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Battalion Oil
BATL

Overview Fund Activity

46 hedge funds and large institutions have $93.9M invested in Battalion Oil in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
18
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$922K
2
LPC
2
Lion Point Capital
New York
$2.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.94M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$362K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$235K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.06M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$0
3
BlackRock
3
BlackRock
New York
$394K
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$348K
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LM
1
Luminus Management
Texas
$40.4M – – –
OCM
2
Oaktree Capital Management
California
$19.8M – – –
LIA
3
LSP Investment Advisors
New York
$15.6M – – –
Goldman Sachs
4
Goldman Sachs
New York
$4.06M -$2.03M -308,438 -33%
LPC
5
Lion Point Capital
New York
$2.5M +$130K +19,840 +5%
JFG
6
Jefferies Financial Group
New York
$2.41M – – –
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$2M -$32.1K -4,891 -2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.94M +$106K +16,155 +6%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$922K +$757K +89,680 +458%
Morgan Stanley
10
Morgan Stanley
New York
$875K +$6.31K +961 +0.7%
CM
11
CM Management
Florida
$821K – – –
BCM
12
Bridgeway Capital Management
Texas
$398K – – –
BlackRock
13
BlackRock
New York
$394K -$218K -33,139 -36%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$362K +$73.5K +10,145 +25%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$348K -$68.1K -10,379 -16%
State Street
16
State Street
Massachusetts
$249K – – –
Geode Capital Management
17
Geode Capital Management
Massachusetts
$235K +$67.8K +10,321 +41%
Northern Trust
18
Northern Trust
Illinois
$146K -$11K -1,669 -7%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$131K – – –
APCM
20
Arbiter Partners Capital Management
New York
$118K – – –
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$64K – – –
GCM
22
Gladius Capital Management
Illinois
$23.3K +$1.21K +184 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$23K -$2.43K -374 -10%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$17.3K +$17.3K +2,639 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$15K +$5.18K +783 +53%
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