CBAK Energy Ownership | Who Owns CBAK Energy?
CBAK Energy Ownership Summary
CBAK Energy is owned by 0.55% institutional investors, 19.83% insiders, and 79.62% retail investors. Bridgeway capital management is the largest institutional shareholder, holding 0.76% 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 | 0.55% | 19.83% | 79.62% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
| Industry | Electrical Equipment Stocks | 33.20% | 17.92% | 48.88% |
| Idea | Electric Vehicle Stocks List | 20.36% | 16.33% | 63.31% |
| Idea | EV Battery Stocks List | 16.06% | 17.79% | 66.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bridgeway capital management | 687.13K | 0.76% | $645.90K |
| Empowered funds | 327.13K | 0.36% | $307.50K |
| State street | 266.38K | 0.30% | $364.94K |
| Marshall wace, llp | 102.30K | 0.11% | $96.16K |
| Geode capital management | 60.13K | 0.07% | $56.52K |
| Atticus wealth management | 47.65K | 0.05% | $44.79K |
| Ubs group | 44.99K | 0.05% | $42.30K |
| Group one trading | 37.17K | 0.04% | $34.95M |
| James investment research | 37.00K | 0.04% | $34.78K |
| Newedge advisors | 37.00K | 0.04% | $34.78K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bridgeway capital management | 687.13K | 0.01% | $645.90K |
| Atticus wealth management | 47.65K | 0.01% | $44.79K |
| Azzad asset management inc /adv | 36.31K | 0.01% | $45.39K |
| Empowered funds | 327.13K | 0.00% | $307.50K |
| James investment research | 37.00K | 0.00% | $34.78K |
| Two sigma securities | 18.74K | 0.00% | $17.61K |
| Gsa capital partners llp | 16.39K | 0.00% | $15.00K |
| Trek financial | 14.96K | 0.00% | $14.07K |
| B. riley wealth advisors | 12.20K | 0.00% | $16.71K |
| Empirical financial services, llc d.b.a. empirical wealth management | 10.25K | 0.00% | $9.63K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 102.30K | 0.00% | 102.30K |
| Ubs group | 44.99K | - | 44.99K |
| Ameriprise financial | 20.00K | - | 20.00K |
| Two sigma securities | 18.74K | 0.00% | 18.74K |
| Empowered funds | 327.13K | 0.00% | 16.79K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | - | - | -82.21K |
| Invesco | - | - | -73.69K |
| Newedge advisors | 37.00K | 0.00% | -43.94K |
| Hrt financial lp | - | - | -42.83K |
| Xtx topco | - | - | -36.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ameriprise financial | 20.00K | - | 20.00K | $18.80K |
| Gsa capital partners llp | 16.39K | 0.00% | 16.39K | $15.00K |
| Citigroup | 5.19K | - | 5.19K | $4.88K |
| Us bancorp \de\ | 100.00 | - | 100.00 | $94.00 |
Sold Out
| Holder | Change |
|---|---|
| Global wealth strategies & associates | -120.00 |
| Qube research | -178.00 |
| Northwestern mutual wealth management | -250.00 |
| Mather group, llc. | -550.00 |
| Jpmorgan chase | -1.59K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 12 | -64.71% | 494,602 | -74.71% | - | 11.63% | 4 | -75.00% | 3 | -40.00% |
| 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% |
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 | 355.54K | 0.40% | 348.00 |
| SPDR® Portfolio Emerging Markets ETF | 215.94K | 0.24% | - |
| Invesco Golden Dragon China ETF | 72.12K | 0.08% | - |
| Fidelity Nasdaq Composite Index | 60.13K | 0.07% | - |
| SPDR® S&P China ETF | 45.43K | 0.05% | - |
| SPDR® S&P Emerging Markets Small Cap ETF | 13.72K | 0.02% | - |
| Victory Extended Market Index | 9.09K | 0.01% | -142.00 |
| Carbon Collective Climate Sol US Eq ETF | 3.42K | 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
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