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WBX

Wallbox

52 hedge funds and large institutions have $67.1M invested in Wallbox in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $98K | Put options by funds: $56K

72% more capital invested

Capital invested by funds: $38.9M → $67.1M (+$28.1M)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

4% more funds holding

Funds holding: 5052 (+2)

0.1% more ownership

Funds ownership: 0.39%0.5% (+0.1%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
12
Reduced
15
Closed
13
Calls
$98K
Puts
$56K
Net Calls
+$42K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
OR
26
Olympiad Research
Connecticut
$110K +$112K +1,122 New
UBS Group
27
UBS Group
Switzerland
$106K -$39.6K -397 -27%
Osaic Holdings
28
Osaic Holdings
Arizona
$106K -$7.59K -76 -7%
Creative Planning
29
Creative Planning
Kansas
$100K +$46.9K +470 +85%
VF
30
Virtu Financial
New York
$92K -$44.7K -448 -32%
Squarepoint
31
Squarepoint
New York
$86K +$87.8K +879 New
ECM
32
ExodusPoint Capital Management
New York
$85K -$3.4K -34 -4%
NWM
33
NEIRG Wealth Management
Massachusetts
$58.2K +$59.4K +595 New
Vontobel Holding
34
Vontobel Holding
Switzerland
$54K +$3.79K +38 +7%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$49K -$10.2K -102 -17%
Group One Trading
36
Group One Trading
Illinois
$40.5K +$41.3K +414 New
GFL
37
Granite FO LLC
New Hampshire
$32.8K +$59.9K +600 New
BlackRock
38
BlackRock
New York
$28.6K -$23.8K -238 -45%
Simplex Trading
39
Simplex Trading
Illinois
$28K +$10.7K +107 +58%
AAM
40
Advisors Asset Management
Colorado
$27K -$699 -7 -2%
Citigroup
41
Citigroup
New York
$11.2K +$1.7K +17 +17%
Wells Fargo
42
Wells Fargo
California
$6.72K -$4.99K -50 -42%
NL
43
NVWM LLC
Pennsylvania
$4.16K
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$3.42K
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$1.95K
ASN
46
Advisory Services Network
Georgia
$1.47K
Zurich Cantonal Bank
47
Zurich Cantonal Bank
Switzerland
$1.46K
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.36K
HNB
49
Huntington National Bank
Ohio
$978
SPIA
50
Steward Partners Investment Advisory
New York
$489

WBX Hedge Fund Activity: Q1 2023 in Review

52 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q1 2023, worth a combined $67.1M — up 72% from $38.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WBX positions and 13 closed out — a net gain of 2 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $15M. The largest seller was Invesco, cutting an estimated $4.92M.

  • 52 institutional investors held Wallbox (WBX) as of Q1 2023, up from 50 in Q4 2022.
  • Funds reported $67.1M of Wallbox stock for Q1 2023, up 72% quarter-over-quarter.
  • 15 funds opened new Wallbox positions in Q1 2023 and 13 closed out, a net change of +2 holders.
  • The largest Wallbox buyer in Q1 2023 was Norges Bank, an estimated $15M added.
  • The largest Wallbox seller in Q1 2023 was Invesco, an estimated $4.92M sold.

Based on aggregated 13F filings for Q1 2023.