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WBX

Wallbox

40 hedge funds and large institutions have $59.6M invested in Wallbox in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

0.07% more ownership

Funds ownership: 0.5%0.56% (+0.07%)

11% less capital invested

Capital invested by funds: $67.1M → $59.6M (-$7.48M)

23% less funds holding

Funds holding: 5240 (-12)

63% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 19

67% less call options, than puts

Call options by funds: $8K | Put options by funds: $24K

Holders
40
Holders Change
-12
Holders Change %
-23.08%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
9
Closed
19
Calls
$8K
Puts
$24K
Net Calls
-$16K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
26
Vontobel Holding
Switzerland
$39.1K
Rafferty Asset Management
27
Rafferty Asset Management
New York
$36.1K +$33.6K +509 New
Group One Trading
28
Group One Trading
Illinois
$33.2K +$3.63K +55 +13%
SWM
29
Spire Wealth Management
Virginia
$20.9K +$19.5K +295 New
AAM
30
Advisors Asset Management
Colorado
$15.8K -$3.5K -53 -19%
FIA
31
FNY Investment Advisers
New York
$14K +$13.2K +200 New
Citigroup
32
Citigroup
New York
$10.7K +$2.38K +36 +31%
Simplex Trading
33
Simplex Trading
Illinois
$6K -$13K -197 -67%
Zurich Cantonal Bank
34
Zurich Cantonal Bank
Switzerland
$5.9K +$4.56K +69 +431%
Wells Fargo
35
Wells Fargo
California
$3.54K -$1.25K -19 -28%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$2.48K
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$1.4K
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$988
MFG
39
Mendota Financial Group
Wisconsin
$638 +$595 +9 New
SPIA
40
Steward Partners Investment Advisory
New York
$354
PAG
41
Private Advisory Group
Washington
-$2.45M -25,016 Closed
CAN
42
Cetera Advisor Networks
California
-$1.27M -13,036 Closed
SG Americas Securities
43
SG Americas Securities
New York
-$283K -2,889 Closed
Jane Street
44
Jane Street
New York
-$243K -2,485 Closed
E
45
Ergoteles
New York
-$170K -1,735 Closed
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
-$154K -1,576 Closed
FRM
47
Fox Run Management
Connecticut
-$151K -1,540 Closed
OCM
48
Ovata Capital Management
Hong Kong
-$122K -1,250 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$117K -1,197 Closed
OR
50
Olympiad Research
Connecticut
-$110K -1,122 Closed

WBX Hedge Fund Activity: Q2 2023 in Review

40 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q2 2023, worth a combined $59.6M — down 11% from $67.1M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WBX and 7 opened new positions — a net loss of 12 holders — while 9 trimmed existing stakes and 18 added.

The largest buyer was Norges Bank, adding an estimated $6.93M. The largest seller was Private Advisory Group, exiting entirely with an estimated $2.45M sold.

  • 40 institutional investors held Wallbox (WBX) as of Q2 2023, down from 52 in Q1 2023.
  • Funds reported $59.6M of Wallbox stock for Q2 2023, down 11% quarter-over-quarter.
  • 7 funds opened new Wallbox positions in Q2 2023 and 19 closed out, a net change of -12 holders.
  • The largest Wallbox buyer in Q2 2023 was Norges Bank, an estimated $6.93M added.
  • The largest Wallbox seller in Q2 2023 was Private Advisory Group, an estimated $2.45M sold.

Based on aggregated 13F filings for Q2 2023.