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WBX

Wallbox
WBX

39 hedge funds and large institutions have $68.2M invested in Wallbox in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

114% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $673K

15% more capital invested

Capital invested by funds: $59.2M → $68.2M (+$9.09M)

1.38% more ownership

Funds ownership: 4.82% → 6.2% (+1.4%)

9% less funds holding

Funds holding: 43 → 39 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
7
Closed
10
Calls
$1.44M
Puts
$673K
Net Calls
+$769K
Net Calls Change
-$2.03M

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
+$12.5M
2
Morgan Stanley
Morgan Stanley
New York
+$1.48M
3
Stifel Financial
Stifel Financial
Missouri
+$1.04M
4
Invesco
Invesco
Georgia
+$846K
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$747K

Top Sellers

Rank Fund Capital Flow
1
E
Ergoteles
New York
-$542K
2
First Trust Advisors
First Trust Advisors
Illinois
-$263K
3
Walleye Capital
Walleye Capital
New York
-$254K
4
JF
Jump Financial
Illinois
-$217K
5
Jane Street
Jane Street
New York
-$211K

WBX Hedge Fund Activity: Q3 2022 in Review

39 of the 5,829 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q3 2022, worth a combined $68.2M — up 15% from $59.2M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WBX and 7 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 15 added.

The largest buyer was Janus Henderson Group, adding an estimated $12.5M. The largest seller was Ergoteles, cutting an estimated $542K.

  • 39 institutional investors held Wallbox (WBX) as of Q3 2022, down from 43 in Q2 2022.
  • Funds reported $68.2M of Wallbox stock for Q3 2022, up 15% quarter-over-quarter.
  • 7 funds opened new Wallbox positions in Q3 2022 and 10 closed out, a net change of -3 holders.
  • The largest Wallbox buyer in Q3 2022 was Janus Henderson Group, an estimated $12.5M added.
  • The largest Wallbox seller in Q3 2022 was Ergoteles, an estimated $542K sold.

Based on aggregated 13F filings for Q3 2022.