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Workhorse Group
WKHS

Overview Fund Activity

44 hedge funds and large institutions have $20.9M invested in Workhorse Group in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.21M
2
CC
2
Cannell & Co
New York
$7.35M
3
Northern Trust
3
Northern Trust
Illinois
$827K
4
EIM
4
Essex Investment Management
Massachusetts
$558K
5
State Street
5
State Street
Massachusetts
$961K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$138K
2
First Manhattan
2
First Manhattan
New York
$27K
3
SO
3
STRS Ohio
Ohio
$0
4
Bank of America
4
Bank of America
North Carolina
$10K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$47.8K – – –
Wells Fargo
27
Wells Fargo
California
$41K +$28.5K +16 +229%
UBS Group
28
UBS Group
Switzerland
$29K -$10.9K -6 -27%
First Manhattan
29
First Manhattan
New York
$27K -$27K -15 -50%
BA
30
BlackRock Advisors
Delaware
$24K – – –
AG
31
Advisor Group
Arizona
$21K +$15.3K +8 +267%
Creative Planning
32
Creative Planning
Kansas
$18K – – –
Deutsche Bank
33
Deutsche Bank
Germany
$13K +$1.63K +1 +14%
Bank of America
34
Bank of America
North Carolina
$10K -$15K -9 -60%
IA
35
IFP Advisors
Florida
$7K – – –
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$5.63K +$1.88K +1 +50%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$5K +$5K +3 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$5K +$5K +3 New
BlackRock
39
BlackRock
New York
$3K – – –
AIM
40
Acrospire Investment Management
Illinois
$2K +$2K +1 New
Barclays
41
Barclays
United Kingdom
$1K -$10K -10 -91%
KTC
42
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
AIM
43
Advantage Investment Management
Iowa
$1K – – –
TCIM
44
TIAA CREF Investment Management
New York
$241 – – –
SO
45
STRS Ohio
Ohio
– -$26K -15 Closed
Citigroup
46
Citigroup
New York
– -$8K -5 Closed
TRCT
47
Tower Research Capital (TRC)
New York
– -$2K -1 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
– -$2K -1 Closed
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