We are live on ! Find out more
CBAT icon

CBAK Energy Technology Ltd

25 hedge funds and large institutions have $1.92M invested in CBAK Energy Technology Ltd in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,550% more call options, than puts

Call options by funds: $66K | Put options by funds: $4K

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

38% more capital invested

Capital invested by funds: $1.39M → $1.92M (+$530K)

9% more funds holding

Funds holding: 2325 (+2)

0.14% more ownership

Funds ownership: 1.89%2.04% (+0.14%)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
4
Closed
4
Calls
$66K
Puts
$4K
Net Calls
+$62K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bridgeway Capital Management
Texas
$643K +$19.9K +22,760 +4%
State Street
2
State Street
Massachusetts
$317K +$7.92K +9,039 +3%
EF
3
Empowered Funds
Pennsylvania
$265K +$19.9K +22,760 +10%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$154K +$78.7K +89,762 +159%
Citadel Advisors
5
Citadel Advisors
Florida
$126K -$21.6K -24,652 -17%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$63.1K
AWM
7
Atticus Wealth Management
Florida
$57.8K +$48.2K +55,000 New
Renaissance Technologies
8
Renaissance Technologies
New York
$53K +$44.1K +50,300 New
AAM
9
Azzad Asset Management
Virginia
$48.6K -$3 -3 -0%
NA
10
NewEdge Advisors
Louisiana
$41.1K
JIR
11
James Investment Research
Ohio
$38.9K
Morgan Stanley
12
Morgan Stanley
New York
$36.6K +$12.5K +14,212 +69%
JP Morgan Chase
13
JP Morgan Chase
New York
$15.7K -$2.52K -2,871 -16%
TF
14
Trek Financial
Arizona
$15.7K
BRWA
15
B. Riley Wealth Advisors
Florida
$12.8K
EWM
16
Empirical Wealth Management
Washington
$10.8K
TRCT
17
Tower Research Capital (TRC)
New York
$8.18K +$6.69K +7,630 +4,799%
CWP
18
Concord Wealth Partners
Virginia
$2.94K
Osaic Holdings
19
Osaic Holdings
Arizona
$2K -$789 -900 -32%
W
20
WealthCollab
Washington
$1.18K +$982 +1,121 New
Bank of America
21
Bank of America
North Carolina
$945
MPWT
22
MassMutual Private Wealth & Trust
Connecticut
$945 +$789 +900 New
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$187
S
24
Sachetta
Massachusetts
$11 +$9 +10 New
Invesco
25
Invesco
Georgia
-$68.8K -84,054 Closed

CBAT Hedge Fund Activity: Q4 2023 in Review

25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CBAK Energy Technology Ltd (CBAT) for Q4 2023, worth a combined $1.92M — up 38% from $1.39M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CBAT positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $78.7K. The largest seller was Invesco, exiting entirely with an estimated $68.8K sold.

  • 25 institutional investors held CBAK Energy Technology Ltd (CBAT) as of Q4 2023, up from 23 in Q3 2023.
  • Funds reported $1.92M of CBAK Energy Technology Ltd stock for Q4 2023, up 38% quarter-over-quarter.
  • 6 funds opened new CBAK Energy Technology Ltd positions in Q4 2023 and 4 closed out, a net change of +2 holders.
  • The largest CBAK Energy Technology Ltd buyer in Q4 2023 was Susquehanna International Group, an estimated $78.7K added.
  • The largest CBAK Energy Technology Ltd seller in Q4 2023 was Invesco, an estimated $68.8K sold.

Based on aggregated 13F filings for Q4 2023.