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WBX

Wallbox

31 hedge funds and large institutions have $9.16M invested in Wallbox in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more call options, than puts

Call options by funds: $64K | Put options by funds: $10K

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.04% less ownership

Funds ownership: 0.2%0.16% (-0.04%)

8% less capital invested

Capital invested by funds: $10M → $9.16M (-$835K)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
9
Closed
7
Calls
$64K
Puts
$10K
Net Calls
+$54K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$4.5M +$164K +5,991 +3%
Stifel Financial
2
Stifel Financial
Missouri
$2.81M +$540K +19,777 +21%
First Trust Advisors
3
First Trust Advisors
Illinois
$812K -$6.61K -242 -0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$258K +$31.3K +1,147 +12%
KAS
5
Kestra Advisory Services
Texas
$122K
Goldman Sachs
6
Goldman Sachs
New York
$117K +$105K +3,861 +415%
UBS Group
7
UBS Group
Switzerland
$83.4K -$2.54K -93 -3%
Morgan Stanley
8
Morgan Stanley
New York
$69.7K +$4.02K +147 +5%
JSC
9
J. Stern & Co
United Kingdom
$61K
Jane Street
10
Jane Street
New York
$61K -$49.6K -1,817 -42%
Bank of America
11
Bank of America
North Carolina
$49.8K -$32.4K -1,185 -37%
LPL Financial
12
LPL Financial
California
$33.9K +$820 +30 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$26.6K -$2.29K -84 -7%
MFIM
14
Mesirow Financial Investment Management
Illinois
$24.4K +$13.7K +500 +100%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$23.1K -$1.06K -39 -4%
TSS
16
Two Sigma Securities
New York
$21.1K +$23.6K +863 New
HF
17
HRT Financial
New York
$21K +$24.5K +896 New
Squarepoint
18
Squarepoint
New York
$18.4K +$20.6K +753 New
RJA
19
Raymond James & Associates
Florida
$12.2K +$13.7K +500 New
Zurich Cantonal Bank
20
Zurich Cantonal Bank
Switzerland
$10.3K -$219 -8 -2%
TRCT
21
Tower Research Capital (TRC)
New York
$4.6K +$5.16K +189 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4K
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.84K
HI
24
Hoey Investments
Pennsylvania
$2.62K
Wells Fargo
25
Wells Fargo
California
$1.83K -$2.05K -75 -50%

WBX Hedge Fund Activity: Q3 2024 in Review

31 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q3 2024, worth a combined $9.16M — down 8.4% from $10M a quarter earlier.

Fund positioning in WBX was balanced in Q3 2024: 7 funds opened new positions, 7 closed out, 7 added to existing stakes and 9 trimmed.

The largest buyer was Stifel Financial, adding an estimated $540K. The largest seller was UBS AM, exiting entirely with an estimated $561K sold.

  • 31 institutional investors held Wallbox (WBX) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $9.16M of Wallbox stock for Q3 2024, down 8.4% quarter-over-quarter.
  • 7 funds opened new Wallbox positions in Q3 2024 and 7 closed out, a net change of 0 holders.
  • The largest Wallbox buyer in Q3 2024 was Stifel Financial, an estimated $540K added.
  • The largest Wallbox seller in Q3 2024 was UBS AM, an estimated $561K sold.

Based on aggregated 13F filings for Q3 2024.