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Wallbox
WBX

Overview Fund Activity

42 hedge funds and large institutions have $11.6M invested in Wallbox in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
17
Closed
10
Calls
$52K
Puts
$56K
Net Calls
-$4K
Net Calls Change
-$15K

Top Buyers

1
Invesco
Invesco
Georgia
$4.95M
2
Stifel Financial
Stifel Financial
Missouri
$2.54M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$282K
4
TSS
Two Sigma Securities
New York
$40K
5
Millennium Management
Millennium Management
New York
$52.8K

Top Sellers

1
Norges Bank
Norges Bank
Norway
$592K
2
Morgan Stanley
Morgan Stanley
New York
$100K
3
CS
Credit Suisse
Switzerland
$653K
4
First Trust Advisors
First Trust Advisors
Illinois
$1.06M
5
AC
Aristides Capital
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$14.3K +$14.3K +504 New
MFIM
27
Mesirow Financial Investment Management
Illinois
$14.2K +$14.2K +500 New
Zurich Cantonal Bank
28
Zurich Cantonal Bank
Switzerland
$13.2K – – –
Simplex Trading
29
Simplex Trading
Illinois
$5K +$4.97K +185 +18,500%
Wells Fargo
30
Wells Fargo
California
$4.26K -$1.42K -50 -25%
SWM
31
Spire Wealth Management
Virginia
$4.26K – – –
Citadel Advisors
32
Citadel Advisors
Florida
$4.01K -$43.9K -1,544 -92%
Group One Trading
33
Group One Trading
Illinois
$3.71K -$6.6K -233 -64%
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.31K – – –
HI
35
Hoey Investments
Pennsylvania
$2.84K – – –
Citigroup
36
Citigroup
New York
$2.14K -$199 -7 -9%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2K +$32 +1 +2%
MAWCM
38
Mine & Arao Wealth Creation & Management
California
$1.82K – – –
GI
39
GAMMA Investing
California
$1.2K – – –
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$994 – – –
CA
41
Crewe Advisors
Utah
$710 +$710 +25 New
SPIA
42
Steward Partners Investment Advisory
New York
$142 – – –
AC
43
Aristides Capital
Kentucky
– -$125K -3,585 Closed
DC
44
Diametric Capital
Massachusetts
– -$61.3K -1,752 Closed
EGM
45
Engineers Gate Manager
New York
– -$44.8K -1,281 Closed
MPW
46
MGO Private Wealth
California
– -$30.4K -867 Closed
PCM
47
Prelude Capital Management
New York
– -$20.7K -592 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
– -$19.4K -555 Closed
ASN
49
Advisory Services Network
Georgia
– -$788 -23 Closed
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
– -$663 -20 Closed
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