OAKTREE CAPITAL MANAGEMENT LP has opened a new $82.9M position in $AERO, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $AERO.
$AERO Hedge Fund Activity
We have seen 42 institutional investors add shares of $AERO stock to their portfolio, and 0 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- APOLLO MANAGEMENT HOLDINGS, L.P. added 27,505,017 shares (+inf%) to their portfolio in Q4 2025, for an estimated $604,010,173
- STRATEGIC VALUE PARTNERS, LLC added 9,486,266 shares (+inf%) to their portfolio in Q4 2025, for an estimated $208,318,401
- BAUPOST GROUP LLC/MA added 4,855,180 shares (+inf%) to their portfolio in Q4 2025, for an estimated $106,619,752
- OAKTREE CAPITAL MANAGEMENT LP added 3,776,986 shares (+inf%) to their portfolio in Q4 2025, for an estimated $82,942,612
- CORRE PARTNERS MANAGEMENT, LLC added 2,214,836 shares (+inf%) to their portfolio in Q4 2025, for an estimated $48,637,798
- ITAU UNIBANCO HOLDING S.A. added 1,101,434 shares (+inf%) to their portfolio in Q4 2025, for an estimated $24,187,490
- FOURTH SAIL CAPITAL LP added 1,100,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $24,156,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AERO Analyst Ratings
Wall Street analysts have issued reports on $AERO in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 12/17/2025
- Morgan Stanley issued a "Overweight" rating on 12/17/2025
- Goldman Sachs issued a "Buy" rating on 12/17/2025
- Deutsche Bank issued a "Buy" rating on 12/17/2025
To track analyst ratings and price targets for $AERO, check out Quiver Quantitative's $AERO forecast page.
$AERO Price Targets
Multiple analysts have issued price targets for $AERO recently. We have seen 6 analysts offer price targets for $AERO in the last 6 months, with a median target of $29.0.
Here are some recent targets:
- Pablo Monsivais from Barclays set a target price of $28.0 on 02/10/2026
- Filipe Nielsen from Citigroup set a target price of $27.0 on 12/17/2025
- Jens Spiess from Morgan Stanley set a target price of $30.0 on 12/17/2025
- Bruno Amorim from Goldman Sachs set a target price of $35.0 on 12/17/2025
- Michael Linenberg from Deutsche Bank set a target price of $25.0 on 12/17/2025
- Duane Pfennigwerth from Evercore ISI Group set a target price of $36.0 on 12/17/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $AERO ticker page for more data.
