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WBX

Wallbox

52 hedge funds and large institutions have $67.1M invested in Wallbox in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $98K | Put options by funds: $56K

72% more capital invested

Capital invested by funds: $38.9M → $67.1M (+$28.1M)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

4% more funds holding

Funds holding: 5052 (+2)

0.1% more ownership

Funds ownership: 0.39%0.5% (+0.1%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
12
Reduced
15
Closed
13
Calls
$98K
Puts
$56K
Net Calls
+$42K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$19.2M -$3K -30 -0%
Norges Bank
2
Norges Bank
Norway
$14.7M +$15M +150,000 New
Invesco
3
Invesco
Georgia
$10.6M -$4.92M -49,282 -31%
Stifel Financial
4
Stifel Financial
Missouri
$4.85M +$280K +2,801 +6%
First Trust Advisors
5
First Trust Advisors
Illinois
$4.13M -$177K -1,777 -4%
Bank of America
6
Bank of America
North Carolina
$2.85M +$906K +9,073 +45%
PAG
7
Private Advisory Group
Washington
$2.45M +$2.5M +25,016 New
CS
8
Credit Suisse
Switzerland
$1.83M +$1.86M +18,668 New
CAN
9
Cetera Advisor Networks
California
$1.27M +$596K +5,968 +84%
TI
10
Tidal Investments
Wisconsin
$649K -$7.69K -77 -1%
Goldman Sachs
11
Goldman Sachs
New York
$562K +$421K +4,214 +275%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$526K -$31.3K -314 -6%
Morgan Stanley
13
Morgan Stanley
New York
$376K -$286K -2,866 -43%
VIA
14
Vident Investment Advisory
Georgia
$365K +$77.3K +774 +26%
SG Americas Securities
15
SG Americas Securities
New York
$283K +$288K +2,889 New
Jane Street
16
Jane Street
New York
$243K +$184K +1,839 +285%
HCA
17
Harbour Capital Advisors
Virginia
$193K +$197K +1,975 New
E
18
Ergoteles
New York
$170K +$173K +1,735 New
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$154K +$157K +1,576 New
FRM
20
Fox Run Management
Connecticut
$151K +$154K +1,540 New
Millennium Management
21
Millennium Management
New York
$128K +$131K +1,312 New
OCM
22
Ovata Capital Management
Hong Kong
$122K
PCIA
23
Prime Capital Investment Advisors
Kansas
$120K +$123K +1,228 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$117K +$65.7K +658 +122%
PCM
25
Prelude Capital Management
New York
$110K +$20.8K +208 +23%

WBX Hedge Fund Activity: Q1 2023 in Review

52 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q1 2023, worth a combined $67.1M — up 72% from $38.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WBX positions and 13 closed out — a net gain of 2 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $15M. The largest seller was Invesco, cutting an estimated $4.92M.

  • 52 institutional investors held Wallbox (WBX) as of Q1 2023, up from 50 in Q4 2022.
  • Funds reported $67.1M of Wallbox stock for Q1 2023, up 72% quarter-over-quarter.
  • 15 funds opened new Wallbox positions in Q1 2023 and 13 closed out, a net change of +2 holders.
  • The largest Wallbox buyer in Q1 2023 was Norges Bank, an estimated $15M added.
  • The largest Wallbox seller in Q1 2023 was Invesco, an estimated $4.92M sold.

Based on aggregated 13F filings for Q1 2023.