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Battalion Oil

33 hedge funds and large institutions have $22.4M invested in Battalion Oil in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1.88% less ownership

Funds ownership: 81.09%79.21% (-1.9%)

3% less funds holding

Funds holding: 3433 (-1)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

75% less capital invested

Capital invested by funds: $89M → $22.4M (-$66.6M)

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
5
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LM
1
Luminus Management
Texas
$10.6M
OCM
2
Oaktree Capital Management
California
$5.18M
LIA
3
LSP Investment Advisors
New York
$4.08M
Vanguard Group
4
Vanguard Group
Pennsylvania
$487K
AGM
5
Alpine Global Management
New York
$430K +$881K +180,678 +261%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$423K -$25.9K -5,320 -2%
CM
7
CM Management
Florida
$232K -$24.4K -5,000 -4%
Morgan Stanley
8
Morgan Stanley
New York
$227K -$24 -5 -0%
VAM
9
Vazirani Asset Management
New York
$147K -$801K -164,269 -66%
YCM
10
Yakira Capital Management
Connecticut
$109K
FIA
11
FNY Investment Advisers
New York
$86K -$122K -24,984 -33%
GF
12
Gabelli Funds
New York
$82.9K +$235K +48,185 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$64.8K +$2.15K +440 +1%
GCIA
14
Gabelli & Co Investment Advisers
New York
$58.7K +$167K +34,150 New
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$40.7K
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$37.1K -$199K -40,848 -65%
RC
17
RBF Capital
California
$34.4K
XT
18
XTX Topco
Cayman Islands
$33.4K +$94.8K +19,433 New
Goldman Sachs
19
Goldman Sachs
New York
$23.8K +$2.32K +476 +4%
State Street
20
State Street
Massachusetts
$20.3K -$1.95K -400 -3%
BlackRock
21
BlackRock
New York
$17.5K +$7.52K +1,541 +18%
PCM
22
Prelude Capital Management
New York
$17.2K -$221K -45,388 -82%
Barclays
23
Barclays
United Kingdom
$12.2K +$34.5K +7,067 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6K
NI
25
NYL Investors
New York
$1.01K

BATL Hedge Fund Activity: Q4 2024 in Review

33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q4 2024, worth a combined $22.4M — down 75% from $89M a quarter earlier.

Fund positioning in BATL was balanced in Q4 2024: 6 funds opened new positions, 6 closed out, 5 added to existing stakes and 9 trimmed.

The largest buyer was Alpine Global Management, adding an estimated $881K. The largest seller was Vazirani Asset Management, cutting an estimated $801K.

  • 33 institutional investors held Battalion Oil (BATL) as of Q4 2024, down from 34 in Q3 2024.
  • Funds reported $22.4M of Battalion Oil stock for Q4 2024, down 75% quarter-over-quarter.
  • 6 funds opened new Battalion Oil positions in Q4 2024 and 6 closed out, a net change of 0 holders.
  • The largest Battalion Oil buyer in Q4 2024 was Alpine Global Management, an estimated $881K added.
  • The largest Battalion Oil seller in Q4 2024 was Vazirani Asset Management, an estimated $801K sold.

Based on aggregated 13F filings for Q4 2024.