CBAK Energy Technology Ltd
CBAT
9 hedge funds and large institutions have $450K invested in CBAK Energy Technology Ltd in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
72% more capital invested
Capital invested by funds: $261K → $450K (+$189K)
18% less funds holding
Funds holding: 11 → 9 (-2)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $43K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GXMC
Global X Management Company
New York
|
+$212K |
| 2 |
CG
Cutler Group
San Francisco,
California
|
+$521 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
-$37K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.88K |
| 3 |
Citigroup
New York
|
-$4K |
| 4 |
Morgan Stanley
New York
|
-$78 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GXMC
1
Global X Management Company
New York
| $397K | +$212K | +81,432 | +114% |
|
2
California Public Employees Retirement System
Sacramento,
California
| $41K | – | – | – |
|
|
3
Morgan Stanley
New York
| $7K | -$78 | -30 | -1% |
|
4
Creative Planning
Overland Park,
Kansas
| $3K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $2K | -$6.88K | -2,644 | -74% |
|
|
WS
6
Wedbush Securities
Los Angeles,
California
| – | -$37K | -15,816 | Closed |
|
|
7
Citigroup
New York
| – | -$4K | -1,556 | Closed |
|
|
CG
8
Cutler Group
San Francisco,
California
| – | +$521 | +200 | New |
|
CBAT Hedge Fund Activity: Q2 2016 in Review
9 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CBAK Energy Technology Ltd (CBAT) for Q2 2016, worth a combined $450K — up 72% from $261K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CBAT and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Global X Management Company, adding an estimated $212K. The largest seller was Wedbush Securities, exiting entirely with an estimated $37K sold.
- 9 institutional investors held CBAK Energy Technology Ltd (CBAT) as of Q2 2016, down from 11 in Q1 2016.
- Funds reported $450K of CBAK Energy Technology Ltd stock for Q2 2016, up 72% quarter-over-quarter.
- 1 fund opened new CBAK Energy Technology Ltd positions in Q2 2016 and 3 closed out, a net change of -2 holders.
- The largest CBAK Energy Technology Ltd buyer in Q2 2016 was Global X Management Company, an estimated $212K added.
- The largest CBAK Energy Technology Ltd seller in Q2 2016 was Wedbush Securities, an estimated $37K sold.
Based on aggregated 13F filings for Q2 2016.