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Battalion Oil
BATL

41 hedge funds and large institutions have $8.74M invested in Battalion Oil in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

3% more funds holding

Funds holding: 40 → 41 (+1)

12.44% less ownership

Funds ownership: 42.74% → 30.31% (-12%)

72% less capital invested

Capital invested by funds: $31.2M → $8.74M (-$22.5M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
13
Reduced
3
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.41M
2
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
+$974K
3
UBS Group
UBS Group
Switzerland
+$807K
4
HighTower Advisors
HighTower Advisors
Illinois
+$252K
5
VF
Virtu Financial
New York
+$135K

Top Sellers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$7.02M
2
LM
Luminus Management
Texas
-$2.36M
3
Marshall Wace
Marshall Wace
United Kingdom
-$248K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$142K
5
EGM
Engineers Gate Manager
New York
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$2.04K +$3.03K +1,205 +524%
TC
27
Truvestments Capital
Florida
$1.97K – – –
EWA
28
EverSource Wealth Advisors
Alabama
$799 +$1.54K +610 New
Morgan Stanley
29
Morgan Stanley
New York
$794 -$126 -50 -8%
NI
30
NYL Investors
New York
$770 – – –
BWL
31
Bogart Wealth LLC
Virginia
$565 +$1.08K +431 New
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$328 – – –
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$126 – – –
Group One Trading
34
Group One Trading
Illinois
$97 – – –
VWA
35
VSM Wealth Advisory
Maryland
$66 – – –
SS
36
SBI Securities
Japan
$33 +$63 +25 New
KFP
37
Kerr Financial Planning
California
$21 +$15 +6 +60%
FF
38
Friedenthal Financial
New Jersey
$13 – – –
SPIA
39
Steward Partners Investment Advisory
New York
$13 – – –
IA
40
IFG Advisory
Georgia
$3 +$5 +2 New
Alyeska Investment Group
41
Alyeska Investment Group
Illinois
– -$7.02M -1,800,000 Closed
Marshall Wace
42
Marshall Wace
United Kingdom
– -$248K -63,645 Closed
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
– -$142K -36,359 Closed
BBA
44
Baader Bank Aktiengesellschaft
Germany
– -$64.8K -25,296 Closed
Citigroup
45
Citigroup
New York
– -$89.6K -22,979 Closed
Jane Street
46
Jane Street
New York
– -$72.3K -18,534 Closed
QT
47
Quantbot Technologies
New York
– -$9.26K -2,373 Closed
CIAM
48
Caitong International Asset Management
Hong Kong
– -$694 -178 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
– -$186 -48 Closed
1
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BATL Hedge Fund Activity: Q2 2026 in Review

41 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q2 2026, worth a combined $8.74M — down 72% from $31.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BATL positions and 9 closed out — a net gain of 1 holder — while 13 added to existing stakes and 3 trimmed.

The largest buyer was BlackRock, adding an estimated $1.41M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $7.02M sold.

  • 41 institutional investors held Battalion Oil (BATL) as of Q2 2026, up from 40 in Q1 2026.
  • Funds reported $8.74M of Battalion Oil stock for Q2 2026, down 72% quarter-over-quarter.
  • 10 funds opened new Battalion Oil positions in Q2 2026 and 9 closed out, a net change of +1 holder.
  • The largest Battalion Oil buyer in Q2 2026 was BlackRock, an estimated $1.41M added.
  • The largest Battalion Oil seller in Q2 2026 was Alyeska Investment Group, an estimated $7.02M sold.

Based on aggregated 13F filings for Q2 2026.