CBAK Energy Ownership | Who Owns CBAK Energy?


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CBAK Energy Ownership Summary


CBAK Energy is owned by 2.16% institutional investors, 19.83% insiders, and 78.01% retail investors. Bridgeway capital management is the largest institutional shareholder, holding 0.73% of CBAT shares. Bridgeway Omni Small-Cap Value is the top mutual fund, with 0.40% of its assets in CBAK Energy shares.

CBAT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCBAK Energy2.16%19.83%78.01%
SectorIndustrials Stocks 62.79%10.41%26.80%
IndustryElectrical Equipment Stocks41.78%16.24%41.98%
IdeaElectric Vehicle Stocks List18.45%15.36%66.19%
IdeaEV Battery Stocks List16.45%16.09%67.47%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Bridgeway capital management654.52K0.73%$896.70K
Empowered funds294.52K0.33%$403.50K
State street266.38K0.30%$364.94K
Geode capital management60.13K0.07%$82.37K
Millennium management60.06K0.07%$82.28K
Atticus wealth management55.00K0.06%$75.35K
Simplex trading50.95K0.06%$69.00K
Azzad asset management inc /adv46.31K0.05%$63.45K
James investment research37.00K0.04%$50.69K
Newedge advisors37.00K0.04%$50.69K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Atticus wealth management55.00K0.02%$75.35K
Bridgeway capital management654.52K0.02%$896.70K
Azzad asset management inc /adv46.31K0.01%$63.45K
Empowered funds294.52K0.01%$403.50K
James investment research37.00K0.01%$50.69K
Trek financial14.96K0.00%$20.50K
B. riley wealth advisors12.20K0.00%$16.71K
Empirical financial services, llc d.b.a. empirical wealth management10.25K0.00%$14.04K
Newedge advisors37.00K0.00%$50.69K
Old mission capital15.72K0.00%$21.54K

Top Buyers

HolderShares% AssetsChange
Millennium management60.06K-60.06K
Simplex trading50.95K-48.02K
Susquehanna group, llp30.10K-30.10K
Group one trading24.56K0.00%24.56K
Empowered funds294.52K0.01%21.24K

Top Sellers

HolderShares% AssetsChange
Marshall wace, llp---124.70K
Renaissance---53.40K
Hrt financial lp---42.83K
Two sigma securities---21.57K
Virtu financial---16.66K

New Positions

HolderShares% AssetsChangeValue
Millennium management60.06K-60.06K$82.28K
Susquehanna group, llp30.10K-30.10K$41.24K
Group one trading24.56K0.00%24.56K$33.65K

Sold Out

HolderChange
Tower research capital llc (trc)-110.00
Qube research-178.00
Mather group, llc.-550.00
Concord wealth partners-2.80K
Royal bank of canada-4.48K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202433-1,943,315-2.61%243.90%1623.08%525.00%
Jun 30, 2024323.23%1,995,1904.14%248.10%13-433.33%
Mar 31, 20243119.23%1,915,9635.29%251.92%1318.18%3-40.00%
Dec 31, 2023268.33%1,819,6897.52%256.28%11-8.33%525.00%
Sep 30, 2023244.35%1,692,38711.54%165.43%1233.33%4-20.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Bridgeway Omni Small-Cap Value360.00K0.40%-
Bridgeway Omni Small-Cap Value N360.00K0.40%-
EA Bridgeway Omni Small-Cap Value ETF318.39K0.35%396.00
SPDR® Portfolio Emerging Markets ETF208.07K0.23%-
Invesco Golden Dragon China ETF72.12K0.08%-
Fidelity Nasdaq Composite Index60.13K0.07%-
SPDR® S&P China ETF46.28K0.05%-
SPDR® S&P Emerging Markets Small Cap ETF14.58K0.02%-
Victory Extended Market Index9.09K0.01%-142.00
Carbon Collective Climate Sol US Eq ETF3.53K0.00%-

Recent Insider Transactions


DateNameRoleActivityValue
Jun 03, 2020Asia EVK New Energy Auto Ltd-Buy$1.03M
Jun 03, 2020Li Yunfei CEOBuy$990.06K
Sep 04, 2019Asia EVK New Energy Auto Ltd-Buy$2.91M
Sep 04, 2019Li Yunfei CEOBuy$3.08M
Sep 04, 2019Li Dawei-Buy$1.45M

Insider Transactions Trends


DateBuySell
2022 Q2--
2021 Q2--
2020 Q22-
2019 Q33-
2019 Q2--

CBAT Ownership FAQ


Who Owns CBAK Energy?

CBAK Energy shareholders are primarily institutional investors at 2.16%, followed by 19.83% insiders and 78.01% retail investors. The average institutional ownership in CBAK Energy's industry, Electrical Equipment Stocks, is 41.78%, which CBAK Energy falls below.

Who owns the most shares of CBAK Energy?

CBAK Energy’s largest shareholders are Bridgeway capital management (654.52K shares, 0.73%), Empowered funds (294.52K shares, 0.33%), and State street (266.38K shares, 0.30%). Together, they hold 1.35% of CBAK Energy’s total shares outstanding.

Does Blackrock own CBAK Energy?

BlackRock is not among the top 10 institutional shareholders of CBAK Energy.

Who is CBAK Energy’s biggest shareholder by percentage of total assets invested?

Atticus wealth management is CBAK Energy’s biggest shareholder by percentage of total assets invested, with 0.02% of its assets in 55K CBAK Energy shares, valued at 75.35K$.

Who is the top mutual fund holder of CBAK Energy shares?

Bridgeway Omni Small-Cap Value is the top mutual fund holder of CBAK Energy shares, with 0.40% of its total shares outstanding invested in 360K CBAK Energy shares.

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