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WBX

Wallbox
WBX

31 hedge funds and large institutions have $10M invested in Wallbox in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $49K | Put options by funds: $26K

0.02% less ownership

Funds ownership: 0.22% → 0.2% (-0.02%)

14% less capital invested

Capital invested by funds: $11.6M → $10M (-$1.59M)

26% less funds holding

Funds holding: 42 → 31 (-11)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
31
Holders Change
-11
Holders Change %
-26.19%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
14
Closed
11
Calls
$49K
Puts
$26K
Net Calls
+$23K
Net Calls Change
+$27K

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$621K
2
Stifel Financial
Stifel Financial
Missouri
+$179K
3
Invesco
Invesco
Georgia
+$119K
4
Jane Street
Jane Street
New York
+$100K
5
JSC
J. Stern & Co
United Kingdom
+$72.5K

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$592K
2
TI
Tidal Investments
Wisconsin
-$115K
3
First Trust Advisors
First Trust Advisors
Illinois
-$114K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$61.5K
5
Millennium Management
Millennium Management
New York
-$52.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
26
Simplex Trading
Illinois
$3K -$1.07K -37 -20%
SWM
27
Spire Wealth Management
Virginia
$2.62K -$1.45K -50 -33%
HI
28
Hoey Investments
Pennsylvania
$2.62K – – –
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$917 – – –
CA
30
Crewe Advisors
Utah
$655 – – –
SPIA
31
Steward Partners Investment Advisory
New York
$131 – – –
Norges Bank
32
Norges Bank
Norway
– -$592K -20,862 Closed
Millennium Management
33
Millennium Management
New York
– -$52.8K -1,860 Closed
State Street
34
State Street
Massachusetts
– -$46.8K -1,649 Closed
TSS
35
Two Sigma Securities
New York
– -$40K -1,408 Closed
VA
36
Vident Advisory
Georgia
– -$26.6K -936 Closed
VF
37
Virtu Financial
New York
– -$23K -815 Closed
Rafferty Asset Management
38
Rafferty Asset Management
New York
– -$14.3K -504 Closed
Citadel Advisors
39
Citadel Advisors
Florida
– -$4.09K -141 Closed
Citigroup
40
Citigroup
New York
– -$2.14K -75 Closed
MAWCM
41
Mine & Arao Wealth Creation & Management
California
– -$1.82K -64 Closed
GI
42
GAMMA Investing
California
– -$1.2K -42 Closed
1
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WBX Hedge Fund Activity: Q2 2024 in Review

31 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q2 2024, worth a combined $10M — down 14% from $11.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WBX and 3 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 6 added.

The largest buyer was UBS AM, opening a new position worth an estimated $621K. The largest seller was Norges Bank, exiting entirely with an estimated $592K sold.

  • 31 institutional investors held Wallbox (WBX) as of Q2 2024, down from 42 in Q1 2024.
  • Funds reported $10M of Wallbox stock for Q2 2024, down 14% quarter-over-quarter.
  • 3 funds opened new Wallbox positions in Q2 2024 and 11 closed out, a net change of -8 holders.
  • The largest Wallbox buyer in Q2 2024 was UBS AM, an estimated $621K added.
  • The largest Wallbox seller in Q2 2024 was Norges Bank, an estimated $592K sold.

Based on aggregated 13F filings for Q2 2024.