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 | 62.82% | 10.55% | 26.63% |
| 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
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