undamentalytics Newsletter

Battalion OIL Corp: which funds bought and sold

Institutions that bought and sold Battalion OIL shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 22 institutions that filed 13F reports for both quarters added to or opened positions in Battalion OIL, and 12 cut or closed them. Together they sold a net 1.3M shares, −16.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.9M shares (−96.9%); index fund managers were net buyers of 1.0M shares (+152.6%). 10 opened a new position and 9 sold out entirely.

Bought, Q2 2026 22 institutions, 10 of them new holders Sold, Q2 2026 12 institutions, 9 of them sold out
Net change, all compared −1.3M shares (−16.7%)
Net change, active managers −1.9M shares (−96.9%), 1 bought, 6 sold

Buyers versus sellers

institutions compared, 49
Active managers and hedge funds 1 bought · 6 sold · −1.9M
Index fund managers 6 bought · 0 sold · +1.0M
Other institutions 15 bought · 6 sold · −441K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +559K +299.7% 746K $977,323
Vanguard Capital Management LLC Index funds +387K +124.0% 699K $915,368
UBS Group AG +321K +641308.0% 321K $420,122
Hightower Advisors, LLC +100K New position 100K $131,086
Virtu Financial LLC +54K New position 54K $70,000
Vanguard Fiduciary Trust Co Index funds +36K +93.0% 74K $97,203
Susquehanna International Group, LLP +29K New position 29K $37,813
Geode Capital Management, LLC Index funds +27K +29.6% 117K $153,669
Osaic Holdings, Inc. +25K +235.9% 36K $47,442
Vanguard Personalized Indexing Management, LLC Index funds +21K New position 21K $27,416
B. Riley Wealth Advisors, Inc. +15K New position 15K $21,300
Bridgeway Capital Management, LLC Active manager +15K +93.2% 31K $40,741
Mai Capital Management +11K New position 11K $14,625
Northern Trust Corp Index funds +5,973 +34.7% 23K $30,392
Alphagrep Uk Ltd +4,570 +16.4% 33K $42,585
Tower Research Capital LLC (TRC) +1,464 +96.2% 2,986 $3,912
Jpmorgan Chase & Co +1,205 +523.9% 1,435 $2,038
Eversource Wealth Advisors, LLC +610 New position 610 $799
Bogart Wealth, LLC +431 New position 431 $565
Sbi Securities Co., Ltd. +25 New position 25 $33

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Alyeska Investment Group, L.P. Hedge fund −1.8M Sold out 0 —
Luminus Management LLC −937K −46.7% 1.1M $1.4M
Marshall Wace, LLP Hedge fund −64K Sold out 0 —
Engineers Gate Manager LP Hedge fund −45K −79.4% 12K $15,229
Qube Research & Technologies Ltd Hedge fund −36K Sold out 0 —
Baader Bank Aktiengesellschaft −25K Sold out 0 —
Citigroup Inc −23K Sold out 0 —
Jane Street Group, LLC −19K Sold out 0 —
Quantbot Technologies LP Hedge fund −2,373 Sold out 0 —
Caitong International Asset Management Co., Ltd −178 Sold out 0 —
Morgan Stanley −50 −7.6% 606 $794
FMR LLC Active manager −48 Sold out 0 —

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Alyeska Investment Group, L.P.Hedge fund 1.8M $7M
Marshall Wace, LLPHedge fund 64K $248,216
Qube Research & Technologies LtdHedge fund 36K $141,800
Citigroup Inc 23K $89,618
Jane Street Group, LLC 19K $72,282
Baader Bank Aktiengesellschaft 25K $64,788
Quantbot Technologies LPHedge fund 2,373 $9,255
Caitong International Asset Management Co., Ltd 178 $694
FMR LLCActive manager 48 $186

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
40
Ten largest holders
95.6%
of 13F-reported shares
Index fund managers
25.7%
of 13F-reported shares
Active managers and hedge funds
0.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 1 6 0 5 −1.9M −96.9%
Index fund managers 6 0 1 0 +1.0M +152.6%
Other institutions 15 6 9 4 −441K −8.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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