DSC Meridian Capital LP | $40.0M | 2.9M | ▲+12% Added · +305K sh | Q1 2026 | |
| 7 | GILDER GAGNON HOWE & CO LLC | $34.2M | 2.4M | ▼−8.9% Reduced · −239K sh | Q1 2026 | |
| 8 | CITIGROUP INC | $25.5M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $20.2M | 1.4M | ▲+26% Added · +296K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $19.4M | 1.4M | ▲+2.4% Added · +32K sh | Q1 2026 | |
| 11 | 140 Summer Partners LP | $18.2M | 1.3M | —Held | Q1 2026 | |
| 12 | Zimmer Partners, LP | $17.1M | 1.2M | ▲+15% Added · +163K sh | Q1 2026 | |
| 13 | Nuveen, LLC | $14.0M | 997K | ▼−0.6% Reduced · −6K sh | Q1 2026 | |
| 14 | CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | $9.4M | 671K | —Held | Q1 2026 | |
| 15 | MILLENNIUM MANAGEMENT LLC | $8.5M | 609K | ▲+56% Added · +218K sh | Q1 2026 | |
| 16 | BlackRock, Inc. | $8.3M | 596K | ▼−43% Reduced · −456K sh | Q1 2026 | |
| 17 | REDWOOD CAPITAL MANAGEMENT, LLC | $7.7M | 552K | ▲New +552K sh | Q1 2026 | |
| 18 | Fiera Capital Corp | $6.9M | 490K | ▲+20% Added · +83K sh | Q1 2026 | |
| 19 | Rubric Capital Management LP | $6.5M | 467K | ▲New +467K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $5.8M | 412K | ▲+128% Added · +231K sh | Q1 2026 | |
| 21 | NORGES BANK | $8.8M | 400K | ▲New +400K sh | Q4 2025 | |
| 22 | MORGAN STANLEY | $5.3M | 379K | ▲+681% Added · +331K sh | Q1 2026 | |
| 23 | LMR Partners LLP | $4.3M | 310K | ▲+210% Added · +210K sh | Q1 2026 | |
| 24 | Moneda S.A. Administradora General de Fondos | $4.2M | 300K | —Held | Q1 2026 | |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3.5M | 250K | ▲New +250K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 | Borrego Andres | Director | Buy (P) | 8K | $103K |
| Mar 19, 2026 | Murray Aaron James | Chief Commercial Officer | Buy (P) | 6K | $81K |
| Mar 19, 2026 | CONESA ANDRES | Chief Executive Officer, Director | Buy (P) | 20K | $258K |
| Mar 19, 2026 | Tricio Haro Eduardo | Director | Buy (P) | 500K | $660K |
| Mar 19, 2026 | Tricio Haro Eduardo | Director | Buy (P) | 500K | $660K |
| Mar 19, 2026 | Murray Aaron James | Chief Commercial Officer | Buy (P) | 664 | $9K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 17 funds | $5.3B |
| NVIDIA CORPNVDA | 16 funds | $9.2B |
| AMAZON.COM INCAMZN | 16 funds | $6.4B |
| ITT INCITT | 16 funds | $67.0M |
| APPLE INCAAPL | 15 funds | $5.8B |
| ALPHABET INC-CL AGOOGL | 15 funds | $4.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 15 funds | $4.1B |
| TESLA INCTSLA | 15 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $2.8B |
| VISTRA CORPVST | 15 funds | $553.0M |
| BOSTON SCIENTIFIC CORPBSX | 15 funds | $536.9M |
| GE VERNOVA INCGEV | 15 funds | $526.3M |
Ranked by how many of AERO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.