Battalion Oil
BATL
28 hedge funds and large institutions have $159M invested in Battalion Oil in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.
31% more capital invested
Capital invested by funds: $121M → $159M (+$37.8M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.39% less ownership
Funds ownership: 90.34% → 89.95% (-0.39%)
7% less funds holding
Funds holding: 30 → 28 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$471K |
| 2 |
Millennium Management
New York
|
+$116K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$102K |
| 4 |
Morgan Stanley
New York
|
+$20.5K |
| 5 |
BlackRock
New York
|
+$10.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$256K |
| 2 |
Jane Street
New York
|
-$223K |
| 3 |
CM
CM Management
Gulf Breeze,
Florida
|
-$102K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$93.5K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$223K | -26,831 | Closed |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| – | -$6K | -667 | Closed |
|
28
UBS Group
Zurich,
Switzerland
| – | -$2K | -265 | Closed |
|
29
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2K | -206 | Closed |
|
30
Osaic Holdings
Scottsdale,
Arizona
| – | -$41 | -4 | -31% |
|
BATL Hedge Fund Activity: Q1 2021 in Review
28 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q1 2021, worth a combined $159M — up 31% from $121M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BATL and 2 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 5 added.
The largest buyer was Geode Capital Management, opening a new position worth an estimated $471K. The largest seller was JP Morgan Chase, cutting an estimated $256K.
- 28 institutional investors held Battalion Oil (BATL) as of Q1 2021, down from 30 in Q4 2020.
- Funds reported $159M of Battalion Oil stock for Q1 2021, up 31% quarter-over-quarter.
- 2 funds opened new Battalion Oil positions in Q1 2021 and 4 closed out, a net change of -2 holders.
- The largest Battalion Oil buyer in Q1 2021 was Geode Capital Management, an estimated $471K added.
- The largest Battalion Oil seller in Q1 2021 was JP Morgan Chase, an estimated $256K sold.
Based on aggregated 13F filings for Q1 2021.