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Battalion Oil
BATL

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: 29 → 39 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$12.2M
2
URS
Utah Retirement Systems
Utah
+$1.28M
3
BlackRock
BlackRock
New York
+$1.26M
4
Marshall Wace
Marshall Wace
United Kingdom
+$430K
5
EGM
Engineers Gate Manager
New York
+$381K

Top Sellers

Rank Fund Capital Flow
1
LM
Luminus Management
Texas
-$28M
2
LIA
LSP Investment Advisors
New York
-$2.68M
3
Morgan Stanley
Morgan Stanley
New York
-$887K
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$150K
5
YCM
Yakira Capital Management
Connecticut
-$53.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.56K -$887K -131,241 -100%
NI
27
NYL Investors
New York
$2.29K – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$1.26K +$1.55K +230 New
MPWT
29
MassMutual Private Wealth & Trust
Connecticut
$975 +$1.69K +250 New
CIAM
30
Caitong International Asset Management
Hong Kong
$694 +$1.2K +178 New
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$374 – – –
Group One Trading
32
Group One Trading
Illinois
$289 -$14 -2 -3%
UBS Group
33
UBS Group
Switzerland
$195 – – –
VWA
34
VSM Wealth Advisory
Maryland
$195 +$338 +50 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$186 +$324 +48 New
SPIA
36
Steward Partners Investment Advisory
New York
$39 – – –
KFP
37
Kerr Financial Planning
California
$38 +$68 +10 New
FF
38
Friedenthal Financial
New Jersey
$34 +$41 +6 New
LIA
39
LSP Investment Advisors
New York
– -$2.68M -2,369,769 Closed
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
– -$150K -132,818 Closed
YCM
41
Yakira Capital Management
Connecticut
– -$53.2K -47,113 Closed
XT
42
XTX Topco
Cayman Islands
– -$35.7K -31,627 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– -$26.7K -23,649 Closed
RC
44
RBF Capital
California
– -$22.6K -20,000 Closed
Goldman Sachs
45
Goldman Sachs
New York
– -$15.1K -13,364 Closed
TSS
46
Two Sigma Securities
New York
– -$15K -13,266 Closed
HF
47
HRT Financial
New York
– -$12K -11,306 Closed
Bank of America
48
Bank of America
North Carolina
– -$80 -71 Closed
1
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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.