Who Owns Battalion Oil Stock?
NYSE: BATLEnergyOil & Gas E&PUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 13.48%
- Held by insiders
- 3.12%
- Institutional holders
- 50
- Institutions 13.5%
- Insiders 3.1%
- Public and other 83.4%
Who owns Battalion Oil stock?
Institutional investors own about 13.5% of Battalion Oil's shares, spread across 50 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 3.12% of BATL.
The largest institutional holders are Oaktree Capital Management LP (18.58%), Luminus Management, LLC (6.60%) and Blackrock Inc. (4.60%). Together, the top 10 institutions control 39.4% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their BATL positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BATL
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Oaktree Capital Management LP | 3.01M | 18.58% | 0.0% |
| Luminus Management, LLC | 1.07M | 6.60% | -46.7% |
| Blackrock Inc. | 746.05K | 4.60% | +299.7% |
| Vanguard Capital Management LLC | 698.75K | 4.31% | +124.0% |
| UBS Group AG | 320.70K | 1.98% | +641308.0% |
| Utah Retirement Systems | 189.84K | 1.17% | 0.0% |
| Geode Capital Management, LLC | 117.25K | 0.72% | +29.6% |
| HighTower Advisors, LLC | 100.07K | 0.62% | +100.0% |
| Vanguard Fiduciary Trust Co | 74.20K | 0.46% | +93.0% |
| Virtu Financial LLC | 53.59K | 0.33% | +100.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BATL
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 542.65K | 3.35% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 86.62K | 0.53% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 68.94K | 0.43% |
| iShares Trust-iShares Micro-Cap ETF | 40.49K | 0.25% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 18.34K | 0.11% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 11.96K | 0.07% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | 2.79K | 0.02% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | 2.69K | 0.02% |
| John Hancock Variable Insurance Trust-Total Stock Market Index Trust | 396 | 0.00% |
| AB High Income Fund Inc | 135 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Battalion Oil?
Oaktree Capital Management LP is the largest institutional shareholder of BATL, owning 18.58% of shares outstanding (3.01M shares) as of its latest 13F filing.
What percentage of Battalion Oil is owned by institutions?
Institutions own about 13.5% of BATL shares and 13.9% of the public float.
How much of Battalion Oil do insiders own?
Insiders, such as officers and directors, own about 3.12% of BATL shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.