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CBAK Energy Technology Ltd

23 hedge funds and large institutions have $1.39M invested in CBAK Energy Technology Ltd in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more call options, than puts

Call options by funds: $53K | Put options by funds: $10K

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

0.19% more ownership

Funds ownership: 1.71%1.89% (+0.19%)

0% more funds holding

Funds holding: 2323 (0)

25% less capital invested

Capital invested by funds: $1.85M → $1.39M (-$465K)

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
4
Closed
3
Calls
$53K
Puts
$10K
Net Calls
+$43K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bridgeway Capital Management
Texas
$483K +$223K +218,802 +59%
State Street
2
State Street
Massachusetts
$240K -$85.3K -83,602 -22%
EF
3
Empowered Funds
Pennsylvania
$188K +$19.2K +18,802 +9%
Citadel Advisors
4
Citadel Advisors
Florida
$118K +$101K +99,113 +218%
Invesco
5
Invesco
Georgia
$68.8K +$85.7K +84,054 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$49.2K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$46.4K +$30.4K +29,810 +111%
AAM
8
Azzad Asset Management
Virginia
$37.9K -$1.53K -1,500 -3%
JIR
9
James Investment Research
Ohio
$30.3K
NA
10
NewEdge Advisors
Louisiana
$30.3K
Morgan Stanley
11
Morgan Stanley
New York
$16.9K -$17.4K -17,076 -45%
JP Morgan Chase
12
JP Morgan Chase
New York
$14.6K +$18.2K +17,855 New
TSS
13
Two Sigma Securities
New York
$13.6K +$17K +16,623 New
TF
14
Trek Financial
Arizona
$12.3K
BRWA
15
B. Riley Wealth Advisors
Florida
$9.99K
UBS Group
16
UBS Group
Switzerland
$9.9K +$10.9K +10,640 +734%
EWM
17
Empirical Wealth Management
Washington
$8.39K
CWP
18
Concord Wealth Partners
Virginia
$2.29K
Osaic Holdings
19
Osaic Holdings
Arizona
$2.29K +$918 +900 +47%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2K +$2.6K +2,551 New
Bank of America
21
Bank of America
North Carolina
$737 -$208 -204 -18%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$146 +$182 +178 New
TRCT
23
Tower Research Capital (TRC)
New York
$130 +$55 +54 +51%
Jane Street
24
Jane Street
New York
-$12.8K -10,472 Closed
Simplex Trading
25
Simplex Trading
Illinois
-$681 -668 Closed

CBAT Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CBAK Energy Technology Ltd (CBAT) for Q3 2023, worth a combined $1.39M — down 25% from $1.85M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CBAT positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Bridgeway Capital Management, adding an estimated $223K. The largest seller was State Street, cutting an estimated $85.3K.

  • 23 institutional investors held CBAK Energy Technology Ltd (CBAT) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $1.39M of CBAK Energy Technology Ltd stock for Q3 2023, down 25% quarter-over-quarter.
  • 5 funds opened new CBAK Energy Technology Ltd positions in Q3 2023 and 3 closed out, a net change of +2 holders.
  • The largest CBAK Energy Technology Ltd buyer in Q3 2023 was Bridgeway Capital Management, an estimated $223K added.
  • The largest CBAK Energy Technology Ltd seller in Q3 2023 was State Street, an estimated $85.3K sold.

Based on aggregated 13F filings for Q3 2023.