Wallbox
WBX
31 hedge funds and large institutions have $9.16M invested in Wallbox in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 7 closing their positions.
540% more call options, than puts
Call options by funds: $64K | Put options by funds: $10K
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0.04% less ownership
Funds ownership: 0.2% → 0.16% (-0.04%)
8% less capital invested
Capital invested by funds: $10M → $9.16M (-$835K)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$540K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$164K |
| 3 |
Goldman Sachs
New York
|
+$105K |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$31.3K |
| 5 |
HF
HRT Financial
New York
|
+$24.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$561K |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$310K |
| 3 |
Jane Street
New York
|
-$49.6K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$32.4K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$30.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
26
GAMMA Investing
Foster City,
California
| $1.76K | +$1.97K | +72 | New |
|
27
Fifth Third Bancorp
Cincinnati,
Ohio
| $854 | – | – | – |
|
|
CA
28
Crewe Advisors
Salt Lake City,
Utah
| $610 | – | – | – |
|
29
Group One Trading
Chicago,
Illinois
| $538 | -$26.8K | -980 | -98% |
|
|
W
30
WealthCollab
Bellevue,
Washington
| $127 | +$137 | +5 | New |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $122 | – | – | – |
|
|
32
UBS AM
Chicago,
Illinois
| – | -$561K | -21,415 | Closed |
|
|
TI
33
Tidal Investments
Milwaukee,
Wisconsin
| – | -$310K | -11,830 | Closed |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$30.4K | -1,158 | Closed |
|
35
Focus Partners Wealth
Boston,
Massachusetts
| – | -$27K | -1,018 | Closed |
|
36
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$13.6K | -519 | Closed |
|
37
Simplex Trading
Chicago,
Illinois
| – | -$4.07K | -149 | Closed |
|
|
SWM
38
Spire Wealth Management
Mclean,
Virginia
| – | -$2.62K | -100 | Closed |
|
WBX Hedge Fund Activity: Q3 2024 in Review
31 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q3 2024, worth a combined $9.16M — down 8.4% from $10M a quarter earlier.
Fund positioning in WBX was balanced in Q3 2024: 7 funds opened new positions, 7 closed out, 7 added to existing stakes and 9 trimmed.
The largest buyer was Stifel Financial, adding an estimated $540K. The largest seller was UBS AM, exiting entirely with an estimated $561K sold.
- 31 institutional investors held Wallbox (WBX) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $9.16M of Wallbox stock for Q3 2024, down 8.4% quarter-over-quarter.
- 7 funds opened new Wallbox positions in Q3 2024 and 7 closed out, a net change of 0 holders.
- The largest Wallbox buyer in Q3 2024 was Stifel Financial, an estimated $540K added.
- The largest Wallbox seller in Q3 2024 was UBS AM, an estimated $561K sold.
Based on aggregated 13F filings for Q3 2024.