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WBX

Wallbox
WBX

52 hedge funds and large institutions have $67.1M invested in Wallbox in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $98K | Put options by funds: $56K

72% more capital invested

Capital invested by funds: $38.9M → $67.1M (+$28.1M)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

4% more funds holding

Funds holding: 50 → 52 (+2)

0.1% more ownership

Funds ownership: 0.39% → 0.5% (+0.1%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
12
Reduced
15
Closed
13
Calls
$98K
Puts
$56K
Net Calls
+$42K
Net Calls Change
+$137K

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$15M
2
PAG
Private Advisory Group
Washington
+$2.5M
3
CS
Credit Suisse
Switzerland
+$1.86M
4
Bank of America
Bank of America
North Carolina
+$906K
5
CAN
Cetera Advisor Networks
California
+$596K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.92M
2
PCM
Portolan Capital Management
Massachusetts
-$1.83M
3
JP Morgan Chase
JP Morgan Chase
New York
-$296K
4
Morgan Stanley
Morgan Stanley
New York
-$286K
5
First Trust Advisors
First Trust Advisors
Illinois
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
51
Harbour Investments
Wisconsin
$171 – – –
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$86 -$9.98K -100 -10%
PCM
53
Portolan Capital Management
Massachusetts
– -$1.83M -25,493 Closed
JP Morgan Chase
54
JP Morgan Chase
New York
– -$296K -4,133 Closed
GCP
55
GSA Capital Partners
United Kingdom
– -$150K -2,099 Closed
AC
56
Aristides Capital
Kentucky
– -$91K -1,271 Closed
AGM
57
Alpine Global Management
New York
– -$87K -1,211 Closed
Baird Financial Group
58
Baird Financial Group
Wisconsin
– -$70K -977 Closed
OQS
59
Occudo Quantitative Strategies
Florida
– -$61.2K -855 Closed
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
– -$20K -291 Closed
TRCT
61
Tower Research Capital (TRC)
New York
– -$16K -230 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– -$13.1K -183 Closed
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
– -$2K -28 Closed
MFG
64
Mendota Financial Group
Wisconsin
– -$644 -9 Closed
IA
65
IFP Advisors
Florida
– -$1K -1 Closed
1 2
3

WBX Hedge Fund Activity: Q1 2023 in Review

52 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q1 2023, worth a combined $67.1M — up 72% from $38.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WBX positions and 13 closed out — a net gain of 2 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $15M. The largest seller was Invesco, cutting an estimated $4.92M.

  • 52 institutional investors held Wallbox (WBX) as of Q1 2023, up from 50 in Q4 2022.
  • Funds reported $67.1M of Wallbox stock for Q1 2023, up 72% quarter-over-quarter.
  • 15 funds opened new Wallbox positions in Q1 2023 and 13 closed out, a net change of +2 holders.
  • The largest Wallbox buyer in Q1 2023 was Norges Bank, an estimated $15M added.
  • The largest Wallbox seller in Q1 2023 was Invesco, an estimated $4.92M sold.

Based on aggregated 13F filings for Q1 2023.