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CBAK Energy Technology Ltd

37 hedge funds and large institutions have $19.3M invested in CBAK Energy Technology Ltd in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more capital invested

Capital invested by funds: $5.33M → $19.3M (+$13.9M)

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

128% more call options, than puts

Call options by funds: $39M | Put options by funds: $17.1M

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

48% more funds holding

Funds holding: 2537 (+12)

2.91% more ownership

Funds ownership: 1.38%4.29% (+2.9%)

Holders
37
Holders Change
+12
Holders Change %
+48%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
9
Reduced
5
Closed
8
Calls
$39M
Puts
$17.1M
Net Calls
+$21.9M
Net Calls Change
+$42.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$33K +$42.5K +6,526 New
Barclays
27
Barclays
United Kingdom
$26K +$32.6K +5,000 New
Osaic Holdings
28
Osaic Holdings
Arizona
$20K -$7.13K -1,095 -22%
CG
29
Cutler Group
California
$20K +$23.4K +3,600 +900%
FMTCOCP
30
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
Wells Fargo
31
Wells Fargo
California
$6K +$7.81K +1,200 New
HI
32
Harbour Investments
Wisconsin
$5K +$6.51K +1,000 New
CWP
33
Concord Wealth Partners
Virginia
$3K
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$3K +$4.28K +657 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$1K +$651 +100 New
TFS
36
TrustCore Financial Services
Tennessee
$1K +$944 +145 New
VF
37
Virtu Financial
New York
-$719K -142,154 Closed
PP
38
Paloma Partners
Connecticut
-$714K -141,181 Closed
Creative Planning
39
Creative Planning
Kansas
-$488K -96,363 Closed
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
-$254K -50,150 Closed
PWAC
41
Private Wealth Advisors (California)
California
-$135K -19,716 Closed
CCFM
42
Clear Creek Financial Management
Washington
-$75K -14,964 Closed
AI
43
Atom Investors
Texas
-$52K -10,234 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
-$7.39K -1,135 Closed
JPLA
45
Joseph P. Lucia & Associates
New York
-$4.22K -649 -100%

CBAT Hedge Fund Activity: Q1 2021 in Review

37 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CBAK Energy Technology Ltd (CBAT) for Q1 2021, worth a combined $19.3M — up 261% from $5.33M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CBAT positions and 8 closed out — a net gain of 13 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $6.37M. The largest seller was Jane Street, cutting an estimated $1.34M.

  • 37 institutional investors held CBAK Energy Technology Ltd (CBAT) as of Q1 2021, up from 25 in Q4 2020.
  • Funds reported $19.3M of CBAK Energy Technology Ltd stock for Q1 2021, up 261% quarter-over-quarter.
  • 21 funds opened new CBAK Energy Technology Ltd positions in Q1 2021 and 8 closed out, a net change of +13 holders.
  • The largest CBAK Energy Technology Ltd buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $6.37M added.
  • The largest CBAK Energy Technology Ltd seller in Q1 2021 was Jane Street, an estimated $1.34M sold.

Based on aggregated 13F filings for Q1 2021.