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WBX

Wallbox

42 hedge funds and large institutions have $11.6M invested in Wallbox in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% less ownership

Funds ownership: 0.39%0.22% (-0.17%)

7% less call options, than puts

Call options by funds: $52K | Put options by funds: $56K

11% less funds holding

Funds holding: 4742 (-5)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

51% less capital invested

Capital invested by funds: $23.6M → $11.6M (-$12M)

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
17
Closed
10
Calls
$52K
Puts
$56K
Net Calls
-$4K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$4.95M +$476K +15,840 +10%
Stifel Financial
2
Stifel Financial
Missouri
$2.54M +$199K +6,608 +8%
First Trust Advisors
3
First Trust Advisors
Illinois
$1.06M -$175K -5,822 -13%
CS
4
Credit Suisse
Switzerland
$653K -$271K -9,008 -28%
Norges Bank
5
Norges Bank
Norway
$592K -$7.03M -234,083 -92%
TI
6
Tidal Investments
Wisconsin
$448K -$58.7K -1,953 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
7
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$282K +$57.4K +1,912 +24%
KAS
8
Kestra Advisory Services
Texas
$153K
Bank of America
9
Bank of America
North Carolina
$124K -$57.4K -1,910 -30%
UBS Group
10
UBS Group
Switzerland
$105K -$4.54K -151 -4%
Morgan Stanley
11
Morgan Stanley
New York
$100K -$537K -17,874 -83%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$93.1K -$24.6K -818 -20%
Millennium Management
13
Millennium Management
New York
$52.8K +$30.2K +1,006 +118%
State Street
14
State Street
Massachusetts
$46.8K -$1.71K -57 -3%
TSS
15
Two Sigma Securities
New York
$40K +$42.3K +1,408 New
LPL Financial
16
LPL Financial
California
$38.5K
Osaic Holdings
17
Osaic Holdings
Arizona
$34.1K -$15.2K -507 -30%
CW
18
Connectus Wealth
Ohio
$28.9K
Baird Financial Group
19
Baird Financial Group
Wisconsin
$28.4K
Goldman Sachs
20
Goldman Sachs
New York
$26.6K -$14.8K -493 -34%
VA
21
Vident Advisory
Georgia
$26.6K -$64.4K -2,144 -70%
Jane Street
22
Jane Street
New York
$24.2K +$4.14K +138 +19%
VF
23
Virtu Financial
New York
$23K +$24.5K +815 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$16.2K +$17.1K +570 New
Rafferty Asset Management
25
Rafferty Asset Management
New York
$14.3K -$14.2K -474 -48%

WBX Hedge Fund Activity: Q1 2024 in Review

42 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q1 2024, worth a combined $11.6M — down 51% from $23.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WBX and 6 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 7 added.

The largest buyer was Invesco, adding an estimated $476K. The largest seller was Norges Bank, cutting an estimated $7.03M.

  • 42 institutional investors held Wallbox (WBX) as of Q1 2024, down from 47 in Q4 2023.
  • Funds reported $11.6M of Wallbox stock for Q1 2024, down 51% quarter-over-quarter.
  • 6 funds opened new Wallbox positions in Q1 2024 and 10 closed out, a net change of -4 holders.
  • The largest Wallbox buyer in Q1 2024 was Invesco, an estimated $476K added.
  • The largest Wallbox seller in Q1 2024 was Norges Bank, an estimated $7.03M sold.

Based on aggregated 13F filings for Q1 2024.