Wallbox
WBX
47 hedge funds and large institutions have $23.6M invested in Wallbox in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
21% more funds holding
Funds holding: 39 → 47 (+8)
16% more call options, than puts
Call options by funds: $80K | Put options by funds: $69K
0.08% less ownership
Funds ownership: 0.47% → 0.39% (-0.08%)
36% less capital invested
Capital invested by funds: $36.7M → $23.6M (-$13.1M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$616K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$516K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$451K |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$373K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$147K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$7.55M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$772K |
| 3 |
State Street
Boston,
Massachusetts
|
-$441K |
| 4 |
HCA
Harbour Capital Advisors
Tysons Corner,
Virginia
|
-$150K |
| 5 |
Millennium Management
New York
|
-$143K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$40K | -885 | Closed |
|
|
PCIA
52
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$31.8K | -706 | Closed |
|
|
AAM
53
Advisors Asset Management
Monument,
Colorado
| – | -$6.7K | -149 | Closed |
|
|
MFG
54
Mendota Financial Group
Madison,
Wisconsin
| – | -$405 | -9 | Closed |
|
55
Simplex Trading
Chicago,
Illinois
| – | +$36 | +1 | New |
|
WBX Hedge Fund Activity: Q4 2023 in Review
47 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q4 2023, worth a combined $23.6M — down 36% from $36.7M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WBX positions and 7 closed out — a net gain of 8 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $616K. The largest seller was Janus Henderson Group, exiting entirely with an estimated $7.55M sold.
- 47 institutional investors held Wallbox (WBX) as of Q4 2023, up from 39 in Q3 2023.
- Funds reported $23.6M of Wallbox stock for Q4 2023, down 36% quarter-over-quarter.
- 15 funds opened new Wallbox positions in Q4 2023 and 7 closed out, a net change of +8 holders.
- The largest Wallbox buyer in Q4 2023 was Morgan Stanley, an estimated $616K added.
- The largest Wallbox seller in Q4 2023 was Janus Henderson Group, an estimated $7.55M sold.
Based on aggregated 13F filings for Q4 2023.