Wallbox
WBX
40 hedge funds and large institutions have $59.6M invested in Wallbox in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 19 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
0.07% more ownership
Funds ownership: 0.5% → 0.56% (+0.07%)
11% less capital invested
Capital invested by funds: $67.1M → $59.6M (-$7.48M)
23% less funds holding
Funds holding: 52 → 40 (-12)
63% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 19
67% less call options, than puts
Call options by funds: $8K | Put options by funds: $24K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$6.93M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$3.35M |
| 3 |
State Street
Boston,
Massachusetts
|
+$916K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$739K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$692K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$2.45M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.27M |
| 3 |
Goldman Sachs
New York
|
-$293K |
| 4 |
SG Americas Securities
New York
|
-$283K |
| 5 |
Jane Street
New York
|
-$243K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
51
Prelude Capital Management
New York
| – | -$110K | -1,122 | Closed |
|
52
Squarepoint
New York
| – | -$86K | -879 | Closed |
|
|
ECM
53
ExodusPoint Capital Management
New York
| – | -$85K | -868 | Closed |
|
|
GFL
54
Granite FO LLC
Bedford,
New Hampshire
| – | -$32.8K | -600 | Closed |
|
55
BlackRock
New York
| – | -$28.6K | -293 | Closed |
|
|
NL
56
NVWM LLC
Yardley,
Pennsylvania
| – | -$4.16K | -43 | Closed |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| – | -$1.47K | -15 | Closed |
|
|
HNB
58
Huntington National Bank
Columbus,
Ohio
| – | -$978 | -10 | Closed |
|
|
HI
59
Harbour Investments
Madison,
Wisconsin
| – | -$171 | -2 | Closed |
|
WBX Hedge Fund Activity: Q2 2023 in Review
40 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q2 2023, worth a combined $59.6M — down 11% from $67.1M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of WBX and 7 opened new positions — a net loss of 12 holders — while 9 trimmed existing stakes and 18 added.
The largest buyer was Norges Bank, adding an estimated $6.93M. The largest seller was Private Advisory Group, exiting entirely with an estimated $2.45M sold.
- 40 institutional investors held Wallbox (WBX) as of Q2 2023, down from 52 in Q1 2023.
- Funds reported $59.6M of Wallbox stock for Q2 2023, down 11% quarter-over-quarter.
- 7 funds opened new Wallbox positions in Q2 2023 and 19 closed out, a net change of -12 holders.
- The largest Wallbox buyer in Q2 2023 was Norges Bank, an estimated $6.93M added.
- The largest Wallbox seller in Q2 2023 was Private Advisory Group, an estimated $2.45M sold.
Based on aggregated 13F filings for Q2 2023.