CBAK Energy Ownership | Who Owns CBAK Energy?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | CBAK Energy | 2.16% | 19.83% | 78.01% |
Sector | Industrials Stocks | 62.79% | 10.41% | 26.80% |
Industry | Electrical Equipment Stocks | 41.78% | 16.24% | 41.98% |
Idea | Electric Vehicle Stocks List | 18.45% | 15.36% | 66.19% |
Idea | EV Battery Stocks List | 16.45% | 16.09% | 67.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Bridgeway capital management | 654.52K | 0.73% | $896.70K |
Empowered funds | 294.52K | 0.33% | $403.50K |
State street | 266.38K | 0.30% | $364.94K |
Geode capital management | 60.13K | 0.07% | $82.37K |
Millennium management | 60.06K | 0.07% | $82.28K |
Atticus wealth management | 55.00K | 0.06% | $75.35K |
Simplex trading | 50.95K | 0.06% | $69.00K |
Azzad asset management inc /adv | 46.31K | 0.05% | $63.45K |
James investment research | 37.00K | 0.04% | $50.69K |
Newedge advisors | 37.00K | 0.04% | $50.69K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Atticus wealth management | 55.00K | 0.02% | $75.35K |
Bridgeway capital management | 654.52K | 0.02% | $896.70K |
Azzad asset management inc /adv | 46.31K | 0.01% | $63.45K |
Empowered funds | 294.52K | 0.01% | $403.50K |
James investment research | 37.00K | 0.01% | $50.69K |
Trek financial | 14.96K | 0.00% | $20.50K |
B. riley wealth advisors | 12.20K | 0.00% | $16.71K |
Empirical financial services, llc d.b.a. empirical wealth management | 10.25K | 0.00% | $14.04K |
Newedge advisors | 37.00K | 0.00% | $50.69K |
Old mission capital | 15.72K | 0.00% | $21.54K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Millennium management | 60.06K | - | 60.06K |
Simplex trading | 50.95K | - | 48.02K |
Susquehanna group, llp | 30.10K | - | 30.10K |
Group one trading | 24.56K | 0.00% | 24.56K |
Empowered funds | 294.52K | 0.01% | 21.24K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Marshall wace, llp | - | - | -124.70K |
Renaissance | - | - | -53.40K |
Hrt financial lp | - | - | -42.83K |
Two sigma securities | - | - | -21.57K |
Virtu financial | - | - | -16.66K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Millennium management | 60.06K | - | 60.06K | $82.28K |
Susquehanna group, llp | 30.10K | - | 30.10K | $41.24K |
Group one trading | 24.56K | 0.00% | 24.56K | $33.65K |
Sold Out
Holder | Change |
---|---|
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
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 33 | - | 1,943,315 | -2.61% | 2 | 43.90% | 16 | 23.08% | 5 | 25.00% |
Jun 30, 2024 | 32 | 3.23% | 1,995,190 | 4.14% | 2 | 48.10% | 13 | - | 4 | 33.33% |
Mar 31, 2024 | 31 | 19.23% | 1,915,963 | 5.29% | 2 | 51.92% | 13 | 18.18% | 3 | -40.00% |
Dec 31, 2023 | 26 | 8.33% | 1,819,689 | 7.52% | 2 | 56.28% | 11 | -8.33% | 5 | 25.00% |
Sep 30, 2023 | 24 | 4.35% | 1,692,387 | 11.54% | 1 | 65.43% | 12 | 33.33% | 4 | -20.00% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Bridgeway Omni Small-Cap Value | 360.00K | 0.40% | - |
Bridgeway Omni Small-Cap Value N | 360.00K | 0.40% | - |
EA Bridgeway Omni Small-Cap Value ETF | 318.39K | 0.35% | 396.00 |
SPDR® Portfolio Emerging Markets ETF | 208.07K | 0.23% | - |
Invesco Golden Dragon China ETF | 72.12K | 0.08% | - |
Fidelity Nasdaq Composite Index | 60.13K | 0.07% | - |
SPDR® S&P China ETF | 46.28K | 0.05% | - |
SPDR® S&P Emerging Markets Small Cap ETF | 14.58K | 0.02% | - |
Victory Extended Market Index | 9.09K | 0.01% | -142.00 |
Carbon Collective Climate Sol US Eq ETF | 3.53K | 0.00% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jun 03, 2020 | Asia EVK New Energy Auto Ltd | - | Buy | $1.03M |
Jun 03, 2020 | Li Yunfei | CEO | Buy | $990.06K |
Sep 04, 2019 | Asia EVK New Energy Auto Ltd | - | Buy | $2.91M |
Sep 04, 2019 | Li Yunfei | CEO | Buy | $3.08M |
Sep 04, 2019 | Li Dawei | - | Buy | $1.45M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2022 Q2 | - | - |
2021 Q2 | - | - |
2020 Q2 | 2 | - |
2019 Q3 | 3 | - |
2019 Q2 | - | - |
CBAT Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools