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Workhorse Group
WKHS

170 hedge funds and large institutions have $752M invested in Workhorse Group in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

3% less call options, than puts

Call options by funds: $174M | Put options by funds: $179M

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

1% less funds holding

Funds holding: 172 → 170 (-2)

22% less capital invested

Capital invested by funds: $963M → $752M (-$210M)

Holders
170
Holders Change
-2
Holders Change %
-1.16%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
61
Reduced
50
Closed
38
Calls
$174M
Puts
$179M
Net Calls
-$4.61M
Net Calls Change
+$22.5M

Top Buyers

Rank Fund Capital Flow
1
RS
Robeco Schweiz
Switzerland
+$95M
2
AIM
ARK Investment Management
Florida
+$51.5M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$29.8M
4
Invesco
Invesco
Georgia
+$25.1M
5
First Trust Advisors
First Trust Advisors
Illinois
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
SGAM
Seaport Global Asset Management
New York
-$54.9M
2
Citigroup
Citigroup
New York
-$41.1M
3
CC
Cannell & Co
New York
-$18.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$16.2M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
276
Brinker Capital Investments
Pennsylvania
– -$201K -3 Closed
Nomura Holdings
277
Nomura Holdings
Japan
– -$189K -3 Closed
IA
278
Inspire Advisors
Idaho
– -$99K -2 Closed
EP
279
Eudaimonia Partners
Tennessee
– -$37K -1 Closed
GWMIA
280
Global Wealth Management Investment Advisory
Florida
– -$71.8K -1 Closed
Skandinaviska Enskilda Banken (SEB)
281
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$61K -1 Closed
CAAS
282
Capital Asset Advisory Services
Michigan
– -$14K – –
CBT
283
Central Bank & Trust
Kentucky
– -$20K – –
CCA
284
Childress Capital Advisors
Texas
– -$3K – –
CHC
285
City Holding Co
West Virginia
– -$6K – –
DSC
286
Duncker Streett & Co
Missouri
– -$1K – –
FCH
287
Freestone Capital Holdings
Washington
– -$9.77K – –
GAM
288
Gemmer Asset Management
California
– -$2K – –
IAS
289
IMA Advisory Services
Colorado
– -$2K – –
JPLA
290
Joseph P. Lucia & Associates
New York
– -$4K – –
SWM
291
Sugarloaf Wealth Management
Georgia
– -$20K – –
TPWA
292
TRUE Private Wealth Advisors
Oregon
– -$8K – –
8 9 10 11
12

WKHS Hedge Fund Activity: Q1 2021 in Review

170 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2021, worth a combined $752M — down 22% from $963M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WKHS and 36 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 61 added.

The largest buyer was Robeco Schweiz, opening a new position worth an estimated $95M. The largest seller was Seaport Global Asset Management, cutting an estimated $54.9M.

  • 170 institutional investors held Workhorse Group (WKHS) as of Q1 2021, down from 172 in Q4 2020.
  • Funds reported $752M of Workhorse Group stock for Q1 2021, down 22% quarter-over-quarter.
  • 36 funds opened new Workhorse Group positions in Q1 2021 and 38 closed out, a net change of -2 holders.
  • The largest Workhorse Group buyer in Q1 2021 was Robeco Schweiz, an estimated $95M added.
  • The largest Workhorse Group seller in Q1 2021 was Seaport Global Asset Management, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2021.