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WBX

Wallbox

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

0.17% less ownership

Funds ownership: 0.39%0.22% (-0.17%)

7% less call options, than puts

Call options by funds: $52K | Put options by funds: $56K

11% less funds holding

Funds holding: 4742 (-5)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

51% less capital invested

Capital invested by funds: $23.6M → $11.6M (-$12M)

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.6%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$14.3K +$15.1K +504 New
MFIM
27
Mesirow Financial Investment Management
Illinois
$14.2K +$15K +500 New
Zurich Cantonal Bank
28
Zurich Cantonal Bank
Switzerland
$13.2K
Simplex Trading
29
Simplex Trading
Illinois
$5K +$5.56K +185 +18,500%
Wells Fargo
30
Wells Fargo
California
$4.26K -$1.5K -50 -25%
SWM
31
Spire Wealth Management
Virginia
$4.26K
Citadel Advisors
32
Citadel Advisors
Florida
$4.01K -$46.4K -1,544 -92%
Group One Trading
33
Group One Trading
Illinois
$3.71K -$7K -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 -$210 -7 -9%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2K +$30 +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 +$751 +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
JP Morgan Chase
48
JP Morgan Chase
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

WBX Hedge Fund Activity: Q1 2024 in Review

42 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q1 2024, worth a combined $11.6M — down 51% from $23.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WBX and 6 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 7 added.

The largest buyer was Invesco, adding an estimated $476K. The largest seller was Norges Bank, cutting an estimated $7.03M.

  • 42 institutional investors held Wallbox (WBX) as of Q1 2024, down from 47 in Q4 2023.
  • Funds reported $11.6M of Wallbox stock for Q1 2024, down 51% quarter-over-quarter.
  • 6 funds opened new Wallbox positions in Q1 2024 and 10 closed out, a net change of -4 holders.
  • The largest Wallbox buyer in Q1 2024 was Invesco, an estimated $476K added.
  • The largest Wallbox seller in Q1 2024 was Norges Bank, an estimated $7.03M sold.

Based on aggregated 13F filings for Q1 2024.