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WBX

Wallbox
WBX

43 hedge funds and large institutions have $58.9M invested in Wallbox in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $861K

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more funds holding

Funds holding: 40 → 43 (+3)

0% less ownership

Funds ownership: 0.24% → 0.24% (-0%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

31% less capital invested

Capital invested by funds: $85.9M → $58.9M (-$27M)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
12
Closed
5
Calls
$3.66M
Puts
$861K
Net Calls
+$2.8M
Net Calls Change
+$3.95M

Top Buyers

Rank Fund Capital Flow
1
Vontobel Holding
Vontobel Holding
Switzerland
+$1.87M
2
CAN
Cetera Advisor Networks
California
+$1.27M
3
E
Ergoteles
New York
+$822K
4
Stifel Financial
Stifel Financial
Missouri
+$694K
5
Morgan Stanley
Morgan Stanley
New York
+$367K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.08M
2
Millennium Management
Millennium Management
New York
-$1.53M
3
ICM
Ionic Capital Management
New York
-$836K
4
Bank of America
Bank of America
North Carolina
-$783K
5
First Trust Advisors
First Trust Advisors
Illinois
-$416K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$37K +$34.8K +162 +360%
TRCT
27
Tower Research Capital (TRC)
New York
$32K -$9.24K -43 -19%
PCM
28
Penserra Capital Management
California
$28K -$43K -200 -56%
AAM
29
Advisors Asset Management
Colorado
$17K +$10.7K +50 +104%
IA
30
IFP Advisors
Florida
$13K – – –
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$13K +$1.07K +5 +7%
Wells Fargo
32
Wells Fargo
California
$12K +$10.7K +50 +263%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$11K – – –
RE
34
RBC Europe
United Kingdom
$10K – – –
FWM
35
Focused Wealth Management
New York
$9K – – –
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$7K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$6K – – –
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.48K – – –
HNB
39
Huntington National Bank
Ohio
$2K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$1K – – –
Zurich Cantonal Bank
41
Zurich Cantonal Bank
Switzerland
$1K +$1.72K +8 New
PCH
42
Polar Capital Holdings
United Kingdom
$211 -$17.2K -80 -6%
ICM
43
Ionic Capital Management
New York
– -$836K -3,280 Closed
KC
44
Kepos Capital
New York
– -$383K -1,500 Closed
MA
45
MYDA Advisors
New York
– -$255K -1,000 Closed
Walleye Trading
46
Walleye Trading
New York
– -$148K -580 Closed
GWMIA
47
Global Wealth Management Investment Advisory
Florida
– -$3K -10 Closed
HI
48
Harbour Investments
Wisconsin
– +$430 +2 New
1
2

WBX Hedge Fund Activity: Q2 2022 in Review

43 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q2 2022, worth a combined $58.9M — down 31% from $85.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WBX positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Vontobel Holding, opening a new position worth an estimated $1.87M. The largest seller was UBS Group, cutting an estimated $2.08M.

  • 43 institutional investors held Wallbox (WBX) as of Q2 2022, up from 40 in Q1 2022.
  • Funds reported $58.9M of Wallbox stock for Q2 2022, down 31% quarter-over-quarter.
  • 8 funds opened new Wallbox positions in Q2 2022 and 5 closed out, a net change of +3 holders.
  • The largest Wallbox buyer in Q2 2022 was Vontobel Holding, an estimated $1.87M added.
  • The largest Wallbox seller in Q2 2022 was UBS Group, an estimated $2.08M sold.

Based on aggregated 13F filings for Q2 2022.