Wallbox
39 hedge funds and large institutions have $36.7M invested in Wallbox in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 7 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
1.88% less ownership
Funds ownership: 11.28% → 9.41% (-1.9%)
3% less funds holding
Funds holding: 40 → 39 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
38% less capital invested
Capital invested by funds: $59.6M → $36.7M (-$22.9M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $22K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$538K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$342K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$261K |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$97.1K |
| 5 |
LPL Financial
San Diego,
California
|
+$80.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$1.83M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$821K |
| 3 |
JF
Jump Financial
Chicago,
Illinois
|
-$206K |
| 4 |
VF
Virtu Financial
New York
|
-$176K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$123K |
WBX Hedge Fund Activity: Q3 2023 in Review
39 of the 6,312 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q3 2023, worth a combined $36.7M — down 38% from $59.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of WBX and 6 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 13 added.
The largest buyer was Stifel Financial, adding an estimated $538K. The largest seller was Janus Henderson Group, cutting an estimated $1.83M.
- 39 institutional investors held Wallbox (WBX) as of Q3 2023, down from 40 in Q2 2023.
- Funds reported $36.7M of Wallbox stock for Q3 2023, down 38% quarter-over-quarter.
- 6 funds opened new Wallbox positions in Q3 2023 and 7 closed out, a net change of -1 holder.
- The largest Wallbox buyer in Q3 2023 was Stifel Financial, an estimated $538K added.
- The largest Wallbox seller in Q3 2023 was Janus Henderson Group, an estimated $1.83M sold.
Based on aggregated 13F filings for Q3 2023.