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CBAK Energy Technology Ltd
CBAT

29 hedge funds and large institutions have $1.99M invested in CBAK Energy Technology Ltd in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

16% more funds holding

Funds holding: 25 → 29 (+4)

4% more capital invested

Capital invested by funds: $1.92M → $1.99M (+$74.7K)

0.1% more ownership

Funds ownership: 2.04% → 2.14% (+0.1%)

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
4
Closed
3
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
-$49K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$69K
2
BCM
Bridgeway Capital Management
Texas
+$21.8K
3
EF
Empowered Funds
Pennsylvania
+$21.8K
4
VF
Virtu Financial
New York
+$17.6K
5
OMC
Old Mission Capital
Illinois
+$13.9K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$30.4K
2
Morgan Stanley
Morgan Stanley
New York
-$18.4K
3
JP Morgan Chase
JP Morgan Chase
New York
-$15.7K
4
Citadel Advisors
Citadel Advisors
Florida
-$10.9K
5
TRCT
Tower Research Capital (TRC)
New York
-$8.17K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Bridgeway Capital Management
Texas
$659K +$21.8K +20,650 +3%
State Street
2
State Street
Massachusetts
$284K -$30.4K -28,731 -10%
EF
3
Empowered Funds
Pennsylvania
$284K +$21.8K +20,650 +8%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$220K +$69K +65,311 +45%
Citadel Advisors
5
Citadel Advisors
Florida
$114K -$10.9K -10,347 -9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$62.5K – – –
AWM
7
Atticus Wealth Management
Florida
$57.2K – – –
Renaissance Technologies
8
Renaissance Technologies
New York
$56K +$3.27K +3,100 +6%
AAM
9
Azzad Asset Management
Virginia
$48.2K – – –
JIR
10
James Investment Research
Ohio
$38.5K – – –
NA
11
NewEdge Advisors
Louisiana
$38.5K – – –
Morgan Stanley
12
Morgan Stanley
New York
$18.1K -$18.4K -17,410 -50%
VF
13
Virtu Financial
New York
$17K +$17.6K +16,661 New
TF
14
Trek Financial
Arizona
$15.6K – – –
OMC
15
Old Mission Capital
Illinois
$13.7K +$13.9K +13,196 New
TSS
16
Two Sigma Securities
New York
$12.7K +$12.9K +12,199 New
UBS Group
17
UBS Group
Switzerland
$11.5K +$11.7K +11,049 New
EWM
18
Empirical Wealth Management
Washington
$10.7K – – –
BRWA
19
B. Riley Wealth Advisors
Florida
$9.99K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5K +$4.74K +4,484 New
Wells Fargo
21
Wells Fargo
California
$4.89K +$4.96K +4,700 New
Simplex Trading
22
Simplex Trading
Illinois
$3K +$2.86K +2,711 +1,221%
CWP
23
Concord Wealth Partners
Virginia
$2.91K – – –
Osaic Holdings
24
Osaic Holdings
Arizona
$1.98K – – –
Bank of America
25
Bank of America
North Carolina
$936 – – –
1
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CBAT Hedge Fund Activity: Q1 2024 in Review

29 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CBAK Energy Technology Ltd (CBAT) for Q1 2024, worth a combined $1.99M — up 3.9% from $1.92M a quarter earlier.

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

The largest buyer was Susquehanna International Group, adding an estimated $69K. The largest seller was State Street, cutting an estimated $30.4K.

  • 29 institutional investors held CBAK Energy Technology Ltd (CBAT) as of Q1 2024, up from 25 in Q4 2023.
  • Funds reported $1.99M of CBAK Energy Technology Ltd stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 7 funds opened new CBAK Energy Technology Ltd positions in Q1 2024 and 3 closed out, a net change of +4 holders.
  • The largest CBAK Energy Technology Ltd buyer in Q1 2024 was Susquehanna International Group, an estimated $69K added.
  • The largest CBAK Energy Technology Ltd seller in Q1 2024 was State Street, an estimated $30.4K sold.

Based on aggregated 13F filings for Q1 2024.