Battalion Oil
BATL
31 hedge funds and large institutions have $141M invested in Battalion Oil in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 31 → 31 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.52% less ownership
Funds ownership: 89.8% → 89.27% (-0.52%)
28% less capital invested
Capital invested by funds: $196M → $141M (-$54.5M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lion Point Capital
New York
|
+$201K |
| 2 |
Jane Street
New York
|
+$166K |
| 3 |
Millennium Management
New York
|
+$163K |
| 4 |
State Street
Boston,
Massachusetts
|
+$138K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.41M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$111K |
| 3 |
JP Morgan Chase
New York
|
-$75.2K |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$65.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $1K | -$706 | -63 | -31% |
|
27
Group One Trading
Chicago,
Illinois
| $1K | – | – | – |
|
|
28
UBS Group
Zurich,
Switzerland
| – | -$6K | -442 | Closed |
|
29
Osaic Holdings
Scottsdale,
Arizona
| – | -$78 | -7 | -78% |
|
BATL Hedge Fund Activity: Q3 2021 in Review
31 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q3 2021, worth a combined $141M — down 28% from $196M a quarter earlier.
Fund positioning in BATL was balanced in Q3 2021: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 8 trimmed.
The largest buyer was Lion Point Capital, adding an estimated $201K. The largest seller was Vanguard Group, cutting an estimated $1.41M.
- 31 institutional investors held Battalion Oil (BATL) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $141M of Battalion Oil stock for Q3 2021, down 28% quarter-over-quarter.
- 2 funds opened new Battalion Oil positions in Q3 2021 and 2 closed out, a net change of 0 holders.
- The largest Battalion Oil buyer in Q3 2021 was Lion Point Capital, an estimated $201K added.
- The largest Battalion Oil seller in Q3 2021 was Vanguard Group, an estimated $1.41M sold.
Based on aggregated 13F filings for Q3 2021.