We are live on ! Find out more
BATL icon

Battalion Oil

34 hedge funds and large institutions have $89M invested in Battalion Oil in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more capital invested

Capital invested by funds: $44.5M → $89M (+$44.6M)

0.2% more ownership

Funds ownership: 80.89%81.09% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less funds holding

Funds holding: 3734 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
3
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LM
1
Luminus Management
Texas
$41M
OCM
2
Oaktree Capital Management
California
$20.1M
LIA
3
LSP Investment Advisors
New York
$15.8M
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.89M
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$1.67M -$23.6K -6,275 -2%
VAM
6
Vazirani Asset Management
New York
$1.67M +$938K +250,000 New
CM
7
CM Management
Florida
$934K
Morgan Stanley
8
Morgan Stanley
New York
$880K -$135 -36 -0%
CM
9
Crystalline Management
Canada
$667K -$191 -51 -0.1%
FIA
10
FNY Investment Advisers
New York
$500K +$281K +74,984 New
DTL
11
Dynamic Technology Lab
Singapore
$466K -$362K -96,476 -58%
AGM
12
Alpine Global Management
New York
$462K +$154K +41,103 +146%
YCM
13
Yakira Capital Management
Connecticut
$424K
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$416K -$1.73K -461 -0.7%
Squarepoint
15
Squarepoint
New York
$385K +$217K +57,783 New
PCM
16
Prelude Capital Management
New York
$369K +$208K +55,388 New
Marshall Wace
17
Marshall Wace
United Kingdom
$334K -$168K -44,651 -47%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$248K +$7.32K +1,949 +6%
Millennium Management
19
Millennium Management
New York
$220K -$23 -6 -0%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$157K -$41.3K -11,015 -32%
RC
21
RBF Capital
California
$133K
Goldman Sachs
22
Goldman Sachs
New York
$89K -$276K -73,514 -85%
State Street
23
State Street
Massachusetts
$81.5K
BlackRock
24
BlackRock
New York
$57.4K -$267 -71 -0.8%
OAM
25
Oxford Asset Management
United Kingdom
$27.3K +$15.4K +4,100 New

BATL Hedge Fund Activity: Q3 2024 in Review

34 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q3 2024, worth a combined $89M — up 100% from $44.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BATL and 5 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 3 added.

The largest buyer was Vazirani Asset Management, opening a new position worth an estimated $938K. The largest seller was Dynamic Technology Lab, cutting an estimated $362K.

  • 34 institutional investors held Battalion Oil (BATL) as of Q3 2024, down from 37 in Q2 2024.
  • Funds reported $89M of Battalion Oil stock for Q3 2024, up 100% quarter-over-quarter.
  • 5 funds opened new Battalion Oil positions in Q3 2024 and 8 closed out, a net change of -3 holders.
  • The largest Battalion Oil buyer in Q3 2024 was Vazirani Asset Management, an estimated $938K added.
  • The largest Battalion Oil seller in Q3 2024 was Dynamic Technology Lab, an estimated $362K sold.

Based on aggregated 13F filings for Q3 2024.