Wallbox NV (WBX) Ownership

5.91 ↑0.06 (1.03%)

As of February 3, 2023, 3:56pm EST.

Institutions
Mutual Funds

Institutional Ownership

HHG PLC is the biggest individual institutional holder of Wallbox NV (WBX), owning a total of 3.8 million shares. Combined, the top 23 institutional holders of WBX own 5.26% of the company with a total of 8.6 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders increased their combined ownership of WBX by 2 million shares. 14 institutions bought 2,094,954 total additional shares and increased their ownership by an average of 78.68%. However 5 institutions sold 105,766 total shares and decreased their ownership by an average of 20.83%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Wallbox NV increased by a net total of 1,989,188 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
HHG PLC	2.337%	56.995%	3,807,512	1,382,273	2022-09-30
Amvescap Plc.	1.012%	6.112%	1,648,618	94,959	2022-09-30
First Trust Advisors L.P.	0.549%	-3.199%	894,767	-29,572	2022-09-30
Stifel Financial Corp	0.525%	15.807%	855,300	116,742	2022-09-30
Morgan Stanley - Brokerage Accounts	0.135%	311.464%	219,775	166,362	2022-09-30
Vontobel Holding Ltd.	0.104%	-2.476%	169,388	-4,301	2022-09-30
Bank of America Corp	0.091%	91.472%	148,852	71,111	2022-09-30
Cetera Advisor Networks LLC	0.087%	20.207%	141,688	23,818	2022-09-30
Toroso Investments LLC	0.077%	49.511%	124,978	41,387	2022-09-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.052%	0.000%	83,849	83,849	2022-09-30
JPMorgan Chase & Co	0.050%	-9.905%	80,872	-8,891	2022-09-30
Venture Visionary Partners LLC	0.037%	0.000%	60,000	0	2022-09-30
Goldman Sachs Group Inc	0.033%	144.038%	53,071	31,324	2022-09-30
Vident Investment Advisory, LLC	0.027%	317.886%	44,718	34,017	2022-09-30
UBS Group AG	0.023%	26.595%	37,015	7,776	2022-09-30
Anson Funds Management LP	0.019%	0.000%	30,965	30,965	2022-09-30
Springbok Capital Management, LLC	0.017%	60.974%	27,116	10,271	2022-09-30
Polar Capital Holdings PLC	0.013%	-8.975%	21,604	-2,130	2022-09-30
Advisor Group Holdings, Inc.	0.013%	0.465%	21,595	100	2022-09-30
Ergoteles LLC	0.010%	-79.600%	15,600	-60,872	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
HHG PLC	2.337%	56.995%	3,807,512	1,382,273	2022-09-30
Amvescap Plc.	1.012%	6.112%	1,648,618	94,959	2022-09-30
First Trust Advisors L.P.	0.549%	-3.199%	894,767	-29,572	2022-09-30
Stifel Financial Corp	0.525%	15.807%	855,300	116,742	2022-09-30
Morgan Stanley - Brokerage Accounts	0.135%	311.464%	219,775	166,362	2022-09-30
Vontobel Holding Ltd.	0.104%	-2.476%	169,388	-4,301	2022-09-30
Bank of America Corp	0.091%	91.472%	148,852	71,111	2022-09-30
Cetera Advisor Networks LLC	0.087%	20.207%	141,688	23,818	2022-09-30
Toroso Investments LLC	0.077%	49.511%	124,978	41,387	2022-09-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.052%	0.000%	83,849	83,849	2022-09-30
JPMorgan Chase & Co	0.050%	-9.905%	80,872	-8,891	2022-09-30
Venture Visionary Partners LLC	0.037%	0.000%	60,000	0	2022-09-30
Goldman Sachs Group Inc	0.033%	144.038%	53,071	31,324	2022-09-30
Vident Investment Advisory, LLC	0.027%	317.886%	44,718	34,017	2022-09-30
UBS Group AG	0.023%	26.595%	37,015	7,776	2022-09-30
Anson Funds Management LP	0.019%	0.000%	30,965	30,965	2022-09-30
Walleye Trading Advisors, LLC	0.018%	-13.413%	28,560	-4,424	2022-06-30
Springbok Capital Management, LLC	0.017%	60.974%	27,116	10,271	2022-09-30
Jump Financial, LLC	0.015%	0.000%	24,477	24,477	2022-06-30
JANE STREET GROUP, LLC	0.015%	132.820%	23,750	13,549	2022-06-30
Polar Capital Holdings PLC	0.013%	-8.975%	21,604	-2,130	2022-09-30
Advisor Group Holdings, Inc.	0.013%	0.465%	21,595	100	2022-09-30
Ergoteles LLC	0.010%	-79.600%	15,600	-60,872	2022-09-30

Mutual Fund Ownership

Janus Henderson Triton D is the biggest individual fund holder of Wallbox NV (WBX), owning a total of 3.6 million shares. Combined, the top 23 mutual fund holders of WBX own 8.89% of the company with a total of 14.5 million shares.

In the latest ownership report on December 31st 2022, the top 23 fund holders increased their combined ownership of WBX by 1.7 million shares. 3 funds bought 1,692,010 total additional shares and increased their ownership by an average of 103.19%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Wallbox NV increased by a net total of 1,692,010 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Invesco WilderHill Clean Energy ETF	1.975%	109.578%	3,216,999	1,682,010	2022-12-31
Koala Capital SICAV	0.009%	0.000%	15,000	0	2022-12-31
Deep Value International FI	0.005%	0.000%	8,000	8,000	2022-12-31
Gestión Boutique VIII Savanto FI	0.002%	200.000%	3,000	2,000	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Janus Henderson Triton D	2.214%	60.212%	3,607,555	1,355,820	2022-09-30
Janus Henderson US SMID Cap Growth	2.214%	60.212%	3,607,555	1,355,820	2022-09-30
Invesco WilderHill Clean Energy ETF	1.975%	109.578%	3,216,999	1,682,010	2022-12-31
Santander Sostenible Crecimiento A FI	0.581%	0.000%	946,512	0	2022-10-31
Santander Sostenible Evolución A FI	0.555%	0.000%	903,532	0	2022-10-31
First Trust NASDAQ® Cln Edge® GrnEngyETF	0.534%	-0.149%	870,352	-1,301	2022-12-29
Santander Sostenible Acciones A FI	0.444%	0.000%	723,713	0	2022-10-31
Santander Small Caps Europa A FI	0.122%	0.000%	198,133	0	2022-10-31
Amplify Lithium & Battery Tech ETF	0.082%	-1.194%	134,321	-1,623	2022-12-30
Santander Sustentável FIMA	0.055%	0.000%	89,183	0	2022-11-30
s Generation T	0.024%	0.000%	39,000	0	2022-11-30
Electric Vehicle Charging Infras ETF Acc	0.023%	0.000%	37,320	0	2022-12-30
iClima Global Decrb Enblrs ETF Acc	0.009%	0.000%	15,131	0	2022-12-30
Koala Capital SICAV	0.009%	0.000%	15,000	0	2022-12-31
Goldman Sachs Innovate Equity ETF	0.008%	0.000%	13,605	0	2022-12-30
Mutuafondo Transicion Energetica L FI	0.008%	-77.420%	13,417	-46,002	2022-10-31
Fst Tr Nasdaq®ClnEg®GrnEyUCITS ETF A Acc	0.008%	0.000%	13,023	0	2022-12-30
Deep Value International FI	0.005%	0.000%	8,000	8,000	2022-12-31
SoFi Smart Energy ETF	0.004%	0.000%	6,974	0	2022-12-30
iClima Smart Energy ETF	0.004%	0.000%	6,711	0	2022-12-30
Dux Umbrella Trimming USA Technology FI	0.004%	0.000%	6,000	0	2022-09-30
Gestión Boutique VIII Savanto FI	0.002%	200.000%	3,000	2,000	2022-12-31
Millennial Fund FI	0.002%	0.000%	2,622	0	2022-10-31