Wallbox
WBX
42 hedge funds and large institutions have $11.6M invested in Wallbox in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 10 closing their positions.
0.17% less ownership
Funds ownership: 0.39% → 0.22% (-0.17%)
7% less call options, than puts
Call options by funds: $52K | Put options by funds: $56K
11% less funds holding
Funds holding: 47 → 42 (-5)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
51% less capital invested
Capital invested by funds: $23.6M → $11.6M (-$12M)
59% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$476K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$199K |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$57.4K |
| 4 |
TSS
Two Sigma Securities
New York
|
+$42.3K |
| 5 |
Millennium Management
New York
|
+$30.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$7.03M |
| 2 |
Morgan Stanley
New York
|
-$537K |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$271K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$175K |
| 5 |
AC
Aristides Capital
Louisville,
Kentucky
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
51
Quantbot Technologies
New York
| – | -$525 | -15 | Closed |
|
|
MSWM
52
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$175 | -5 | Closed |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11 | – | – |
|
WBX Hedge Fund Activity: Q1 2024 in Review
42 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q1 2024, worth a combined $11.6M — down 51% from $23.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of WBX and 6 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 7 added.
The largest buyer was Invesco, adding an estimated $476K. The largest seller was Norges Bank, cutting an estimated $7.03M.
- 42 institutional investors held Wallbox (WBX) as of Q1 2024, down from 47 in Q4 2023.
- Funds reported $11.6M of Wallbox stock for Q1 2024, down 51% quarter-over-quarter.
- 6 funds opened new Wallbox positions in Q1 2024 and 10 closed out, a net change of -4 holders.
- The largest Wallbox buyer in Q1 2024 was Invesco, an estimated $476K added.
- The largest Wallbox seller in Q1 2024 was Norges Bank, an estimated $7.03M sold.
Based on aggregated 13F filings for Q1 2024.