We are live on ! Find out more
BATL icon

Battalion Oil

27 hedge funds and large institutions have $139M invested in Battalion Oil in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more capital invested

Capital invested by funds: $68.5M → $139M (+$70.9M)

0.01% less ownership

Funds ownership: 90.61%90.6% (-0.01%)

10% less funds holding

Funds holding: 3027 (-3)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
4
Increased
2
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LM
1
Luminus Management
Texas
$58.4M
OCM
2
Oaktree Capital Management
California
$28.6M
LIA
3
LSP Investment Advisors
New York
$22.5M
LPC
4
Lion Point Capital
New York
$13.6M
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.4M +$2.96M +463,508 New
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$3.49M -$18.8K -2,947 -0.8%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.4M -$13.2K -2,061 -0.8%
MIM
8
MetLife Investment Management
New Jersey
$1.82M
ERSOT
9
Employees Retirement System of Texas
Texas
$1.37M
Morgan Stanley
10
Morgan Stanley
New York
$1.26M +$2.54K +398 +0.3%
SA
11
SoftVest Advisors
Texas
$448K
Millennium Management
12
Millennium Management
New York
$291K +$196K +30,606 New
BCM
13
Bridgeway Capital Management
Texas
$234K +$157K +24,600 New
APCM
14
Arbiter Partners Capital Management
New York
$177K -$691 -108 -0.6%
BlackRock
15
BlackRock
New York
$129K +$69.7K +10,892 +406%
Goldman Sachs
16
Goldman Sachs
New York
$127K
NGA
17
New Generation Advisors
Massachusetts
$90K -$589K -92,092 -91%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$32K
NI
19
NYL Investors
New York
$6K
UBS Group
20
UBS Group
Switzerland
$3K +$2.03K +318 New
Bank of America
21
Bank of America
North Carolina
$1K -$1.56M -243,506 -100%
Group One Trading
22
Group One Trading
Illinois
$1K
Wells Fargo
23
Wells Fargo
California
$1K
SPCM
24
Sound Point Capital Management
New York
-$475K -101,641 Closed
Franklin Resources
25
Franklin Resources
California
-$54K -11,580 Closed

BATL Hedge Fund Activity: Q2 2020 in Review

27 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q2 2020, worth a combined $139M — up 103% from $68.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BATL and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 2 added.

The largest buyer was Vanguard Group, opening a new position worth an estimated $2.96M. The largest seller was Bank of America, cutting an estimated $1.56M.

  • 27 institutional investors held Battalion Oil (BATL) as of Q2 2020, down from 30 in Q1 2020.
  • Funds reported $139M of Battalion Oil stock for Q2 2020, up 103% quarter-over-quarter.
  • 4 funds opened new Battalion Oil positions in Q2 2020 and 5 closed out, a net change of -1 holder.
  • The largest Battalion Oil buyer in Q2 2020 was Vanguard Group, an estimated $2.96M added.
  • The largest Battalion Oil seller in Q2 2020 was Bank of America, an estimated $1.56M sold.

Based on aggregated 13F filings for Q2 2020.