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CBAK Energy Technology Ltd

29 hedge funds and large institutions have $1.74M invested in CBAK Energy Technology Ltd in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $93K | Put options by funds: $21K

0.24% less ownership

Funds ownership: 2.31%2.06% (-0.24%)

9% less funds holding

Funds holding: 3229 (-3)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

33% less capital invested

Capital invested by funds: $2.59M → $1.74M (-$850K)

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
4
Reduced
5
Closed
12
Calls
$93K
Puts
$21K
Net Calls
+$72K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bridgeway Capital Management
Texas
$646K +$16.8K +16,788 +3%
EF
2
Empowered Funds
Pennsylvania
$307K +$16.8K +16,788 +5%
State Street
3
State Street
Massachusetts
$251K +$5.4K +5,406 +2%
Marshall Wace
4
Marshall Wace
United Kingdom
$96.2K +$102K +102,300 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$56.5K
AWM
6
Atticus Wealth Management
Florida
$44.8K -$7.34K -7,350 -13%
UBS Group
7
UBS Group
Switzerland
$42.3K +$44.9K +44,995 New
Group One Trading
8
Group One Trading
Illinois
$34.9K +$12.6K +12,615 +51%
NA
9
NewEdge Advisors
Louisiana
$34.8K -$43.9K -43,942 -54%
JIR
10
James Investment Research
Ohio
$34.8K
AAM
11
Azzad Asset Management
Virginia
$34.1K
Ameriprise
12
Ameriprise
Minnesota
$18.8K +$20K +20,000 New
TSS
13
Two Sigma Securities
New York
$17.6K +$18.7K +18,739 New
OMC
14
Old Mission Capital
Illinois
$16K
Morgan Stanley
15
Morgan Stanley
New York
$15.4K
GCP
16
GSA Capital Partners
United Kingdom
$15K +$16.4K +16,395 New
TF
17
Trek Financial
Arizona
$14.1K
BRWA
18
B. Riley Wealth Advisors
Florida
$11.5K
Simplex Trading
19
Simplex Trading
Illinois
$10K -$10.5K -10,514 -50%
EWM
20
Empirical Wealth Management
Washington
$9.63K
TRCT
21
Tower Research Capital (TRC)
New York
$9.59K +$10.2K +10,197 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$9.46K -$32.1K -32,138 -76%
SS
23
SBI Securities
Japan
$6.45K +$6.86K +6,866 New
Citigroup
24
Citigroup
New York
$4.88K +$5.18K +5,191 New
Osaic Holdings
25
Osaic Holdings
Arizona
$1.99K -$100 -100 -5%

CBAT Hedge Fund Activity: Q4 2024 in Review

29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CBAK Energy Technology Ltd (CBAT) for Q4 2024, worth a combined $1.74M — down 33% from $2.59M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CBAT and 9 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 4 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $102K. The largest seller was Leonteq Securities AG, exiting entirely with an estimated $150K sold.

  • 29 institutional investors held CBAK Energy Technology Ltd (CBAT) as of Q4 2024, down from 32 in Q3 2024.
  • Funds reported $1.74M of CBAK Energy Technology Ltd stock for Q4 2024, down 33% quarter-over-quarter.
  • 9 funds opened new CBAK Energy Technology Ltd positions in Q4 2024 and 12 closed out, a net change of -3 holders.
  • The largest CBAK Energy Technology Ltd buyer in Q4 2024 was Marshall Wace, an estimated $102K added.
  • The largest CBAK Energy Technology Ltd seller in Q4 2024 was Leonteq Securities AG, an estimated $150K sold.

Based on aggregated 13F filings for Q4 2024.