WKHS icon

Workhorse Group
WKHS

Overview Fund Activity

226 hedge funds and large institutions have $810M invested in Workhorse Group in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-9
Holders Change %
-3.83%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
69
Reduced
60
Closed
55
Calls
$379M
Puts
$293M
Net Calls
+$86.7M
Net Calls Change
+$91.3M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$57.5M
2
TI
Think Investments
California
$24M
3
Morgan Stanley
Morgan Stanley
New York
$31.8M
4
BlackRock
BlackRock
New York
$144M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$33.9M

Top Sellers

1
RS
Robeco Schweiz
Switzerland
$4.48M
2
AIM
ARK Investment Management
Florida
$0
3
PAG
Private Advisor Group
New Jersey
$661K
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$571K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Crewe Advisors
Utah
$2K +$2K +1 New
BCA
227
Berman Capital Advisors
Georgia
$2K +$2K +1 New
CQS
228
Credential Qtrade Securities
$1.49K -$1.24K – –
AIG
229
American International Group
New York
$1.15K +$236 +57 +26%
Fidelity Investments
230
Fidelity Investments
Massachusetts
$1K -$40K -12 Closed
Toronto Dominion Bank
231
Toronto Dominion Bank
Ontario, Canada
$1K – – –
LWP
232
Lumature Wealth Partners
Georgia
$1K – – –
IRC
233
Investors Research Corp
Georgia
$1K -$1K – –
SOW
234
State of Wyoming
Wyoming
$1K – – –
MWC
235
MBM Wealth Consultants
Missouri
$1K -$1K – –
NSIM
236
North Star Investment Management
Illinois
$1K -$1K – –
SFA
237
Semmax Financial Advisors
North Carolina
$1K -$1K – –
MFT
238
Moisand Fitzgerald Tamayo
Florida
$1K -$1K – –
RDFA
239
Ritter Daniher Financial Advisory
Ohio
$1K -$1K – –
AFG
240
Albion Financial Group
Utah
$1K – – –
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$73 -$633 -156 -90%
AIM
242
ARK Investment Management
Florida
– -$55.1M -15,998 Closed
Citadel Advisors
243
Citadel Advisors
Florida
– -$10.7M -3,117 Closed
NAMA
244
Nikko Asset Management Americas
New York
– -$10.2M -2,958 Closed
Sumitomo Mitsui Trust Group
245
Sumitomo Mitsui Trust Group
Japan
– -$10.2M -2,958 Closed
Coatue Management
246
Coatue Management
New York
– -$6.33M -1,840 Closed
Squarepoint
247
Squarepoint
New York
– -$5.24M -1,523 Closed
California Public Employees Retirement System
248
California Public Employees Retirement System
California
– -$2.4M -696 Closed
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
– -$2.07M -600 Closed
IECM
250
Intrinsic Edge Capital Management
Illinois
– -$1.38M -400 Closed
8 9
10
11 12