CBAK Energy Technology Inc (CBAT) Ownership

0.84 ↓0.00 (-0.11%)

As of March 20, 2023, 1:39pm EST.

Institutions
Mutual Funds

Institutional Ownership

Marshall Wace Asset Management Ltd is the biggest individual institutional holder of CBAK Energy Technology Inc (CBAT), owning a total of 404 thousand shares. Combined, the top 27 institutional holders of CBAT own 2.57% of the company with a total of 2.3 million shares.

In the latest ownership report on December 31st 2022, the top 27 institutional holders increased their combined ownership of CBAT by 109 thousand shares. 4 institutions bought 347,589 total additional shares and increased their ownership by an average of 1.52%. However 2 institutions sold 238,570 total shares and decreased their ownership by an average of 79.21%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of CBAK Energy Technology increased by a net total of 109,019 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
GSA Capital Partners LLP	0.382%	2.888%	340,336	9,554	2022-12-31
State Street Corporation	0.372%	3.190%	331,093	10,235	2022-12-31
Bridgeway Capital Management, LLC	0.365%	0.000%	325,000	325,000	2022-12-31
Susquehanna Fundamental Investments, LLC	0.048%	-69.378%	42,900	-97,193	2022-12-31
Renaissance Technologies Corp	0.020%	-89.036%	17,410	-141,377	2022-12-31
BCJ Capital Management, LLC	0.017%	0.000%	14,964	0	2022-12-31
Concord Wealth Partners	0.003%	0.000%	2,800	2,800	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Marshall Wace Asset Management Ltd	0.454%	1.481%	404,259	5,900	2022-09-30
GSA Capital Partners LLP	0.382%	2.888%	340,336	9,554	2022-12-31
State Street Corporation	0.372%	3.190%	331,093	10,235	2022-12-31
Bridgeway Capital Management, LLC	0.365%	0.000%	325,000	325,000	2022-12-31
Millennium Management LLC	0.230%	-52.676%	204,549	-227,686	2022-09-30
Amvescap Plc.	0.139%	0.000%	123,476	123,476	2022-09-30
Susquehanna International Group, LLP	0.082%	-57.498%	73,338	-99,213	2022-09-30
Citadel Advisors Llc	0.078%	21.960%	69,449	12,505	2022-06-30
UBS Group AG	0.078%	257.749%	69,346	49,962	2022-06-30
Algert Global LLC	0.070%	0.000%	62,180	0	2022-09-30
Geode Capital Management, LLC	0.068%	70.112%	60,126	24,781	2022-09-30
JANE STREET GROUP, LLC	0.049%	-45.429%	43,347	-36,085	2022-06-30
Susquehanna Fundamental Investments, LLC	0.048%	-69.378%	42,900	-97,193	2022-12-31
Morgan Stanley - Brokerage Accounts	0.037%	-31.254%	32,994	-15,000	2022-09-30
Sabby Management LLC	0.023%	-89.852%	20,298	-179,727	2022-06-30
Renaissance Technologies Corp	0.020%	-89.036%	17,410	-141,377	2022-12-31
BCJ Capital Management, LLC	0.017%	0.000%	14,964	0	2022-12-31
SIMPLEX TRADING, LLC	0.016%	-36.537%	14,163	-8,154	2022-09-30
Wolverine Trading LLC	0.013%	-23.172%	11,631	-3,508	2022-09-30
TWO SIGMA SECURITIES, LLC	0.012%	-61.020%	10,785	-16,883	2022-09-30
JPMorgan Chase & Co	0.005%	0.000%	4,377	4,377	2022-09-30
Tower Research Capital LLC	0.004%	39.197%	3,086	869	2022-06-30
Advisor Group Holdings, Inc.	0.003%	0.000%	2,900	0	2022-09-30
Concord Wealth Partners	0.003%	0.000%	2,800	2,800	2022-12-31
COWA, LLC	0.003%	0.000%	2,450	2,450	2022-09-30
Group One Trading, LP	0.002%	-92.709%	1,966	-25,000	2022-09-30
Farmers and Merchants Trust Company of Chambersbur	0.002%	0.000%	1,500	0	2022-09-30

Mutual Fund Ownership

Bridgeway Omni Tax-Managed Sm-Cp Val N is the biggest individual fund holder of CBAK Energy Technology Inc (CBAT), owning a total of 215 thousand shares. Combined, the top 13 mutual fund holders of CBAT own 1.25% of the company with a total of 1.1 million shares.

In the latest ownership report on February 28th 2023, the top 13 fund holders not made any changes to their ownership of CBAT. None of the mutual funds bought any additional shares.

Overall this is a neutral sign as the number of shares owned by the top 20 mutual funds holding CBAK Energy Technology stayed the same in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Date Reported
SPDR® Portfolio Emerging Markets ETF	0.184%	0.000%	163,400	2023-02-28
SPDR® S&P China ETF	0.145%	0.000%	129,314	2023-02-28
Invesco Golden Dragon China ETF	0.129%	0.000%	114,342	2023-02-28
SPDR® S&P Emerging Markets Small Cap ETF	0.065%	0.000%	58,063	2023-02-28
Carbon Collective Climate Sol US Eq ETF	0.002%	0.000%	1,806	2023-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.242%	0.000%	215,000	215,000	2022-12-31
SPDR® Portfolio Emerging Markets ETF	0.184%	0.000%	163,400	0	2023-02-28
SPDR® S&P China ETF	0.145%	0.000%	129,314	0	2023-02-28
Invesco Golden Dragon China ETF	0.129%	0.000%	114,342	0	2023-02-28
Bridgeway Omni Small-Cap Value	0.124%	0.000%	110,000	110,000	2022-12-31
Bridgeway Omni Small-Cap Value N	0.124%	0.000%	110,000	110,000	2022-12-31
Sygnia 4th Industrial Revolution Gl Eq B	0.090%	0.000%	80,282	0	2022-03-31
Sygnia Itrix 4th IR Global Equity ETF	0.082%	0.000%	72,685	72,685	2022-03-31
Fidelity® NASDAQ Composite Index®	0.068%	0.000%	60,126	0	2023-01-31
SPDR® S&P Emerging Markets Small Cap ETF	0.065%	0.000%	58,063	0	2023-02-28
Carbon Collective Climate Sol US Eq ETF	0.002%	0.000%	1,806	0	2023-02-28
NT Quality Small Cap Core	0.001%	0.000%	412	0	2022-12-31
NT Quality SCC US Fund - L	0.001%	0.000%	412	0	2022-12-31