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WBX

Wallbox

31 hedge funds and large institutions have $10M invested in Wallbox in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $49K | Put options by funds: $26K

0.02% less ownership

Funds ownership: 0.22%0.2% (-0.02%)

14% less capital invested

Capital invested by funds: $11.6M → $10M (-$1.59M)

26% less funds holding

Funds holding: 4231 (-11)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
31
Holders Change
-11
Holders Change %
-26.19%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
14
Closed
11
Calls
$49K
Puts
$26K
Net Calls
+$23K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$4.68M +$119K +4,121 +2%
Stifel Financial
2
Stifel Financial
Missouri
$2.5M +$179K +6,178 +7%
First Trust Advisors
3
First Trust Advisors
Illinois
$879K -$114K -3,921 -10%
UBS AM
4
UBS AM
Illinois
$561K +$621K +21,415 New
TI
5
Tidal Investments
Wisconsin
$310K -$115K -3,954 -25%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$247K -$14.7K -507 -5%
KAS
7
Kestra Advisory Services
Texas
$131K -$10.9K -375 -7%
Jane Street
8
Jane Street
New York
$113K +$100K +3,464 +407%
UBS Group
9
UBS Group
Switzerland
$92K -$5.63K -194 -5%
Bank of America
10
Bank of America
North Carolina
$84.5K -$32.7K -1,128 -26%
Morgan Stanley
11
Morgan Stanley
New York
$71K -$23.9K -824 -23%
JSC
12
J. Stern & Co
United Kingdom
$65.5K +$72.5K +2,500 New
LPL Financial
13
LPL Financial
California
$35.6K +$87 +3 +0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$30.7K -$783 -27 -2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$30.4K -$61.5K -2,121 -65%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$27K +$29.5K +1,018 New
Group One Trading
17
Group One Trading
Illinois
$26.3K +$25.3K +871 +665%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$25.8K -$406 -14 -1%
Goldman Sachs
19
Goldman Sachs
New York
$24.4K -$203 -7 -0.7%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$13.6K -$1.48K -51 -9%
MFIM
21
Mesirow Financial Investment Management
Illinois
$13.1K
Zurich Cantonal Bank
22
Zurich Cantonal Bank
Switzerland
$12.2K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6K +$3.88K +134 +213%
Wells Fargo
24
Wells Fargo
California
$3.93K
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.05K

WBX Hedge Fund Activity: Q2 2024 in Review

31 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q2 2024, worth a combined $10M — down 14% from $11.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WBX and 3 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 6 added.

The largest buyer was UBS AM, opening a new position worth an estimated $621K. The largest seller was Norges Bank, exiting entirely with an estimated $592K sold.

  • 31 institutional investors held Wallbox (WBX) as of Q2 2024, down from 42 in Q1 2024.
  • Funds reported $10M of Wallbox stock for Q2 2024, down 14% quarter-over-quarter.
  • 3 funds opened new Wallbox positions in Q2 2024 and 11 closed out, a net change of -8 holders.
  • The largest Wallbox buyer in Q2 2024 was UBS AM, an estimated $621K added.
  • The largest Wallbox seller in Q2 2024 was Norges Bank, an estimated $592K sold.

Based on aggregated 13F filings for Q2 2024.