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WBX

Wallbox

50 hedge funds and large institutions have $38.9M invested in Wallbox in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

28% more funds holding

Funds holding: 3950 (+11)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0.05% less ownership

Funds ownership: 0.45%0.39% (-0.05%)

60% less capital invested

Capital invested by funds: $98.1M → $38.9M (-$59.1M)

97% less call options, than puts

Call options by funds: $3K | Put options by funds: $98K

Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
13
Reduced
12
Closed
8
Calls
$3K
Puts
$98K
Net Calls
-$95K
Net Calls Change
-$864K
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$14M -$21.1M -185,830 -49%
Invesco
2
Invesco
Georgia
$11.3M +$8.47M +74,758 +91%
Stifel Financial
3
Stifel Financial
Missouri
$3.35M +$453K +3,997 +9%
First Trust Advisors
4
First Trust Advisors
Illinois
$3.15M -$79.2K -699 -2%
PCM
5
Portolan Capital Management
Massachusetts
$1.83M +$2.89M +25,493 New
Bank of America
6
Bank of America
North Carolina
$1.44M +$1.43M +12,652 +170%
CAN
7
Cetera Advisor Networks
California
$506K -$1.81K -16 -0.2%
TI
8
Tidal Investments
Wisconsin
$481K +$52.9K +467 +7%
Morgan Stanley
9
Morgan Stanley
New York
$480K -$485K -4,279 -39%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$407K +$170K +1,496 +36%
JP Morgan Chase
11
JP Morgan Chase
New York
$296K +$10.1K +89 +2%
VIA
12
Vident Investment Advisory
Georgia
$212K +$81.8K +722 +32%
GCP
13
GSA Capital Partners
United Kingdom
$150K +$238K +2,099 New
Goldman Sachs
14
Goldman Sachs
New York
$110K -$127K -1,121 -42%
UBS Group
15
UBS Group
Switzerland
$106K -$41.4K -365 -20%
VF
16
Virtu Financial
New York
$99K +$157K +1,387 New
AC
17
Aristides Capital
Kentucky
$91K +$144K +1,271 New
OCM
18
Ovata Capital Management
Hong Kong
$90K +$142K +1,250 New
AGM
19
Alpine Global Management
New York
$87K +$137K +1,211 New
Osaic Holdings
20
Osaic Holdings
Arizona
$84K +$9.41K +83 +8%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$70K +$111K +977 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$70K +$112K +985 New
PCM
23
Prelude Capital Management
New York
$65.4K -$50.1K -442 -33%
ECM
24
ExodusPoint Capital Management
New York
$65K +$102K +902 New
OQS
25
Occudo Quantitative Strategies
Florida
$61.2K +$96.9K +855 New

WBX Hedge Fund Activity: Q4 2022 in Review

50 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q4 2022, worth a combined $38.9M — down 60% from $98.1M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WBX positions and 8 closed out — a net gain of 11 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Invesco, adding an estimated $8.47M. The largest seller was Janus Henderson Group, cutting an estimated $21.1M.

  • 50 institutional investors held Wallbox (WBX) as of Q4 2022, up from 39 in Q3 2022.
  • Funds reported $38.9M of Wallbox stock for Q4 2022, down 60% quarter-over-quarter.
  • 19 funds opened new Wallbox positions in Q4 2022 and 8 closed out, a net change of +11 holders.
  • The largest Wallbox buyer in Q4 2022 was Invesco, an estimated $8.47M added.
  • The largest Wallbox seller in Q4 2022 was Janus Henderson Group, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2022.