Battalion Oil
BATL
30 hedge funds and large institutions have $121M invested in Battalion Oil in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
11% more funds holding
Funds holding: 27 → 30 (+3)
5% more capital invested
Capital invested by funds: $116M → $121M (+$5.37M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.3% less ownership
Funds ownership: 90.64% → 90.34% (-0.3%)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
+$3.75M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$180K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$75.1K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$3.87K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.99K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lion Point Capital
New York
|
-$3.75M |
| 2 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
-$1.51M |
| 3 |
Goldman Sachs
New York
|
-$112K |
| 4 |
Jane Street
New York
|
-$32.3K |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$24.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $1K | +$488 | +65 | +76% |
|
|
MIM
27
MetLife Investment Management
Whippany,
New Jersey
| – | -$1.51M | -191,620 | Closed |
|
|
IRC
28
Investors Research Corp
Atlanta,
Georgia
| – | -$15 | -2 | -50% |
|
BATL Hedge Fund Activity: Q4 2020 in Review
30 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q4 2020, worth a combined $121M — up 4.6% from $116M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BATL positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 9 trimmed.
The largest buyer was Jefferies Group, opening a new position worth an estimated $3.75M. The largest seller was Lion Point Capital, cutting an estimated $3.75M.
- 30 institutional investors held Battalion Oil (BATL) as of Q4 2020, up from 27 in Q3 2020.
- Funds reported $121M of Battalion Oil stock for Q4 2020, up 4.6% quarter-over-quarter.
- 4 funds opened new Battalion Oil positions in Q4 2020 and 1 closed out, a net change of +3 holders.
- The largest Battalion Oil buyer in Q4 2020 was Jefferies Group, an estimated $3.75M added.
- The largest Battalion Oil seller in Q4 2020 was Lion Point Capital, an estimated $3.75M sold.
Based on aggregated 13F filings for Q4 2020.