Battalion Oil
BATL
36 hedge funds and large institutions have $80M invested in Battalion Oil in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 15 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
2.12% less ownership
Funds ownership: 87.21% → 85.1% (-2.1%)
15% less capital invested
Capital invested by funds: $93.9M → $80M (-$13.9M)
22% less funds holding
Funds holding: 46 → 36 (-10)
67% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 15
79% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$193K |
| 2 |
RC
RBF Capital
San Francisco,
California
|
+$132K |
| 3 |
YIH
Y-Intercept (HK)
Hong Kong
|
+$107K |
| 4 |
CM
CM Management
Gulf Breeze,
Florida
|
+$66.1K |
| 5 |
Goldman Sachs
New York
|
+$36.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$922K |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$350K |
| 3 |
BlackRock
New York
|
-$328K |
| 4 |
State Street
Boston,
Massachusetts
|
-$249K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$146K |
BATL Hedge Fund Activity: Q2 2023 in Review
36 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q2 2023, worth a combined $80M — down 15% from $93.9M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of BATL and 5 opened new positions — a net loss of 10 holders — while 14 trimmed existing stakes and 3 added.
The largest buyer was Millennium Management, opening a new position worth an estimated $193K. The largest seller was Bank of Montreal, exiting entirely with an estimated $922K sold.
- 36 institutional investors held Battalion Oil (BATL) as of Q2 2023, down from 46 in Q1 2023.
- Funds reported $80M of Battalion Oil stock for Q2 2023, down 15% quarter-over-quarter.
- 5 funds opened new Battalion Oil positions in Q2 2023 and 15 closed out, a net change of -10 holders.
- The largest Battalion Oil buyer in Q2 2023 was Millennium Management, an estimated $193K added.
- The largest Battalion Oil seller in Q2 2023 was Bank of Montreal, an estimated $922K sold.
Based on aggregated 13F filings for Q2 2023.