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Battalion Oil

27 hedge funds and large institutions have $139M invested in Battalion Oil in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more capital invested

Capital invested by funds: $68.5M → $139M (+$70.9M)

0.01% less ownership

Funds ownership: 90.61%90.6% (-0.01%)

10% less funds holding

Funds holding: 3027 (-3)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
4
Increased
2
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LMGAM
26
Liberty Mutual Group Asset Management
Massachusetts
-$9K -1,872 Closed

BATL Hedge Fund Activity: Q2 2020 in Review

27 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q2 2020, worth a combined $139M — up 103% from $68.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BATL and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 2 added.

The largest buyer was Vanguard Group, opening a new position worth an estimated $2.96M. The largest seller was Bank of America, cutting an estimated $1.56M.

  • 27 institutional investors held Battalion Oil (BATL) as of Q2 2020, down from 30 in Q1 2020.
  • Funds reported $139M of Battalion Oil stock for Q2 2020, up 103% quarter-over-quarter.
  • 4 funds opened new Battalion Oil positions in Q2 2020 and 5 closed out, a net change of -1 holder.
  • The largest Battalion Oil buyer in Q2 2020 was Vanguard Group, an estimated $2.96M added.
  • The largest Battalion Oil seller in Q2 2020 was Bank of America, an estimated $1.56M sold.

Based on aggregated 13F filings for Q2 2020.