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WBX

Wallbox

40 hedge funds and large institutions have $59.6M invested in Wallbox in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

0.07% more ownership

Funds ownership: 0.5%0.56% (+0.07%)

11% less capital invested

Capital invested by funds: $67.1M → $59.6M (-$7.48M)

23% less funds holding

Funds holding: 5240 (-12)

63% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 19

67% less call options, than puts

Call options by funds: $8K | Put options by funds: $24K

Holders
40
Holders Change
-12
Holders Change %
-23.08%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
9
Closed
19
Calls
$8K
Puts
$24K
Net Calls
-$16K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
1
Norges Bank
Norway
$18.1M +$6.93M +104,945 +70%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$13.9M -$1.32K -20 -0%
Invesco
3
Invesco
Georgia
$11.2M +$3.35M +50,638 +47%
Stifel Financial
4
Stifel Financial
Missouri
$4.25M +$692K +10,474 +21%
First Trust Advisors
5
First Trust Advisors
Illinois
$2.96M -$26.8K -406 -1%
CS
6
Credit Suisse
Switzerland
$2.11M +$739K +11,194 +60%
Bank of America
7
Bank of America
North Carolina
$2.02M -$41.4K -626 -2%
State Street
8
State Street
Massachusetts
$982K +$916K +13,870 New
TI
9
Tidal Investments
Wisconsin
$651K +$169K +2,553 +38%
ACJ
10
Autonomy Capital (Jersey)
Jersey
$566K +$528K +7,997 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
11
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$413K +$30.2K +457 +9%
Morgan Stanley
12
Morgan Stanley
New York
$377K +$97.6K +1,477 +38%
VIA
13
Vident Investment Advisory
Georgia
$304K +$37.4K +566 +15%
UBS Group
14
UBS Group
Switzerland
$275K +$184K +2,792 +256%
Millennium Management
15
Millennium Management
New York
$255K +$151K +2,293 +175%
HCA
16
Harbour Capital Advisors
Virginia
$243K +$94.1K +1,425 +72%
JF
17
Jump Financial
Illinois
$206K +$193K +2,915 New
VF
18
Virtu Financial
New York
$176K +$102K +1,541 +164%
Goldman Sachs
19
Goldman Sachs
New York
$92.7K -$293K -4,437 -77%
Osaic Holdings
20
Osaic Holdings
Arizona
$77.4K +$396 +6 +0.6%
Creative Planning
21
Creative Planning
Kansas
$71.8K -$793 -12 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$63K
NWM
23
NEIRG Wealth Management
Massachusetts
$53.3K +$10.4K +158 +27%
PCIA
24
Prime Capital Investment Advisors
Kansas
$52.7K -$32K -484 -39%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$45K +$9.64K +146 +29%

WBX Hedge Fund Activity: Q2 2023 in Review

40 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q2 2023, worth a combined $59.6M — down 11% from $67.1M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WBX and 7 opened new positions — a net loss of 12 holders — while 9 trimmed existing stakes and 18 added.

The largest buyer was Norges Bank, adding an estimated $6.93M. The largest seller was Private Advisory Group, exiting entirely with an estimated $2.45M sold.

  • 40 institutional investors held Wallbox (WBX) as of Q2 2023, down from 52 in Q1 2023.
  • Funds reported $59.6M of Wallbox stock for Q2 2023, down 11% quarter-over-quarter.
  • 7 funds opened new Wallbox positions in Q2 2023 and 19 closed out, a net change of -12 holders.
  • The largest Wallbox buyer in Q2 2023 was Norges Bank, an estimated $6.93M added.
  • The largest Wallbox seller in Q2 2023 was Private Advisory Group, an estimated $2.45M sold.

Based on aggregated 13F filings for Q2 2023.