We are live on ! Find out more
BATL icon

Battalion Oil

39 hedge funds and large institutions have $31.1M invested in Battalion Oil in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more capital invested

Capital invested by funds: $14.1M → $31.1M (+$17M)

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

34% more funds holding

Funds holding: 2939 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

33.2% less ownership

Funds ownership: 75.8%42.59% (-33%)

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
4
Reduced
4
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$11.7M
LM
2
Luminus Management
Texas
$7.83M -$28M -4,144,940 -67%
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$7.02M +$12.2M +1,800,000 New
VCM
4
Vanguard Capital Management
Pennsylvania
$1.22M +$2.11M +311,973 New
URS
5
Utah Retirement Systems
Utah
$740K +$1.28M +189,842 New
BlackRock
6
BlackRock
New York
$728K +$1.26M +186,347 +58,416%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$353K +$173K +25,620 +39%
Marshall Wace
8
Marshall Wace
United Kingdom
$248K +$430K +63,645 New
EGM
9
Engineers Gate Manager
New York
$220K +$381K +56,429 New
VFT
10
Vanguard Fiduciary Trust
Pennsylvania
$150K +$260K +38,450 New
Qube Research & Technologies (QRT)
11
Qube Research & Technologies (QRT)
United Kingdom
$142K +$246K +36,359 New
State Street
12
State Street
Massachusetts
$132K +$84.5K +12,500 +58%
Citigroup
13
Citigroup
New York
$89.6K +$155K +22,979 New
Jane Street
14
Jane Street
New York
$72.3K +$125K +18,534 New
Two Sigma Investments
15
Two Sigma Investments
New York
$72.1K
Northern Trust
16
Northern Trust
Illinois
$67.2K +$116K +17,227 New
BBA
17
Baader Bank Aktiengesellschaft
Germany
$64.8K +$171K +25,296 New
BCM
18
Bridgeway Capital Management
Texas
$62.8K
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$58.7K +$14 +2 +0%
Osaic Holdings
20
Osaic Holdings
Arizona
$42.1K +$72.9K +10,783 New
VGA
21
Vanguard Global Advisers
Pennsylvania
$14.5K +$25.1K +3,714 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$13K
QT
23
Quantbot Technologies
New York
$9.26K +$16K +2,373 New
TRCT
24
Tower Research Capital (TRC)
New York
$5.94K -$9.54K -1,412 -48%
TC
25
Truvestments Capital
Florida
$5.85K +$10.1K +1,500 New

BATL Hedge Fund Activity: Q1 2026 in Review

39 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q1 2026, worth a combined $31.1M — up 121% from $14.1M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BATL positions and 10 closed out — a net gain of 12 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $12.2M. The largest seller was Luminus Management, cutting an estimated $28M.

  • 39 institutional investors held Battalion Oil (BATL) as of Q1 2026, up from 29 in Q4 2025.
  • Funds reported $31.1M of Battalion Oil stock for Q1 2026, up 121% quarter-over-quarter.
  • 22 funds opened new Battalion Oil positions in Q1 2026 and 10 closed out, a net change of +12 holders.
  • The largest Battalion Oil buyer in Q1 2026 was Alyeska Investment Group, an estimated $12.2M added.
  • The largest Battalion Oil seller in Q1 2026 was Luminus Management, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2026.