Battalion Oil
BATL
43 hedge funds and large institutions have $141M invested in Battalion Oil in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
0% more funds holding
Funds holding: 43 → 43 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.52% less ownership
Funds ownership: 88.92% → 88.4% (-0.52%)
18% less capital invested
Capital invested by funds: $173M → $141M (-$31.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
+$4.35M |
| 2 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$238K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$233K |
| 4 |
LPC
Lion Point Capital
New York
|
+$97.4K |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$70.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$671K |
| 2 |
JP Morgan Chase
New York
|
-$414K |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$61.3K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$52.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$10.2K |
BATL Hedge Fund Activity: Q4 2022 in Review
43 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q4 2022, worth a combined $141M — down 18% from $173M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BATL positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $4.35M. The largest seller was Goldman Sachs, cutting an estimated $671K.
- 43 institutional investors held Battalion Oil (BATL) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $141M of Battalion Oil stock for Q4 2022, down 18% quarter-over-quarter.
- 4 funds opened new Battalion Oil positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest Battalion Oil buyer in Q4 2022 was Jefferies Financial Group, an estimated $4.35M added.
- The largest Battalion Oil seller in Q4 2022 was Goldman Sachs, an estimated $671K sold.
Based on aggregated 13F filings for Q4 2022.