BATL Institutional Ownership
Battalion Oil Corporation
1W: +3.7%
1M: -19.4%
3M: -43.8%
YTD: -28.2%
1Y: -33.8%
3Y: -86.0%
5Y: -91.4%
$0.85
-0.00 (-0.14%)
Weekly Expected Move ±15.3%
$1
$1
$1
$1
$1
Credit Risk of going bust: higher than 99% of companies Debt: 89.4% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the riskiest tenth, about 1 in 20 filed for bankruptcy within a year (2020-2025).
On these numbers the stock market already values Battalion Oil Corporation at less than the debt the model counts.
Total debt $158.9M against a stock market value of $18.8M.
Distance to default -1.11 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $80.1M (short-term plus half of long-term), stock volatility 231.0%; Altman Z'' -0.98. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
On these numbers the stock market already values Battalion Oil Corporation at less than the debt the model counts.
Total debt $158.9M against a stock market value of $18.8M.
Distance to default -1.11 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $80.1M (short-term plus half of long-term), stock volatility 231.0%; Altman Z'' -0.98. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — BATL
50
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$9M
Total Invested
11
New Positions
12
Increased
12
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (61 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OAKTREE CAPITAL MANAGEMENT LP | 3,009,912 | $3M | — | +0.0% | 26Q | SEC ↗ |
| 2 | LUMINUS MANAGEMENT LLC | 1,069,455 | $913K | -937,053 | -46.7% | 26Q | SEC ↗ |
| 3 | BlackRock, Inc. | 746,048 | $637K | +559,382 | +299.7% | 8Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 698,754 | $597K | +386,781 | +124.0% | 2Q | SEC ↗ |
| 5 | UBS Group AG | 320,704 | $274K | +320,654 | +641308.0% | 19Q | SEC ↗ |
| 6 | Utah Retirement Systems | 189,842 | $162K | — | +0.0% | 2Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 117,245 | $100K | +26,763 | +29.6% | 22Q | SEC ↗ |
| 8 | HighTower Advisors, LLC NEW | 100,066 | $85K | — | +0.0% | 1Q | SEC ↗ |
| 9 | VANGUARD FIDUCIARY TRUST CO | 74,201 | $63K | +35,751 | +93.0% | 2Q | SEC ↗ |
| 10 | Virtu Financial LLC NEW | 53,590 | $46K | — | +0.0% | 1Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 36,215 | $31K | +25,432 | +235.9% | 2Q | SEC ↗ |
| 12 | STATE STREET CORP | 33,906 | $29K | — | +0.0% | 10Q | SEC ↗ |
| 13 | AlphaGrep UK Ltd | 32,508 | $28K | +4,570 | +16.4% | 2Q | SEC ↗ |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 31,100 | $27K | +15,000 | +93.2% | 4Q | SEC ↗ |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 28,865 | $25K | — | +0.0% | 1Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 23,200 | $20K | +5,973 | +34.7% | 2Q | SEC ↗ |
| 17 | Vanguard Personalized Indexing Managem NEW | 20,928 | $18K | — | +0.0% | 1Q | SEC ↗ |
| 18 | TWO SIGMA INVESTMENTS, LP | 18,496 | $16K | — | +0.0% | 4Q | SEC ↗ |
| 19 | B. Riley Wealth Advisors, Inc. NEW | 15,000 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 20 | DIMENSIONAL FUND ADVISORS LP | 14,691 | $13K | — | +0.0% | 18Q | SEC ↗ |
| 21 | Cygnus Capital Advisors, LLC NEW | 11,958 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Engineers Gate Manager LP | 11,625 | $10K | -44,804 | -79.4% | 2Q | SEC ↗ |
| 23 | MAI Capital Management NEW | 11,164 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Vanguard Global Advisers, LLC | 3,714 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 3,319 | $3K | — | +0.0% | 26Q | SEC ↗ |
| 26 | Tower Research Capital LLC (TRC) | 2,986 | $3K | +1,464 | +96.2% | 5Q | SEC ↗ |
| 27 | Truvestments Capital LLC | 1,500 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 1,435 | $1K | +1,205 | +523.9% | 2Q | SEC ↗ |
| 29 | EverSource Wealth Advisors, LLC NEW | 610 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 30 | MORGAN STANLEY | 606 | $1K | -50 | -7.6% | 26Q | SEC ↗ |
| 31 | NYL Investors LLC | 588 | $1K | — | +0.0% | 26Q | SEC ↗ |
| 32 | Bogart Wealth, LLC NEW | 431 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 33 | MassMutual Private Wealth & Trust, FSB | 250 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 34 | BNP PARIBAS FINANCIAL MARKETS | 96 | $0K | — | +0.0% | 7Q | SEC ↗ |
| 35 | GROUP ONE TRADING LLC | 74 | $0K | — | +0.0% | 25Q | SEC ↗ |
| 36 | VSM Wealth Advisory, LLC | 50 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 37 | SBI Securities Co., Ltd. NEW | 25 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 38 | KERR FINANCIAL PLANNING Corp | 16 | $0K | +6 | +60.0% | 2Q | SEC ↗ |
| 39 | Steward Partners Investment Advisory, | 10 | $0K | — | +0.0% | 15Q | SEC ↗ |
| 40 | Friedenthal Financial | 6 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 41 | IFG Advisory, LLC NEW | 2 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 42 | XTX Topco Ltd | 0 | $0K | -31,627 | -100.0% | 2Q | SEC ↗ |
| 43 | Baader Bank Aktiengesellschaft | 0 | $0K | -25,296 | -100.0% | 1Q | SEC ↗ |
| 44 | BANK OF AMERICA CORP /DE | 0 | $0K | -71 | -100.0% | 13Q | SEC ↗ |
| 45 | Quantbot Technologies LP | 0 | $0K | -2,373 | -100.0% | 1Q | SEC ↗ |
| 46 | Alyeska Investment Group, L.P. | 0 | $0K | -1,800,000 | -100.0% | 1Q | SEC ↗ |
| 47 | MARSHALL WACE, LLP | 0 | $0K | -63,645 | -100.0% | 1Q | SEC ↗ |
| 48 | CITADEL ADVISORS LLC | 0 | $0K | -23,649 | -100.0% | 3Q | SEC ↗ |
| 49 | LSP Investment Advisors, LLC | 0 | $0K | -2,369,769 | -100.0% | 24Q | SEC ↗ |
| 50 | JANE STREET GROUP, LLC | 0 | $0K | -18,534 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| HighTower Advisors, LLC | 100,066 | $85K |
| Virtu Financial LLC | 53,590 | $46K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 28,865 | $25K |
| Vanguard Personalized Indexing Mana | 20,928 | $18K |
| B. Riley Wealth Advisors, Inc. | 15,000 | $13K |
| Cygnus Capital Advisors, LLC | 11,958 | $10K |
| MAI Capital Management | 11,164 | $10K |
| EverSource Wealth Advisors, LLC | 610 | $1K |
| Bogart Wealth, LLC | 431 | $0K |
| SBI Securities Co., Ltd. | 25 | $0K |
| IFG Advisory, LLC | 2 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LSP Investment Advisors, LLC | 2,369,769 | $2M |
| Alyeska Investment Group, L.P. | 1,800,000 | $2M |
| LOOMIS SAYLES & CO L P | 132,818 | $113K |
| GAM Holding AG | 80,000 | $68K |
| MARSHALL WACE, LLP | 63,645 | $54K |
| Yakira Capital Management, Inc. | 47,113 | $40K |
| Qube Research & Technologies Ltd | 36,359 | $31K |
| XTX Topco Ltd | 31,627 | $27K |
| Baader Bank Aktiengesellschaft | 25,296 | $22K |
| CITADEL ADVISORS LLC | 23,649 | $20K |
| CITIGROUP INC | 22,979 | $20K |
| RBF Capital, LLC | 20,000 | $17K |
| JANE STREET GROUP, LLC | 18,534 | $16K |
| GOLDMAN SACHS GROUP INC | 13,364 | $11K |
| TWO SIGMA SECURITIES, LLC | 13,266 | $11K |
| HRT FINANCIAL LP | 11,306 | $10K |
| Quantbot Technologies LP | 2,373 | $2K |
| Caitong International Asset Managem | 178 | $0K |
| BANK OF AMERICA CORP /DE | 71 | $0K |
| FMR LLC | 48 | $0K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +559,382 | +299.7% | 746,048 |
| VANGUARD CAPITAL MANAGEMENT LLC | +386,781 | +124.0% | 698,754 |
| UBS Group AG | +320,654 | +641308.0% | 320,704 |
| VANGUARD FIDUCIARY TRUST CO | +35,751 | +93.0% | 74,201 |
| GEODE CAPITAL MANAGEMENT, LLC | +26,763 | +29.6% | 117,245 |
| OSAIC HOLDINGS, INC. | +25,432 | +235.9% | 36,215 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +15,000 | +93.2% | 31,100 |
| NORTHERN TRUST CORP | +5,973 | +34.7% | 23,200 |
| AlphaGrep UK Ltd | +4,570 | +16.4% | 32,508 |
| Tower Research Capital LLC (TRC) | +1,464 | +96.2% | 2,986 |
| JPMORGAN CHASE & CO | +1,205 | +523.9% | 1,435 |
| KERR FINANCIAL PLANNING Corp | +6 | +60.0% | 16 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LUMINUS MANAGEMENT LLC | -937,053 | -46.7% | 1,069,455 |
| Engineers Gate Manager LP | -44,804 | -79.4% | 11,625 |
| MORGAN STANLEY | -50 | -7.6% | 606 |