Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cbak Energy Technology Inc (CBAT)

28 + Investors. Track Smart Money conviction in CBAT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
37%

Smart Money Signals — CBAT

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CBAT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
28 funds currently hold this stock — 90% of the 3.0-year high of 31 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 37% buying

7 buying12 selling
Last quarter: 12 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 3 → 9 → 2. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
18 out of 28 hedge funds have held CBAT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~2 new funds/quarter

4 → 8 → 3 → 9 → 2 new funds/Q
New funds entering each quarter: 8 → 3 → 9 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 18% newcomers

■ 68% veterans ■ 14% 1-2yr ■ 18% new
Entry-cohort mix of 28 holders: 19 (68%) are 2+ year veterans, 4 entered 1–2 years ago, and 5 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
9 of 28 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CBAT

In 2026 Q1, 7 hedge funds were net buyers of CBAT (2 opened a new position, 5 added to an existing one), while 12 reduced or exited (8 trimmed, 4 sold completely) — a 37% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 28.

Hedge Fund Ownership: CBAT

How many hedge funds hold CBAT — quarterly history vs. share price
Quarterly hedge fund ownership of CBAT vs. share price

Market Analysis: CBAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CBAT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Cbak Energy Technology Inc (CBAT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CBAT has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
CBAT
-17.8%
XLI
+11.9%

CBAT outperformed XLI by -29.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
CBAT
-13.9%
XLI
+5.5%

Since the filing became public, CBAT outperformed XLI by -19.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: CBAT
28 + Investors

Track Smart Money conviction in CBAT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 28 30 -6.67%
13F Shares 2M 2M -13.31%
Total Value $2M $2M -13.62%
New Positions 2 9 -7
Increased Positions 5 7 -2
Closed Positions 4 4 -
Reduced Positions 8 5 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CBAT

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CBAT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CBAT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bridgeway Capital Management, LLC 0.01% 786,807 $651K
2 James Investment Research, INC. 0.00% 52,521 $43K
3 Empowered Funds, LLC 0.00% 501,807 $415K
4 NewEdge Advisors, LLC 0.00% 52,521 $53K
5 Azzad Asset Management Inc /Adv 0.00% 20,312 $17K
6 StoneX Group Inc. 0.00% 22,301 $18K
7 Trek Financial, LLC 0.00% 14,964 $12K
8 XTX Topco Ltd 0.00% 17,727 $15K
9 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% 10,250 $8K
10 Squarepoint Ops LLC 0.00% 120,741 $100K
11 SBI Securities Co., Ltd. 0.00% 5,101 $4K
12 Renaissance Technologies LLC 0.00% 38,000 $31K
13 Harbour Investments, INC. 0.00% 2,000 $2K
14 Group One Trading LLC 0.00% 10,016 $8K
15 Ancora Advisors LLC 0.00% 760 —
16 Sachetta, LLC 0.00% 10 —
17 Jane Street Group, LLC 0.00% 39,297 $33K
18 Ameriprise Financial Inc 0.00% 19,999 $17K
19 UBS Group AG 0.00% 24,360 $20K
20 Susquehanna International Group, LLP 0.00% 27,177 $22K
21 Citigroup Inc 0.00% 5,486 $5K
22 Osaic Holdings, INC. 0.00% 900 —
23 Jones Financial Companies Lllp 0.00% 1,845 $2K
24 Simplex Trading, LLC 0.00% 704 —
25 National Bank of Canada /Fi/ 0.00% 300 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cbak Energy Technology Inc (CBAT)

What does the Smart Money Trend signal show for CBAT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CBAT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CBAT?

Heavy selling pressure — only 37% buying: Last quarter: 12 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for CBAT holders?

Smaller funds dominant — 9% AUM from top-100: 9 of 28 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CBAT?

64% of holders stayed for 2+ years: 18 out of 28 hedge funds have held CBAT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Cbak Energy Technology Inc (CBAT) following the 2026 Q1 hedge fund 13F filings?

As of today, CBAT has moved -13.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of -19.4%. Since the quarter end (March 31, 2026), CBAT has gained -17.8% vs +11.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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