Wallbox
WBX
50 hedge funds and large institutions have $38.9M invested in Wallbox in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
28% more funds holding
Funds holding: 39 → 50 (+11)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0.05% less ownership
Funds ownership: 0.45% → 0.39% (-0.05%)
60% less capital invested
Capital invested by funds: $98.1M → $38.9M (-$59.1M)
97% less call options, than puts
Call options by funds: $3K | Put options by funds: $98K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$8.47M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$2.89M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.43M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$453K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$21.1M |
| 2 |
AFM
Anson Funds Management
Dallas,
Texas
|
-$944K |
| 3 |
Vontobel Holding
Zurich,
Switzerland
|
-$902K |
| 4 |
Morgan Stanley
New York
|
-$485K |
| 5 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
-$472K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VVP
51
Venture Visionary Partners
Sylvania,
Ohio
| – | -$472K | -3,000 | Closed |
|
|
AFM
52
Anson Funds Management
Dallas,
Texas
| – | -$944K | -1,548 | Closed |
|
|
PCH
53
Polar Capital Holdings
London,
United Kingdom
| – | -$170 | -1,080 | Closed |
|
|
E
54
Ergoteles
New York
| – | -$123K | -780 | Closed |
|
55
LPL Financial
San Diego,
California
| – | -$88K | -560 | Closed |
|
56
Walleye Trading
New York
| – | -$88K | -557 | Closed |
|
|
FWM
57
Focused Wealth Management
Newburgh,
New York
| – | -$8K | -50 | Closed |
|
58
BNP Paribas Financial Markets
Paris,
France
| – | -$827 | -5 | Closed |
|
WBX Hedge Fund Activity: Q4 2022 in Review
50 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q4 2022, worth a combined $38.9M — down 60% from $98.1M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new WBX positions and 8 closed out — a net gain of 11 holders — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Invesco, adding an estimated $8.47M. The largest seller was Janus Henderson Group, cutting an estimated $21.1M.
- 50 institutional investors held Wallbox (WBX) as of Q4 2022, up from 39 in Q3 2022.
- Funds reported $38.9M of Wallbox stock for Q4 2022, down 60% quarter-over-quarter.
- 19 funds opened new Wallbox positions in Q4 2022 and 8 closed out, a net change of +11 holders.
- The largest Wallbox buyer in Q4 2022 was Invesco, an estimated $8.47M added.
- The largest Wallbox seller in Q4 2022 was Janus Henderson Group, an estimated $21.1M sold.
Based on aggregated 13F filings for Q4 2022.