Battalion Oil Corp (BATL) Hedge Fund Ownership (Q2 2026)

Battalion Oil Corp (BATL)

38 + Investors. Track Smart Money conviction in BATL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BATL

Based on 38 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added BATL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (95% of max)

95% of all-time peak

38 hedge funds hold BATL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +41% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+41% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 64% buying

21 buying12 selling

Last quarter: 21 funds were net buyers (11 opened a brand new position + 10 added to an existing one). Only 12 were sellers (3 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 3 → 2 → 20 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 16% medium ■ 42% new

16 out of 38 hedge funds have held BATL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares -17%, value -72%

Value

-72%

-16%

Last quarter: funds added -17% more shares while total portfolio value only changed -72%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

6 → 3 → 2 → 20 → 11 new funds/Q

New funds entering each quarter: 3 → 2 → 20 → 11. A growing number of institutions are discovering BATL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 50% veterans vs 42% newcomers

■ 50% veterans ■ 8% 1-2yr ■ 42% new

Entry-cohort mix of 38 holders: 19 (50%) are 2+ year veterans, 3 entered 1–2 years ago, and 16 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds

11 of 38 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	38	36	5.56%
13F Shares	7M	8M	-16.82%
Total Value	$9M	$31M	-72.25%
New Positions	11	20	-9
Increased Positions	10	4	+6
Closed Positions	9	12	-3
Reduced Positions	3	4	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

5.56%

13F Shares

-16.82%

Total Value

$9M

$31M

-72.25%

New Positions

-9

Increased Positions

Closed Positions

-3

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

38 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BATL. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BATL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Luminus Management LLC	0.96%	1,069,455	$1.4M
2	Oaktree Capital Management LP	0.05%	3,009,912	$3.9M
3	Utah Retirement Systems	0.00%	189,842	$249K
4	B. Riley Wealth Advisors, Inc.	0.00%	15,000	$21K
5	Bridgeway Capital Management, LLC	0.00%	31,100	$41K
6	NYL Investors LLC	0.00%	588	—
7	Truvestments Capital LLC	0.00%	1,500	$2K
8	Engineers Gate Manager LP	0.00%	11,625	$15K
9	HighTower Advisors, LLC	0.00%	100,066	$131K
10	Tower Research Capital LLC (TRC)	0.00%	2,986	$4K
11	Osaic Holdings, INC.	0.00%	36,215	$47K
12	MAI Capital Management	0.00%	11,164	$15K
13	UBS Group AG	0.00%	320,704	$420K
14	EverSource Wealth Advisors, LLC	0.00%	610	—
15	KERR FINANCIAL PLANNING Corp	0.00%	16	—
16	Vanguard Fiduciary Trust Co	0.00%	74,201	$97K
17	Vanguard Capital Management LLC	0.00%	698,754	$915K
18	Bogart Wealth, LLC	0.00%	431	—
19	Two Sigma Investments, LP	0.00%	18,496	$24K
20	VSM Wealth Advisory, LLC	0.00%	50	—
21	BlackRock, Inc.	0.00%	746,048	$977K
22	MassMutual Private Wealth & Trust, FSB	0.00%	250	—
23	Friedenthal Financial	0.00%	6	—
24	Susquehanna International Group, LLP	0.00%	28,865	$38K
25	SBI Securities Co., Ltd.	0.00%	25	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Battalion Oil Corp (BATL)

What does the Smart Money Trend signal show for BATL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BATL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BATL?

More buyers than sellers — 64% buying: Last quarter: 21 funds were net buyers (11 opened a brand new position + 10 added to an existing one). Only 12 were sellers (3 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BATL holders?

Smaller funds dominant — 19% AUM from top-100: 11 of 38 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BATL?

42% of holders stayed for 2+ years: 16 out of 38 hedge funds have held BATL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Battalion Oil Corp (BATL)

Smart Money Signals — BATL

Buying streak — 3 quarters in a row

At the ownership peak (95% of max)

Fast accumulation — +41% more funds vs a year ago

More buyers than sellers — 64% buying

Fewer new buyers each quarter (-9 vs last Q)

42% of holders stayed for 2+ years

Buying through price weakness — shares -17%, value -72%

Growing discovery — still being found

Veteran-anchored — 50% veterans vs 42% newcomers

Smaller funds dominant — 19% AUM from top-100

Institutional Sentiment Summary — BATL

Hedge Fund Ownership: BATL

Market Analysis: BATL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BATL

Hedge Fund Positioning: BATL

Statistics: BATL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Battalion Oil Corp (BATL)

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