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Workhorse Group
WKHS

33 hedge funds and large institutions have $15M invested in Workhorse Group in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

106% more funds holding

Funds holding: 16 → 33 (+17)

46% more capital invested

Capital invested by funds: $10.3M → $15M (+$4.74M)

Holders
33
Holders Change
+17
Holders Change %
+106.25%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
6
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$2.34M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.96M
3
State Street
State Street
Massachusetts
+$827K
4
BIT
BlackRock Institutional Trust
California
+$591K
5
BIM
BlackRock Investment Management
Delaware
+$331K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$233K
2
Nomura Holdings
Nomura Holdings
Japan
-$106K
3
Deutsche Bank
Deutsche Bank
Germany
-$47.3K
4
BlackRock
BlackRock
New York
-$23.6K
5
TRCT
Tower Research Capital (TRC)
New York
-$23.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$38K +$23.6K +1 +100%
Bank of America
27
Bank of America
North Carolina
$26K +$23.6K +1 New
SO
28
STRS Ohio
Ohio
$26K +$23.6K +1 New
BA
29
BlackRock Advisors
Delaware
$21K +$23.6K +1 New
Barclays
30
Barclays
United Kingdom
$19K +$23.6K +1 New
Creative Planning
31
Creative Planning
Kansas
$17K – – –
Deutsche Bank
32
Deutsche Bank
Germany
$11K -$47.3K -2 -67%
Wells Fargo
33
Wells Fargo
California
$11K – – –
Citigroup
34
Citigroup
New York
$8K – – –
IA
35
IFP Advisors
Florida
$7K – – –
AG
36
Advisor Group
Arizona
$4K – – –
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$3.1K – – –
BlackRock
38
BlackRock
New York
$3K -$23.6K -1 Closed
TRCT
39
Tower Research Capital (TRC)
New York
$2K -$23.6K -1 Closed
JP Morgan Chase
40
JP Morgan Chase
New York
$2K – – –
AIM
41
Advantage Investment Management
Iowa
$1K – – –
KTC
42
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
Millennium Management
43
Millennium Management
New York
– -$233K -8 Closed
Nomura Holdings
44
Nomura Holdings
Japan
– -$106K -4 Closed
PRS
45
Pinkerton Retirement Specialists
Idaho
– -$5K – –
1
2

WKHS Hedge Fund Activity: Q2 2016 in Review

33 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2016, worth a combined $15M — up 46% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WKHS positions and 4 closed out — a net gain of 17 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.34M. The largest seller was Millennium Management, exiting entirely with an estimated $233K sold.

  • 33 institutional investors held Workhorse Group (WKHS) as of Q2 2016, up from 16 in Q1 2016.
  • Funds reported $15M of Workhorse Group stock for Q2 2016, up 46% quarter-over-quarter.
  • 21 funds opened new Workhorse Group positions in Q2 2016 and 4 closed out, a net change of +17 holders.
  • The largest Workhorse Group buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $2.34M added.
  • The largest Workhorse Group seller in Q2 2016 was Millennium Management, an estimated $233K sold.

Based on aggregated 13F filings for Q2 2016.