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Battalion Oil
BATL

31 hedge funds and large institutions have $142M invested in Battalion Oil in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $141M → $142M (+$622K)

0% more funds holding

Funds holding: 31 → 31 (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: 3 | Existing positions closed: 3

0.25% less ownership

Funds ownership: 89.27% → 89.03% (-0.25%)

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

Holders
31
Holders Change
–
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
2
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$6.38M
2
CM
CM Management
Florida
+$51K
3
UBS Group
UBS Group
Switzerland
+$7.35K
4
TRCT
Tower Research Capital (TRC)
New York
+$4.44K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$21

Top Sellers

Rank Fund Capital Flow
1
LPC
Lion Point Capital
New York
-$6.38M
2
Jane Street
Jane Street
New York
-$144K
3
Millennium Management
Millennium Management
New York
-$141K
4
Renaissance Technologies
Renaissance Technologies
New York
-$51K
5
Bank of America
Bank of America
North Carolina
-$45.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
LM
1
Luminus Management
Texas
$60.3M – – –
OCM
2
Oaktree Capital Management
California
$29.5M – – –
LIA
3
LSP Investment Advisors
New York
$23.2M – – –
Goldman Sachs
4
Goldman Sachs
New York
$6.02M +$6.38M +601,087 +4,506%
JG
5
Jefferies Group
New York
$4.9M – – –
LPC
6
Lion Point Capital
New York
$3.46M -$6.38M -601,084 -63%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$3.42M -$15.3K -1,437 -0.4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.67M -$13.2K -1,240 -0.5%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.08M -$26.5K -2,500 -1%
ERSOT
10
Employees Retirement System of Texas
Texas
$1.43M – – –
Morgan Stanley
11
Morgan Stanley
New York
$1.3M – – –
CM
12
CM Management
Florida
$1.21M +$51K +4,808 +4%
BCM
13
Bridgeway Capital Management
Texas
$584K – – –
Geode Capital Management
14
Geode Capital Management
Massachusetts
$482K -$15.8K -1,490 -3%
SA
15
SoftVest Advisors
Texas
$463K – – –
State Street
16
State Street
Massachusetts
$297K – – –
APCM
17
Arbiter Partners Capital Management
New York
$176K – – –
Renaissance Technologies
18
Renaissance Technologies
New York
$164K -$51K -4,800 -22%
Northern Trust
19
Northern Trust
Illinois
$140K – – –
BlackRock
20
BlackRock
New York
$94K -$12.7K -1,193 -11%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$33K -$11 -1 -0%
UBS Group
22
UBS Group
Switzerland
$7K +$7.35K +692 New
NI
23
NYL Investors
New York
$6K – – –
TRCT
24
Tower Research Capital (TRC)
New York
$4K +$4.44K +418 New
Group One Trading
25
Group One Trading
Illinois
$1K – – –
1
2

BATL Hedge Fund Activity: Q4 2021 in Review

31 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q4 2021, worth a combined $142M — up 0.44% from $141M a quarter earlier.

Fund positioning in BATL was balanced in Q4 2021: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 10 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.38M. The largest seller was Lion Point Capital, cutting an estimated $6.38M.

  • 31 institutional investors held Battalion Oil (BATL) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $142M of Battalion Oil stock for Q4 2021, up 0.44% quarter-over-quarter.
  • 3 funds opened new Battalion Oil positions in Q4 2021 and 3 closed out, a net change of 0 holders.
  • The largest Battalion Oil buyer in Q4 2021 was Goldman Sachs, an estimated $6.38M added.
  • The largest Battalion Oil seller in Q4 2021 was Lion Point Capital, an estimated $6.38M sold.

Based on aggregated 13F filings for Q4 2021.