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WBX

Wallbox

39 hedge funds and large institutions have $98.1M 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

66% more capital invested

Capital invested by funds: $58.9M → $98.1M (+$39.1M)

0.21% more ownership

Funds ownership: 0.24%0.45% (+0.21%)

9% less funds holding

Funds holding: 4339 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$60.2M +$46.4M +260,408 +215%
Invesco
2
Invesco
Georgia
$13M +$846K +4,748 +6%
First Trust Advisors
3
First Trust Advisors
Illinois
$7.05M -$263K -1,479 -3%
Stifel Financial
4
Stifel Financial
Missouri
$6.74M +$1.04M +5,837 +16%
Morgan Stanley
5
Morgan Stanley
New York
$1.73M +$1.48M +8,318 +311%
Vontobel Holding
6
Vontobel Holding
Switzerland
$1.33M -$38.3K -215 -2%
Bank of America
7
Bank of America
North Carolina
$1.17M +$634K +3,556 +91%
CAN
8
Cetera Advisor Networks
California
$1.12M +$212K +1,190 +20%
TI
9
Tidal Investments
Wisconsin
$985K +$369K +2,069 +49%
AFM
10
Anson Funds Management
Texas
$944K +$276K +1,548 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
11
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$661K +$747K +4,192 New
JP Morgan Chase
12
JP Morgan Chase
New York
$637K -$79.1K -444 -10%
VVP
13
Venture Visionary Partners
Ohio
$472K
Goldman Sachs
14
Goldman Sachs
New York
$418K +$279K +1,567 +144%
VIA
15
Vident Investment Advisory
Georgia
$352K +$303K +1,701 +318%
UBS Group
16
UBS Group
Switzerland
$291K +$69.3K +389 +27%
PCM
17
Prelude Capital Management
New York
$214K +$91.6K +514 +61%
Osaic Holdings
18
Osaic Holdings
Arizona
$171K +$891 +5 +0.5%
E
19
Ergoteles
New York
$123K -$542K -3,044 -80%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$89K -$6.77K -38 -6%
LPL Financial
21
LPL Financial
California
$88K +$1.43K +8 +1%
Walleye Trading
22
Walleye Trading
New York
$88K +$99.2K +557 New
Creative Planning
23
Creative Planning
Kansas
$81K +$91K +511 New
AAM
24
Advisors Asset Management
Colorado
$47K +$36.2K +203 +207%
Citigroup
25
Citigroup
New York
$30K -$3.38K -19 -9%

WBX Hedge Fund Activity: Q3 2022 in Review

39 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q3 2022, worth a combined $98.1M — up 66% from $58.9M 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 $46.4M. 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 $98.1M of Wallbox stock for Q3 2022, up 66% 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 $46.4M added.
  • The largest Wallbox seller in Q3 2022 was Ergoteles, an estimated $542K sold.

Based on aggregated 13F filings for Q3 2022.