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
Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.81%
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
Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$14M -$13.3M -185,830 -49%
Invesco
2
Invesco
Georgia
$11.3M +$5.35M +74,758 +91%
Stifel Financial
3
Stifel Financial
Missouri
$3.35M +$286K +3,997 +9%
First Trust Advisors
4
First Trust Advisors
Illinois
$3.15M -$50K -699 -2%
PCM
5
Portolan Capital Management
Massachusetts
$1.83M +$1.83M +25,493 New
Bank of America
6
Bank of America
North Carolina
$1.44M +$906K +12,652 +170%
CAN
7
Cetera Advisor Networks
California
$506K -$1.15K -16 -0.2%
TI
8
Tidal Investments
Wisconsin
$481K +$33.4K +467 +7%
Morgan Stanley
9
Morgan Stanley
New York
$480K -$306K -4,279 -39%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$407K +$107K +1,496 +36%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$296K +$6.37K +89 +2%
VIA
12
Vident Investment Advisory
Georgia
$212K +$51.7K +722 +32%
GCP
13
GSA Capital Partners
United Kingdom
$150K +$150K +2,099 New
Goldman Sachs
14
Goldman Sachs
New York
$110K -$80.3K -1,121 -42%
UBS Group
15
UBS Group
Switzerland
$106K -$26.1K -365 -20%
VF
16
Virtu Financial
New York
$99K +$99K +1,387 New
AC
17
Aristides Capital
Kentucky
$91K +$91K +1,271 New
OCM
18
Ovata Capital Management
Hong Kong
$90K +$90K +1,250 New
AGM
19
Alpine Global Management
New York
$87K +$87K +1,211 New
Osaic Holdings
20
Osaic Holdings
Arizona
$84K +$6K +83 +8%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$70K +$70K +977 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$70K +$70K +985 New
PCM
23
Prelude Capital Management
New York
$65.4K -$31.6K -442 -33%
ECM
24
ExodusPoint Capital Management
New York
$65K +$65K +902 New
OQS
25
Occudo Quantitative Strategies
Florida
$61.2K +$61.2K +855 New