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Battalion Oil
BATL

Overview Fund Activity

40 hedge funds and large institutions have $138M invested in Battalion Oil in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
13
Increased
8
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Beryl Capital Management
California
$3.61M
2
Morgan Stanley
Morgan Stanley
New York
$2.54M
3
AFM
Anson Funds Management
Texas
$937K
4
EFI
EHP Funds Inc
Canada
$766K
5
PCM
PenderFund Capital Management
British Columbia, Canada
$656K

Top Sellers

1
JFG
Jefferies Financial Group
New York
$0
2
LPC
Lion Point Capital
New York
$2.14M
3
CM
CM Management
Florida
$1.04M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$2.54M
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$88K +$6.22K +647 +8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$32K -$1.7K -176 -5%
Citigroup
28
Citigroup
New York
$17.3K +$16.5K +1,716 +2,093%
TRCT
29
Tower Research Capital (TRC)
New York
$16.5K +$13.6K +1,416 +464%
Bank of America
30
Bank of America
North Carolina
$15.8K +$15K +1,564 +1,907%
NI
31
NYL Investors
New York
$5.65K – – –
GI
32
GAMMA Investing
California
$1.75K +$1.75K +256 New
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.14K +$1.14K +119 New
Group One Trading
34
Group One Trading
Illinois
$836 – – –
UBS Group
35
UBS Group
Switzerland
$471 +$10 +1 +2%
Wells Fargo
36
Wells Fargo
California
$269 +$19 +2 +8%
SPIA
37
Steward Partners Investment Advisory
New York
$96 – – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$21 -$945 -90 -98%
Osaic Holdings
39
Osaic Holdings
Arizona
$19 -$19 -2 -50%
JFG
40
Jefferies Financial Group
New York
– -$2.26M -366,448 Closed
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
– -$124K -20,000 Closed
APCM
42
Arbiter Partners Capital Management
New York
– -$111K -17,959 Closed
Millennium Management
43
Millennium Management
New York
– -$71.9K -11,642 Closed
SOW
44
State of Wyoming
Wyoming
– -$13.5K -2,183 Closed
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
– -$9K -1,592 Closed
GI
46
Gradient Investments
Minnesota
– -$2.47K -400 Closed
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
– -$1.08K -175 Closed
RFA
48
Register Financial Advisors
Georgia
– -$49 -8 Closed
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