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Battalion Oil

41 hedge funds and large institutions have $8.74M invested in Battalion Oil in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

3% more funds holding

Funds holding: 4041 (+1)

12.44% less ownership

Funds ownership: 42.74%30.31% (-12%)

72% less capital invested

Capital invested by funds: $31.2M → $8.74M (-$22.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
13
Reduced
3
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$3.94M
LM
2
Luminus Management
Texas
$1.4M -$2.36M -937,053 -47%
BlackRock
3
BlackRock
New York
$977K +$1.41M +559,382 +300%
Vanguard Capital Management
4
Vanguard Capital Management
Pennsylvania
$915K +$974K +386,781 +124%
UBS Group
5
UBS Group
Switzerland
$420K +$807K +320,654 +641,308%
URS
6
Utah Retirement Systems
Utah
$249K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$154K +$67.4K +26,763 +30%
HighTower Advisors
8
HighTower Advisors
Illinois
$131K +$252K +100,066 New
Vanguard Fiduciary Trust
9
Vanguard Fiduciary Trust
Pennsylvania
$97.2K +$90K +35,751 +93%
VF
10
Virtu Financial
New York
$70K +$135K +53,590 New
Osaic Holdings
11
Osaic Holdings
Arizona
$47.4K +$64K +25,432 +236%
State Street
12
State Street
Massachusetts
$44.4K
AU
13
AlphaGrep UK
$42.6K +$11.5K +4,570 +16%
BCM
14
Bridgeway Capital Management
Texas
$40.7K +$37.8K +15,000 +93%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$37.8K +$72.7K +28,865 New
Northern Trust
16
Northern Trust
Illinois
$30.4K +$15K +5,973 +35%
Vanguard Personalized Indexing Management
17
Vanguard Personalized Indexing Management
California
$27.4K +$52.7K +20,928 New
Two Sigma Investments
18
Two Sigma Investments
New York
$24.2K
BRWA
19
B. Riley Wealth Advisors
Florida
$21.3K +$37.8K +15,000 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$19.3K
EGM
21
Engineers Gate Manager
New York
$15.2K -$113K -44,804 -79%
MCM
22
MAI Capital Management
Ohio
$14.6K +$28.1K +11,164 New
Vanguard Global Advisers
23
Vanguard Global Advisers
Pennsylvania
$4.87K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4K +$232 +92 +3%
TRCT
25
Tower Research Capital (TRC)
New York
$3.91K +$3.69K +1,464 +96%

BATL Hedge Fund Activity: Q2 2026 in Review

41 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Battalion Oil (BATL) for Q2 2026, worth a combined $8.74M — down 72% from $31.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BATL positions and 9 closed out — a net gain of 1 holder — while 13 added to existing stakes and 3 trimmed.

The largest buyer was BlackRock, adding an estimated $1.41M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $7.02M sold.

  • 41 institutional investors held Battalion Oil (BATL) as of Q2 2026, up from 40 in Q1 2026.
  • Funds reported $8.74M of Battalion Oil stock for Q2 2026, down 72% quarter-over-quarter.
  • 10 funds opened new Battalion Oil positions in Q2 2026 and 9 closed out, a net change of +1 holder.
  • The largest Battalion Oil buyer in Q2 2026 was BlackRock, an estimated $1.41M added.
  • The largest Battalion Oil seller in Q2 2026 was Alyeska Investment Group, an estimated $7.02M sold.

Based on aggregated 13F filings for Q2 2026.