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CBAK Energy Technology Ltd

29 hedge funds and large institutions have $1.74M invested in CBAK Energy Technology Ltd in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $93K | Put options by funds: $21K

0.24% less ownership

Funds ownership: 2.31%2.06% (-0.24%)

9% less funds holding

Funds holding: 3229 (-3)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

33% less capital invested

Capital invested by funds: $2.59M → $1.74M (-$850K)

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
4
Reduced
5
Closed
12
Calls
$93K
Puts
$21K
Net Calls
+$72K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$846
GWSA
27
Global Wealth Strategies & Associates
Colorado
$113
US Bancorp
28
US Bancorp
Minnesota
$94 +$100 +100 New
S
29
Sachetta
Massachusetts
$10
LSA
30
Leonteq Securities AG
Switzerland
-$150K -120,000 Closed
Millennium Management
31
Millennium Management
New York
-$103K -82,208 Closed
Invesco
32
Invesco
Georgia
-$92.1K -73,689 Closed
XT
33
XTX Topco
Cayman Islands
-$45.5K -36,400 Closed
PI
34
PFG Investments
New York
-$44.1K -35,250 Closed
Citadel Advisors
35
Citadel Advisors
Florida
-$24.9K -19,914 Closed
Renaissance Technologies
36
Renaissance Technologies
New York
-$13.9K -11,100 Closed
Creative Planning
37
Creative Planning
Kansas
-$12.5K -10,000 Closed
JIP
38
Jaffetilchin Investment Partners
Florida
-$11.3K -9,050 Closed
CWP
39
Concord Wealth Partners
Virginia
-$3.5K -2,800 Closed
JP Morgan Chase
40
JP Morgan Chase
New York
-$1.99K -1,594 Closed
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
-$313 -250 Closed

CBAT Hedge Fund Activity: Q4 2024 in Review

29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CBAK Energy Technology Ltd (CBAT) for Q4 2024, worth a combined $1.74M — down 33% from $2.59M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CBAT and 9 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 4 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $102K. The largest seller was Leonteq Securities AG, exiting entirely with an estimated $150K sold.

  • 29 institutional investors held CBAK Energy Technology Ltd (CBAT) as of Q4 2024, down from 32 in Q3 2024.
  • Funds reported $1.74M of CBAK Energy Technology Ltd stock for Q4 2024, down 33% quarter-over-quarter.
  • 9 funds opened new CBAK Energy Technology Ltd positions in Q4 2024 and 12 closed out, a net change of -3 holders.
  • The largest CBAK Energy Technology Ltd buyer in Q4 2024 was Marshall Wace, an estimated $102K added.
  • The largest CBAK Energy Technology Ltd seller in Q4 2024 was Leonteq Securities AG, an estimated $150K sold.

Based on aggregated 13F filings for Q4 2024.