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WBX

Wallbox

50 hedge funds and large institutions have $38.9M invested in Wallbox in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

28% more funds holding

Funds holding: 3950 (+11)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0.05% less ownership

Funds ownership: 0.45%0.39% (-0.05%)

60% less capital invested

Capital invested by funds: $98.1M → $38.9M (-$59.1M)

97% less call options, than puts

Call options by funds: $3K | Put options by funds: $98K

Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
13
Reduced
12
Closed
8
Calls
$3K
Puts
$98K
Net Calls
-$95K
Net Calls Change
-$864K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$46.3K +$73.2K +646 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$43K +$4.08K +36 +6%
Creative Planning
28
Creative Planning
Kansas
$39.8K +$5.1K +45 +9%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$38.6K +$61.1K +539 New
BlackRock
30
BlackRock
New York
$38K +$60.2K +531 New
Vontobel Holding
31
Vontobel Holding
Switzerland
$36.8K -$902K -7,955 -94%
AAM
32
Advisors Asset Management
Colorado
$20.2K -$2.04K -18 -6%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$20K +$14.2K +125 +75%
TRCT
34
Tower Research Capital (TRC)
New York
$16K +$26.1K +230 New
Citadel Advisors
35
Citadel Advisors
Florida
$13.1K +$20.7K +183 New
Simplex Trading
36
Simplex Trading
Illinois
$13K +$21K +185 New
Wells Fargo
37
Wells Fargo
California
$8.5K +$5.67K +50 +72%
Citigroup
38
Citigroup
New York
$7.01K -$10.2K -90 -48%
NL
39
NVWM LLC
Pennsylvania
$4.17K -$6.46K -57 -57%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$2.51K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$2K
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$1.43K +$2.27K +20 New
ASN
43
Advisory Services Network
Georgia
$1.07K +$1.7K +15 New
Zurich Cantonal Bank
44
Zurich Cantonal Bank
Switzerland
$1.04K +$907 +8 +100%
IA
45
IFP Advisors
Florida
$1K -$6.24K -55 -98%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$999
HNB
47
Huntington National Bank
Ohio
$716
MFG
48
Mendota Financial Group
Wisconsin
$644 +$1.02K +9 New
SPIA
49
Steward Partners Investment Advisory
New York
$358
HI
50
Harbour Investments
Wisconsin
$125

WBX Hedge Fund Activity: Q4 2022 in Review

50 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q4 2022, worth a combined $38.9M — down 60% from $98.1M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WBX positions and 8 closed out — a net gain of 11 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Invesco, adding an estimated $8.47M. The largest seller was Janus Henderson Group, cutting an estimated $21.1M.

  • 50 institutional investors held Wallbox (WBX) as of Q4 2022, up from 39 in Q3 2022.
  • Funds reported $38.9M of Wallbox stock for Q4 2022, down 60% quarter-over-quarter.
  • 19 funds opened new Wallbox positions in Q4 2022 and 8 closed out, a net change of +11 holders.
  • The largest Wallbox buyer in Q4 2022 was Invesco, an estimated $8.47M added.
  • The largest Wallbox seller in Q4 2022 was Janus Henderson Group, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2022.