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WBX

Wallbox

43 hedge funds and large institutions have $58.9M invested in Wallbox in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $861K

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more funds holding

Funds holding: 4043 (+3)

0% less ownership

Funds ownership: 0.24%0.24% (-0%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

31% less capital invested

Capital invested by funds: $85.9M → $58.9M (-$27M)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
12
Closed
5
Calls
$3.66M
Puts
$861K
Net Calls
+$2.8M
Net Calls Change
+$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$21.5M -$6.66K -31 -0%
Invesco
2
Invesco
Georgia
$13.8M +$204K +949 +1%
First Trust Advisors
3
First Trust Advisors
Illinois
$8.21M -$416K -1,935 -4%
Stifel Financial
4
Stifel Financial
Missouri
$6.56M +$694K +3,227 +10%
Vontobel Holding
5
Vontobel Holding
Switzerland
$1.54M +$1.87M +8,684 New
CAN
6
Cetera Advisor Networks
California
$1.05M +$1.27M +5,894 New
JP Morgan Chase
7
JP Morgan Chase
New York
$797K -$345K -1,607 -26%
TI
8
Tidal Investments
Wisconsin
$742K -$144K -670 -14%
Bank of America
9
Bank of America
North Carolina
$691K -$783K -3,642 -48%
E
10
Ergoteles
New York
$679K +$822K +3,824 New
VVP
11
Venture Visionary Partners
Ohio
$533K
Morgan Stanley
12
Morgan Stanley
New York
$475K +$367K +1,708 +177%
UBS Group
13
UBS Group
Switzerland
$260K -$2.08M -9,658 -87%
Walleye Capital
14
Walleye Capital
New York
$254K -$47.5K -221 -13%
JF
15
Jump Financial
Illinois
$217K +$263K +1,224 New
Jane Street
16
Jane Street
New York
$211K +$146K +678 +133%
Goldman Sachs
17
Goldman Sachs
New York
$193K +$34K +158 +17%
Osaic Holdings
18
Osaic Holdings
Arizona
$191K +$4.3K +20 +2%
PCM
19
Prelude Capital Management
New York
$150K -$307K -1,430 -63%
State of Tennessee, Department of Treasury
20
State of Tennessee, Department of Treasury
Tennessee
$135K
CS
21
Credit Suisse
Switzerland
$127K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$107K +$44.1K +205 +51%
LPL Financial
23
LPL Financial
California
$98K +$119K +552 New
Millennium Management
24
Millennium Management
New York
$97K -$1.53M -7,119 -93%
VIA
25
Vident Investment Advisory
Georgia
$95K +$115K +535 New

WBX Hedge Fund Activity: Q2 2022 in Review

43 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q2 2022, worth a combined $58.9M — down 31% from $85.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WBX positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Vontobel Holding, opening a new position worth an estimated $1.87M. The largest seller was UBS Group, cutting an estimated $2.08M.

  • 43 institutional investors held Wallbox (WBX) as of Q2 2022, up from 40 in Q1 2022.
  • Funds reported $58.9M of Wallbox stock for Q2 2022, down 31% quarter-over-quarter.
  • 8 funds opened new Wallbox positions in Q2 2022 and 5 closed out, a net change of +3 holders.
  • The largest Wallbox buyer in Q2 2022 was Vontobel Holding, an estimated $1.87M added.
  • The largest Wallbox seller in Q2 2022 was UBS Group, an estimated $2.08M sold.

Based on aggregated 13F filings for Q2 2022.