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Battalion Oil

30 hedge funds and large institutions have $68.5M invested in Battalion Oil in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

90.61% more ownership

Funds ownership: 0%90.61% (+91%)

Holders
30
Holders Change
+30
Holders Change %
% of All Funds
0.66%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.09%
New
30
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LM
1
Luminus Management
Texas
$28.8M +$36.5M +6,151,448 New
OCM
2
Oaktree Capital Management
California
$14.1M +$17.9M +3,009,912 New
LIA
3
LSP Investment Advisors
New York
$11.1M +$14.1M +2,369,769 New
LPC
4
Lion Point Capital
New York
$6.68M +$8.49M +1,429,976 New
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$1.73M +$2.2M +370,009 New
JP Morgan Chase
6
JP Morgan Chase
New York
$1.19M +$1.52M +255,260 New
Bank of America
7
Bank of America
North Carolina
$1.14M +$1.45M +243,592 New
MIM
8
MetLife Investment Management
New Jersey
$896K +$1.14M +191,620 New
ERSOT
9
Employees Retirement System of Texas
Texas
$657K +$867K +145,919 New
Morgan Stanley
10
Morgan Stanley
New York
$617K +$784K +132,021 New
NGA
11
New Generation Advisors
Massachusetts
$475K +$603K +101,548 New
SPCM
12
Sound Point Capital Management
New York
$475K +$604K +101,641 New
SCM
13
Schneider Capital Management
Pennsylvania
$300K +$381K +64,111 New
SA
14
SoftVest Advisors
Texas
$221K +$280K +47,199 New
APCM
15
Arbiter Partners Capital Management
New York
$88K +$112K +18,790 New
Goldman Sachs
16
Goldman Sachs
New York
$62K +$79.2K +13,340 New
Franklin Resources
17
Franklin Resources
California
$54K +$68.8K +11,580 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$15K +$19.7K +3,320 New
BlackRock
19
BlackRock
New York
$13K +$15.9K +2,686 New
LMGAM
20
Liberty Mutual Group Asset Management
Massachusetts
$9K +$11.1K +1,872 New
NI
21
NYL Investors
New York
$3K +$3.49K +588 New
Wells Fargo
22
Wells Fargo
California
$1K +$730 +123 New
WWM
23
Willingdon Wealth Management
North Carolina
+$6 +1 New
Osaic Holdings
24
Osaic Holdings
Arizona
+$12 +2 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
+$18 +3 New

BATL Hedge Fund Activity: Q1 2020 in Review

30 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q1 2020, worth a combined $68.5M.

Buyers outnumbered sellers: 30 funds opened new BATL positions and 0 closed out — a net gain of 30 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Luminus Management, opening a new position worth an estimated $36.5M.

  • 30 institutional investors held Battalion Oil (BATL) as of Q1 2020, up from 0 in Q4 2019.
  • Funds reported $68.5M of Battalion Oil stock for Q1 2020.
  • 30 funds opened new Battalion Oil positions in Q1 2020 and 0 closed out, a net change of +30 holders.
  • The largest Battalion Oil buyer in Q1 2020 was Luminus Management, an estimated $36.5M added.

Based on aggregated 13F filings for Q1 2020.