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WBX

Wallbox
WBX

39 hedge funds and large institutions have $98.1M invested in Wallbox in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

114% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $673K

66% more capital invested

Capital invested by funds: $58.9M → $98.1M (+$39.1M)

0.21% more ownership

Funds ownership: 0.24% → 0.45% (+0.21%)

9% less funds holding

Funds holding: 43 → 39 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
7
Closed
10
Calls
$1.44M
Puts
$673K
Net Calls
+$769K
Net Calls Change
-$2.03M

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$46.4M
2
Morgan Stanley
Morgan Stanley
New York
+$1.48M
3
Stifel Financial
Stifel Financial
Missouri
+$1.04M
4
Invesco
Invesco
Georgia
+$846K
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$747K

Top Sellers

Rank Fund Capital Flow
1
E
Ergoteles
New York
-$542K
2
First Trust Advisors
First Trust Advisors
Illinois
-$263K
3
Walleye Capital
Walleye Capital
New York
-$254K
4
JF
Jump Financial
Illinois
-$217K
5
Jane Street
Jane Street
New York
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$26K +$22.3K +125 +305%
NL
27
NVWM LLC
Pennsylvania
$16K +$17.8K +100 New
IA
28
IFP Advisors
Florida
$14K – – –
Wells Fargo
29
Wells Fargo
California
$11K – – –
FWM
30
Focused Wealth Management
New York
$8K – – –
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$6K – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$4K +$4.99K +28 New
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.2K – – –
HNB
34
Huntington National Bank
Ohio
$2K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$1K – – –
Zurich Cantonal Bank
36
Zurich Cantonal Bank
Switzerland
$1K – – –
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$827 +$891 +5 New
PCH
38
Polar Capital Holdings
United Kingdom
$170 -$19.1K -107 -9%
Walleye Capital
39
Walleye Capital
New York
– -$254K -1,428 Closed
JF
40
Jump Financial
Illinois
– -$217K -1,224 Closed
Jane Street
41
Jane Street
New York
– -$211K -1,188 Closed
State of Tennessee, Department of Treasury
42
State of Tennessee, Department of Treasury
Tennessee
– -$135K -758 Closed
CS
43
Credit Suisse
Switzerland
– -$127K -714 Closed
Millennium Management
44
Millennium Management
New York
– -$97K -547 Closed
TRCT
45
Tower Research Capital (TRC)
New York
– -$32K -180 Closed
PCM
46
Penserra Capital Management
California
– -$28K -160 Closed
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
– -$13K -75 Closed
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
– -$11K -60 Closed
1
2

WBX Hedge Fund Activity: Q3 2022 in Review

39 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q3 2022, worth a combined $98.1M — up 66% from $58.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WBX and 7 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 15 added.

The largest buyer was Janus Henderson Group, adding an estimated $46.4M. The largest seller was Ergoteles, cutting an estimated $542K.

  • 39 institutional investors held Wallbox (WBX) as of Q3 2022, down from 43 in Q2 2022.
  • Funds reported $98.1M of Wallbox stock for Q3 2022, up 66% quarter-over-quarter.
  • 7 funds opened new Wallbox positions in Q3 2022 and 10 closed out, a net change of -3 holders.
  • The largest Wallbox buyer in Q3 2022 was Janus Henderson Group, an estimated $46.4M added.
  • The largest Wallbox seller in Q3 2022 was Ergoteles, an estimated $542K sold.

Based on aggregated 13F filings for Q3 2022.