Battalion Oil
BATL
38 hedge funds and large institutions have $273M invested in Battalion Oil in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
92% more capital invested
Capital invested by funds: $142M → $273M (+$131M)
23% more funds holding
Funds holding: 31 → 38 (+7)
0.91% more ownership
Funds ownership: 89.03% → 89.94% (+0.91%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$4.73M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$1.22M |
| 3 |
Millennium Management
New York
|
+$463K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$342K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$296K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$1.53M |
| 2 |
JP Morgan Chase
New York
|
-$1.02M |
| 3 |
SA
SoftVest Advisors
Abilene,
Texas
|
-$463K |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$421K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$315K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $84K | +$72.1K | +4,510 | New |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $64K | +$1.49K | +93 | +3% |
|
28
UBS Group
Zurich,
Switzerland
| $26K | +$11.3K | +707 | +102% |
|
|
NI
29
NYL Investors
New York
| $11K | – | – | – |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $7K | -$336 | -21 | -5% |
|
|
OCM
31
Ovata Capital Management
Hong Kong
| $3K | +$2.4K | +150 | New |
|
32
Group One Trading
Chicago,
Illinois
| $2K | – | – | – |
|
33
Federated Hermes
Pittsburgh,
Pennsylvania
| $1K | +$847 | +53 | New |
|
|
SA
34
SoftVest Advisors
Abilene,
Texas
| – | -$463K | -47,199 | Closed |
|
35
State Street
Boston,
Massachusetts
| – | -$297K | -30,264 | Closed |
|
36
Northern Trust
Chicago,
Illinois
| – | -$140K | -14,298 | Closed |
|
37
Bank of America
Charlotte,
North Carolina
| – | -$80 | -5 | -24% |
|
BATL Hedge Fund Activity: Q1 2022 in Review
38 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q1 2022, worth a combined $273M — up 92% from $142M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BATL positions and 4 closed out — a net gain of 7 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $4.73M. The largest seller was Jefferies Group, cutting an estimated $1.53M.
- 38 institutional investors held Battalion Oil (BATL) as of Q1 2022, up from 31 in Q4 2021.
- Funds reported $273M of Battalion Oil stock for Q1 2022, up 92% quarter-over-quarter.
- 11 funds opened new Battalion Oil positions in Q1 2022 and 4 closed out, a net change of +7 holders.
- The largest Battalion Oil buyer in Q1 2022 was Goldman Sachs, an estimated $4.73M added.
- The largest Battalion Oil seller in Q1 2022 was Jefferies Group, an estimated $1.53M sold.
Based on aggregated 13F filings for Q1 2022.