Workhorse Group
WKHS
166 hedge funds and large institutions have $810M invested in Workhorse Group in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 45 closing their positions.
30% more call options, than puts
Call options by funds: $379M | Put options by funds: $293M
11% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 45
8% more capital invested
Capital invested by funds: $752M → $810M (+$57.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less ownership
Funds ownership: 0.01% → 0.01% (-0%)
9% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 45
2% less funds holding
Funds holding: 170 → 166 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$18.6M |
| 2 |
TI
Think Investments
San Francisco,
California
|
+$17.9M |
| 3 |
Morgan Stanley
New York
|
+$17.3M |
| 4 |
BlackRock
New York
|
+$15.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$55.1M |
| 2 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$45.7M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$17.4M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$15M |
| 5 |
NAMA
Nikko Asset Management Americas
New York
|
-$10.2M |
WKHS Hedge Fund Activity: Q2 2021 in Review
166 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2021, worth a combined $810M — up 7.7% from $752M a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of WKHS and 41 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 50 added.
The largest buyer was First Trust Advisors, adding an estimated $18.6M. The largest seller was ARK Investment Management, exiting entirely with an estimated $55.1M sold.
- 166 institutional investors held Workhorse Group (WKHS) as of Q2 2021, down from 170 in Q1 2021.
- Funds reported $810M of Workhorse Group stock for Q2 2021, up 7.7% quarter-over-quarter.
- 41 funds opened new Workhorse Group positions in Q2 2021 and 45 closed out, a net change of -4 holders.
- The largest Workhorse Group buyer in Q2 2021 was First Trust Advisors, an estimated $18.6M added.
- The largest Workhorse Group seller in Q2 2021 was ARK Investment Management, an estimated $55.1M sold.
Based on aggregated 13F filings for Q2 2021.