Battalion Oil Corp (BATL): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Battalion Oil Corp (BATL) following the 2026 Q1 hedge fund 13F filings?

As of today, BATL has moved -46.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -9.5% for the XLE sector ETF — an outperformance of -36.7%. Since the quarter end (March 31, 2026), BATL gained -69.2% vs -12.2% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Battalion Oil Corp (BATL)

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

Smart Money Signals — BATL

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 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.

📊

High ownership — 90% of 3.0Y peak

90% of all-time peak

36 funds currently hold this stock — 90% of the 3.0-year high of 40 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+24% 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 — 60% buying

24 buying16 selling

Last quarter: 24 funds were net buyers (20 opened a brand new position + 4 added to an existing one). Only 16 were sellers (4 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter

Funds opening a new BATL position: 6 → 3 → 2 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 19% medium ■ 36% new

16 out of 36 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.

💰

Price up while funds trimmed (+121% value, -36% shares)

Value

+120%

-36%

Last quarter: total value of institutional BATL holdings rose +121% even though funds reduced share count by 36%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

🚀

Acceleration phase — new buyers rushing in

2 → 6 → 3 → 2 → 20 new funds/Q

New funds entering each quarter: 6 → 3 → 2 → 20. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 58% veterans vs 36% newcomers

■ 58% veterans ■ 6% 1-2yr ■ 36% new

Entry-cohort mix of 36 holders: 21 (58%) are 2+ year veterans, 2 entered 1–2 years ago, and 13 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

11 of 36 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q1)	Prior (2025 Q4)	Change
Funds Holding	36	28	28.57%
13F Shares	8M	12M	-36.03%
Total Value	$31M	$14M	120.55%
New Positions	20	2	+18
Increased Positions	4	5	-1
Closed Positions	12	1	+11
Reduced Positions	4	7	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

28.57%

13F Shares

12M

-36.03%

Total Value

$31M

$14M

120.55%

New Positions

+18

Increased Positions

-1

Closed Positions

+11

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

36 + 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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Luminus Management LLC	4.73%	2,006,508	$7.8M
2	Oaktree Capital Management LP	0.19%	3,009,912	$11.7M
3	Alyeska Investment Group, L.P.	0.02%	1,800,000	$7.0M
4	Utah Retirement Systems	0.01%	189,842	$740K
5	Baader Bank Aktiengesellschaft	0.01%	25,296	$65K
6	Engineers Gate Manager LP	0.00%	56,429	$220K
7	Bridgeway Capital Management, LLC	0.00%	16,100	$63K
8	Truvestments Capital LLC	0.00%	1,500	$6K
9	NYL Investors LLC	0.00%	588	$2K
10	Quantbot Technologies LP	0.00%	2,373	$9K
11	Marshall Wace, LLP	0.00%	63,645	$248K
12	Qube Research & Technologies Ltd	0.00%	36,359	$142K
13	Tower Research Capital LLC (TRC)	0.00%	1,522	$6K
14	Caitong International Asset Management Co., Ltd	0.00%	178	—
15	Osaic Holdings, INC.	0.00%	10,783	$42K
16	VSM Wealth Advisory, LLC	0.00%	50	—
17	Two Sigma Investments, LP	0.00%	18,496	$72K
18	KERR FINANCIAL PLANNING Corp	0.00%	10	—
19	Vanguard Fiduciary Trust Co	0.00%	38,450	$150K
20	Citigroup Inc	0.00%	22,979	$90K
21	Vanguard Capital Management LLC	0.00%	311,973	$1.2M
22	MassMutual Private Wealth & Trust, FSB	0.00%	250	—
23	Friedenthal Financial	0.00%	6	—
24	BlackRock, Inc.	0.00%	186,666	$728K
25	Jane Street Group, LLC	0.00%	18,534	$72K

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 — 2 quarters in a row: For 2 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 — 60% buying: Last quarter: 24 funds were net buyers (20 opened a brand new position + 4 added to an existing one). Only 16 were sellers (4 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BATL holders?

Smaller funds dominant — 3% AUM from top-100: 11 of 36 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BATL?

44% of holders stayed for 2+ years: 16 out of 36 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.

Is it too late to buy Battalion Oil Corp (BATL) following the 2026 Q1 hedge fund 13F filings?

As of today, BATL has moved -46.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -9.5% for the XLE sector ETF — an outperformance of -36.7%. Since the quarter end (March 31, 2026), BATL has gained -69.2% vs -12.2% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 — 2 quarters in a row

High ownership — 90% of 3.0Y peak

Fast accumulation — +24% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+18 vs last Q)

44% of holders stayed for 2+ years

Price up while funds trimmed (+121% value, -36% shares)

Acceleration phase — new buyers rushing in

Veteran-anchored — 58% veterans vs 36% newcomers

Smaller funds dominant — 3% 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

Is It Too Late to Buy Battalion Oil Corp (BATL) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BATL

Statistics: BATL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Battalion Oil Corp (BATL)

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