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CBAK Energy Technology Ltd

23 hedge funds and large institutions have $1.85M invested in CBAK Energy Technology Ltd in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $78K | Put options by funds: $18K

83% more capital invested

Capital invested by funds: $1.01M → $1.85M (+$838K)

0.41% more ownership

Funds ownership: 1.29%1.71% (+0.41%)

4% less funds holding

Funds holding: 2423 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
6
Closed
6
Calls
$78K
Puts
$18K
Net Calls
+$60K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$459K +$21.9K +22,463 +6%
BCM
2
Bridgeway Capital Management
Texas
$453K +$7.18K +7,378 +2%
EST
3
EA Series Trust
Pennsylvania
$258K +$205K +211,073 New
EF
4
Empowered Funds
Pennsylvania
$258K +$205K +211,073 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$73.4K
AAM
6
Azzad Asset Management
Virginia
$58.3K -$22K -22,636 -32%
Citadel Advisors
7
Citadel Advisors
Florida
$55.5K +$36.5K +37,510 +472%
Morgan Stanley
8
Morgan Stanley
New York
$46K -$4.95K -5,088 -12%
JIR
9
James Investment Research
Ohio
$45.1K
NA
10
NewEdge Advisors
Louisiana
$45.1K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$32.7K -$4.91K -5,042 -16%
TF
12
Trek Financial
Arizona
$18.3K
BRWA
13
B. Riley Wealth Advisors
Florida
$14.9K
Jane Street
14
Jane Street
New York
$12.8K -$44K -45,208 -81%
EWM
15
Empirical Wealth Management
Washington
$12.5K +$9.97K +10,250 New
CWP
16
Concord Wealth Partners
Virginia
$3.42K
Osaic Holdings
17
Osaic Holdings
Arizona
$2.32K
UBS Group
18
UBS Group
Switzerland
$1.77K +$1.36K +1,400 +2,800%
Bank of America
19
Bank of America
North Carolina
$1.35K -$1.6K -1,650 -60%
Citigroup
20
Citigroup
New York
$322 -$4.32K -4,440 -94%
TRCT
21
Tower Research Capital (TRC)
New York
$128 +$102 +105 New
LWP
22
Lumature Wealth Partners
Georgia
$73
SM
23
Sabby Management
Florida
-$25.9K -29,400 Closed
Group One Trading
24
Group One Trading
Illinois
-$19.7K -20,262 Closed
FMTCOCP
25
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$1K -1,500 Closed

CBAT Hedge Fund Activity: Q2 2023 in Review

23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CBAK Energy Technology Ltd (CBAT) for Q2 2023, worth a combined $1.85M — up 83% from $1.01M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CBAT and 5 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 4 added.

The largest buyer was Empowered Funds, opening a new position worth an estimated $205K. The largest seller was Jane Street, cutting an estimated $44K.

  • 23 institutional investors held CBAK Energy Technology Ltd (CBAT) as of Q2 2023, down from 24 in Q1 2023.
  • Funds reported $1.85M of CBAK Energy Technology Ltd stock for Q2 2023, up 83% quarter-over-quarter.
  • 5 funds opened new CBAK Energy Technology Ltd positions in Q2 2023 and 6 closed out, a net change of -1 holder.
  • The largest CBAK Energy Technology Ltd buyer in Q2 2023 was Empowered Funds, an estimated $205K added.
  • The largest CBAK Energy Technology Ltd seller in Q2 2023 was Jane Street, an estimated $44K sold.

Based on aggregated 13F filings for Q2 2023.