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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 %
Russell Investments Group
276
Russell Investments Group
United Kingdom
– -$112K -33 Closed
IAIM
277
International Assets Investment Management
Florida
– -$81K -21 Closed
SFS
278
Sowell Financial Services
Arkansas
– -$51K -21 Closed
MAM
279
Meeder Asset Management
Ohio
– -$63K -18 Closed
RWB
280
RMR Wealth Builders
New Jersey
– -$39K -11 Closed
BFEC
281
Benjamin F. Edwards & Company
Missouri
– -$28K -8 Closed
CMA
282
Cedar Mountain Advisors
Oregon
– -$28K -8 Closed
WP
283
WealthShield Partners
North Carolina
– -$12K -4 Closed
WAP
284
Wealthcare Advisory Partners
Pennsylvania
– -$15K -4 Closed
SWM
285
Spire Wealth Management
Virginia
– -$14K -4 Closed
WCM
286
Wealthcare Capital Management
Virginia
– -$13K -4 Closed
EVM
287
Eaton Vance Management
Massachusetts
– -$13K -4 Closed
VFA
288
Valeo Financial Advisors
Indiana
– -$11K -3 Closed
FP
289
Fiduciary Planning
Florida
– -$3K -1 Closed
EAM
290
Eukles Asset Management
Ohio
– -$2K -1 Closed
CAC
291
Certified Advisory Corp
Florida
– -$4K -1 Closed
LWANC
292
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$3K -1 Closed
EW
293
Evoke Wealth
California
– -$2K -1 Closed
TCWM
294
Total Clarity Wealth Management
Illinois
– -$3K -1 Closed
TFM
295
TFC Financial Management
Massachusetts
– -$2K -1 Closed
OSAM
296
O'Shaughnessy Asset Management
Connecticut
– -$1K – –
TFO
297
Tarbox Family Office
California
– -$1K – –
TFS
298
TrustCore Financial Services
Tennessee
– -$1K – –
CAL
299
Capital Analysts LLC
Pennsylvania
– -$1K – –
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