We are live on ! Find out more
BATL icon

Battalion Oil

42 hedge funds and large institutions have $124M invested in Battalion Oil in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

11% more funds holding

Funds holding: 3842 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.67% less ownership

Funds ownership: 89.94%88.27% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

55% less capital invested

Capital invested by funds: $273M → $124M (-$149M)

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
8
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LM
1
Luminus Management
Texas
$52.5M
OCM
2
Oaktree Capital Management
California
$25.7M
LIA
3
LSP Investment Advisors
New York
$20.2M
Goldman Sachs
4
Goldman Sachs
New York
$6.96M -$1.53M -95,130 -10%
LPC
5
Lion Point Capital
New York
$3.85M
JG
6
Jefferies Group
New York
$3.13M -$605K -37,700 -9%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$2.7M -$104K -6,446 -2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.39M +$201K +12,509 +5%
Morgan Stanley
9
Morgan Stanley
New York
$1.15M +$26.3K +1,636 +1%
CM
10
CM Management
Florida
$981K -$321K -20,000 -15%
BlackRock
11
BlackRock
New York
$589K +$987K +61,497 +815%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$583K +$1.1M +68,400 New
BCM
13
Bridgeway Capital Management
Texas
$508K
State Street
14
State Street
Massachusetts
$491K +$924K +57,527 New
JP Morgan Chase
15
JP Morgan Chase
New York
$406K -$1.62M -100,612 -68%
Renaissance Technologies
16
Renaissance Technologies
New York
$397K +$417K +26,000 +126%
ERSOT
17
Employees Retirement System of Texas
Texas
$325K -$1.73M -107,810 -74%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$292K +$250K +15,570 +84%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$209K -$81.2K -5,058 -17%
Northern Trust
20
Northern Trust
Illinois
$196K +$368K +22,907 New
APCM
21
Arbiter Partners Capital Management
New York
$153K
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$85K +$160K +9,959 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$28K -$1.27K -79 -2%
Deutsche Bank
24
Deutsche Bank
Germany
$21K +$40.2K +2,502 New
Bank of America
25
Bank of America
North Carolina
$20K +$37.6K +2,341 +14,631%

BATL Hedge Fund Activity: Q2 2022 in Review

42 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q2 2022, worth a combined $124M — down 55% from $273M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BATL positions and 10 closed out — a net gain of 4 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was New York State Common Retirement Fund, opening a new position worth an estimated $1.1M. The largest seller was Employees Retirement System of Texas, cutting an estimated $1.73M.

  • 42 institutional investors held Battalion Oil (BATL) as of Q2 2022, up from 38 in Q1 2022.
  • Funds reported $124M of Battalion Oil stock for Q2 2022, down 55% quarter-over-quarter.
  • 14 funds opened new Battalion Oil positions in Q2 2022 and 10 closed out, a net change of +4 holders.
  • The largest Battalion Oil buyer in Q2 2022 was New York State Common Retirement Fund, an estimated $1.1M added.
  • The largest Battalion Oil seller in Q2 2022 was Employees Retirement System of Texas, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2022.