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Workhorse Group
WKHS

Overview Fund Activity

219 hedge funds and large institutions have $963M invested in Workhorse Group in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+31
Holders Change %
+16.49%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
68
Increased
77
Reduced
40
Closed
36
Calls
$198M
Puts
$225M
Net Calls
-$27.1M
Net Calls Change
-$85.7M

Top Buyers

1
Citigroup
1
Citigroup
New York
$39.8M
2
PAG
2
Private Advisor Group
New Jersey
$24.3M
3
AIM
3
ARK Investment Management
Florida
$36.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$103M
5
Invesco
5
Invesco
Georgia
$37.5M

Top Sellers

1
ACM
1
Arosa Capital Management
Florida
$10.2M
2
Bank of America
2
Bank of America
North Carolina
$2.42M
3
CC
3
Cannell & Co
New York
$16M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
Simplex Trading
5
Simplex Trading
Illinois
$65K
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
251
RegentAtlantic Capital
New Jersey
– -$416K -66 Closed
Thrivent Financial for Lutherans
252
Thrivent Financial for Lutherans
Minnesota
– -$403K -64 Closed
UFM
253
Ursa Fund Management
California
– -$316K -50 Closed
CA
254
Cetera Advisors
Colorado
– -$282K -45 Closed
KPWS
255
Kestra Private Wealth Services
Texas
– -$286K -45 Closed
NL
256
NWAM LLC
Washington
– -$278K -44 Closed
WP
257
WMS Partners
Maryland
– -$221K -35 Closed
FAM
258
Formidable Asset Management
Ohio
– -$204K -34 Closed
AB
259
Amalgamated Bank
New York
– -$206K -33 Closed
BC
260
Birchview Capital
Vermont
– -$202K -32 Closed
PP
261
Paloma Partners
Connecticut
– -$202K -32 Closed
CM
262
Caption Management
Oklahoma
– -$126K -20 Closed
SO
263
STRS Ohio
Ohio
– -$116K -18 Closed
JCM
264
Jacobi Capital Management
Pennsylvania
– -$86K -14 Closed
HCM
265
Highlander Capital Management
New Jersey
– -$25K -4 Closed
BWM
266
Baystate Wealth Management
Massachusetts
– -$10K -2 Closed
CCM
267
Chiron Capital Management
Florida
– -$14K -2 Closed
CTC
268
Central Trust Company
Missouri
– -$11K -2 Closed
FHA
269
Flagship Harbor Advisors
Massachusetts
– -$7K -1 Closed
AA
270
Advisory Alpha
Michigan
– -$4K -1 Closed
FFA
271
Founders Financial Alliance
North Carolina
– -$5K -1 Closed
PFG
272
Pacific Financial Group
Washington
– -$5K -1 Closed
RG
273
Retirement Group
California
– -$2K – –
F
274
F3Logic
Minnesota
– -$1.26K – –
CAM
275
CenterStar Asset Management
Illinois
– -$15K – –
7 8 9 10
11