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Workhorse Group
WKHS

Overview Fund Activity

235 hedge funds and large institutions have $752M invested in Workhorse Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 65 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
82
Reduced
65
Closed
40
Calls
$174M
Puts
$179M
Net Calls
-$4.61M
Net Calls Change
+$22.5M

Top Buyers

1
RS
Robeco Schweiz
Switzerland
$54.7M
2
AIM
ARK Investment Management
Florida
$55.1M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$17.1M
4
Invesco
Invesco
Georgia
$40.5M
5
First Trust Advisors
First Trust Advisors
Illinois
$27M

Top Sellers

1
SGAM
Seaport Global Asset Management
New York
$21.6M
2
Citigroup
Citigroup
New York
$4.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
$0
4
TI
Think Investments
California
$0
5
CC
Cannell & Co
New York
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
226
Total Clarity Wealth Management
Illinois
$3K +$3K +1 New
AWM
227
Avior Wealth Management
Nebraska
$3K +$3K +1 New
EW
228
Evoke Wealth
California
$2K -$2K -1 -50%
APWA
229
Atlas Private Wealth Advisors
New Jersey
$2K – – –
TWA
230
TCI Wealth Advisors
Arizona
$2K – – –
LC
231
Lindbrook Capital
California
$2K – – –
EAM
232
Eukles Asset Management
Ohio
$2K +$2K +1 New
TFM
233
TFC Financial Management
Massachusetts
$2K +$2K +1 New
AF
234
Advisornet Financial
Minnesota
$2K +$2K +1 New
CQS
235
Credential Qtrade Securities
$1.24K -$3.96K -1 Closed
IRC
236
Investors Research Corp
Georgia
$1K -$1K – –
MWC
237
MBM Wealth Consultants
Missouri
$1K -$1K – –
SFA
238
Semmax Financial Advisors
North Carolina
$1K -$2K – –
NWM
239
Navigation Wealth Management
Colorado
$1K – – –
RDFA
240
Ritter Daniher Financial Advisory
Ohio
$1K -$2K – –
TFO
241
Tarbox Family Office
California
$1K – – –
NSIM
242
North Star Investment Management
Illinois
$1K -$2K – –
HPC
243
HM Payson & Co
Maine
$1K -$1K – –
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$1K – – –
CAL
245
Capital Analysts LLC
Pennsylvania
$1K – – –
GWS
246
Glassman Wealth Services
Virginia
$1K -$1K – –
MFT
247
Moisand Fitzgerald Tamayo
Florida
$1K – – –
TFS
248
TrustCore Financial Services
Tennessee
$1K -$2K – –
AIG
249
American International Group
New York
$757 +$3 +1 +0.5%
Nisa Investment Advisors
250
Nisa Investment Advisors
Missouri
$598 -$323 -94 -35%
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