Battalion Oil
BATL
46 hedge funds and large institutions have $93.9M invested in Battalion Oil in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
5% more funds holding
Funds holding: 44 → 46 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.43% less ownership
Funds ownership: 88.64% → 87.21% (-1.4%)
33% less capital invested
Capital invested by funds: $141M → $93.9M (-$46.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$833K |
| 2 |
LPC
Lion Point Capital
New York
|
+$184K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$150K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$95.9K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$94.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.87M |
| 2 |
BlackRock
New York
|
-$308K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$280K |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
-$96.5K |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$45.5K |
BATL Hedge Fund Activity: Q1 2023 in Review
46 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q1 2023, worth a combined $93.9M — down 33% from $141M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BATL positions and 2 closed out — a net gain of 2 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $833K. The largest seller was Goldman Sachs, cutting an estimated $2.87M.
- 46 institutional investors held Battalion Oil (BATL) as of Q1 2023, up from 44 in Q4 2022.
- Funds reported $93.9M of Battalion Oil stock for Q1 2023, down 33% quarter-over-quarter.
- 4 funds opened new Battalion Oil positions in Q1 2023 and 2 closed out, a net change of +2 holders.
- The largest Battalion Oil buyer in Q1 2023 was Bank of Montreal, an estimated $833K added.
- The largest Battalion Oil seller in Q1 2023 was Goldman Sachs, an estimated $2.87M sold.
Based on aggregated 13F filings for Q1 2023.