Battalion Oil
BATL
40 hedge funds and large institutions have $136M invested in Battalion Oil in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
38% more capital inflows, than outflows
Capital inflows: $5.34M | Capital outflows: $3.87M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more funds holding
Funds holding: 36 → 40 (+4)
1.37% more ownership
Funds ownership: 84.73% → 86.1% (+1.4%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Beryl Capital Management
Redondo Beach,
California
|
+$2.37M |
| 2 |
Anson Funds Management
Dallas,
Texas
|
+$614K |
| 3 |
EHP Funds Inc
Toronto,
Canada
|
+$502K |
| 4 |
CM
Crystalline Management
Montreal, Quebec,
Canada
|
+$346K |
| 5 |
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$325K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jefferies Financial Group
New York
|
-$2.26M |
| 2 |
LPC
Lion Point Capital
New York
|
-$1M |
| 3 |
CM
CM Management
Gulf Breeze,
Florida
|
-$168K |
| 4 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$124K |
| 5 |
Arbiter Partners Capital Management
New York
|
-$111K |
BATL Hedge Fund Activity: Q4 2023 in Review
40 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q4 2023, worth a combined $136M — up 58% from $86.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BATL positions and 9 closed out — a net gain of 4 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Beryl Capital Management, opening a new position worth an estimated $2.37M. The largest seller was Jefferies Financial Group, exiting entirely with an estimated $2.26M sold.
- 40 institutional investors held Battalion Oil (BATL) as of Q4 2023, up from 36 in Q3 2023.
- Funds reported $136M of Battalion Oil stock for Q4 2023, up 58% quarter-over-quarter.
- 13 funds opened new Battalion Oil positions in Q4 2023 and 9 closed out, a net change of +4 holders.
- The largest Battalion Oil buyer in Q4 2023 was Beryl Capital Management, an estimated $2.37M added.
- The largest Battalion Oil seller in Q4 2023 was Jefferies Financial Group, an estimated $2.26M sold.
Based on aggregated 13F filings for Q4 2023.