AI summary pending
View Full Filing (SEC EDGAR)Battalion Oil CORP
$1.05+1.9%
+$842.0K
Net Activity
-16.55% total shares
Institutions Holding
42
Popularity Rank
#6625
Avg Weight
0.02%
Total Value
$8.7M
Market Cap
$17.3M
42 institutions currently hold BATL, with 24 net buyers and 12 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
12
Net Buying Institutions
24
Top 5 by Value
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Across its top 20 institutional holders, BATL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 37/100).
BATL ranks #6625 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
BATL is a disclosed holding of Howard Marks (Oaktree Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.
42 institutions disclose a position in BATL, but none treat it as a major bet — even Luminus Management LLC, its most concentrated holder, allocates just 1.0% of its own portfolio to it.
MassMutual Private Wealth & Trust, FSB has trimmed its BATL position for two straight quarters, cutting it by $712.0 while still holding $263.0.
BATL reported a net loss of $39.9M over the trailing twelve months.
+$2.1M
Total Buy Value
$8.9M
Total Sell Value
24
Net Buyers
12
Net Sellers
BATL
Q2 2026
Top 5 Institutional Movers
-$6.4M
-$491.7K
+$419.9K
BATL does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
2
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| OCM HLCN Holdings, L.P. | 13D/A | 2026-08-17 | 19.4% |
| Alyeska Investment Group, L.P. | 13G/A | 2026-08-14 | 0.0% |
| GEN IV INVESTMENT OPPORTUNITIES, LLC | 13D/A | 2026-08-07 | 14.1% |
5
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)Battalion Oil (BATL) signed a deal with Gen IV Investment Opportunities on August 7, 2026. The company will pay $19 million to buy back 5,138 Series A preferred shares and 6,578.11 Series A-1 preferred shares from Gen IV. At the same time, Gen IV will convert its remaining preferred stakes — including Series A-1, A-2, A-3, and A-4 — into 3,494,258 common shares. After the deal closes, Gen IV won't hold any Battalion preferred stock, and the repurchased shares will be canceled. The two sides also agreed to a voting and lock-up arrangement where Gen IV supports the company's director nominees and auditor for 12 months and is subject to a lock-up.
View Full Filing (SEC EDGAR)07134L107
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
6,178
Total reported value
$2.9T
Held by 6178 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,841
Total reported value
$1.8T
Held by 5841 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,283
Total reported value
$1.3T
Held by 5283 institutions — one of the most-tracked stocks on AlphaSMO
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