Battalion Oil
BATL
36 hedge funds and large institutions have $86.2M invested in Battalion Oil in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.
8% more capital invested
Capital invested by funds: $80M → $86.2M (+$6.22M)
0% more funds holding
Funds holding: 36 → 36 (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: 4 | Existing positions closed: 4
0.36% less ownership
Funds ownership: 85.1% → 84.73% (-0.36%)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$48.2K |
| 2 |
SOW
State of Wyoming
Cheyenne,
Wyoming
|
+$14.8K |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$8.77K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$2.71K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$123K |
| 2 |
Millennium Management
New York
|
-$119K |
| 3 |
YIH
Y-Intercept (HK)
Hong Kong
|
-$92.6K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$68.2K |
| 5 |
Goldman Sachs
New York
|
-$39.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.08K | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $569 | -$454 | -67 | -42% |
|
28
Group One Trading
Chicago,
Illinois
| $538 | – | – | – |
|
29
Bank of America
Charlotte,
North Carolina
| $507 | – | – | – |
|
30
Citigroup
New York
| $506 | – | – | – |
|
31
UBS Group
Zurich,
Switzerland
| $297 | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $161 | – | – | – |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $62 | – | – | – |
|
|
RFA
34
Register Financial Advisors
Atlanta,
Georgia
| $49 | – | – | – |
|
35
Osaic Holdings
Scottsdale,
Arizona
| $24 | +$14 | +2 | +100% |
|
|
YIH
36
Y-Intercept (HK)
Hong Kong
| – | -$92.6K | -16,221 | Closed |
|
37
RhumbLine Advisers
Boston,
Massachusetts
| – | -$456 | -80 | Closed |
|
38
New York State Common Retirement Fund
Albany,
New York
| – | -$137 | -24 | Closed |
|
39
JP Morgan Chase
New York
| – | -$63 | -11 | Closed |
|
BATL Hedge Fund Activity: Q3 2023 in Review
36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q3 2023, worth a combined $86.2M — up 7.8% from $80M a quarter earlier.
Fund positioning in BATL was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 8 trimmed.
The largest buyer was Geode Capital Management, adding an estimated $48.2K. The largest seller was Loomis, Sayles & Company, cutting an estimated $123K.
- 36 institutional investors held Battalion Oil (BATL) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $86.2M of Battalion Oil stock for Q3 2023, up 7.8% quarter-over-quarter.
- 4 funds opened new Battalion Oil positions in Q3 2023 and 4 closed out, a net change of 0 holders.
- The largest Battalion Oil buyer in Q3 2023 was Geode Capital Management, an estimated $48.2K added.
- The largest Battalion Oil seller in Q3 2023 was Loomis, Sayles & Company, an estimated $123K sold.
Based on aggregated 13F filings for Q3 2023.