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Workhorse Group
WKHS

34 hedge funds and large institutions have $20.9M invested in Workhorse Group in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

39% more capital invested

Capital invested by funds: $15M → $20.9M (+$5.84M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 33 → 34 (+1)

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.44M
2
CC
Cannell & Co
New York
+$924K
3
EIM
Essex Investment Management
Massachusetts
+$572K
4
Northern Trust
Northern Trust
Illinois
+$572K
5
State Street
State Street
Massachusetts
+$198K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$132K
2
First Manhattan
First Manhattan
New York
-$44K
3
Bank of America
Bank of America
North Carolina
-$22K
4
Barclays
Barclays
United Kingdom
-$22K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$22K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
26
American International Group
New York
$47.8K – – –
Wells Fargo
27
Wells Fargo
California
$41K +$22K +1 +100%
UBS Group
28
UBS Group
Switzerland
$29K -$22K -1 -50%
First Manhattan
29
First Manhattan
New York
$27K -$44K -2 -67%
BA
30
BlackRock Advisors
Delaware
$24K – – –
AG
31
Advisor Group
Arizona
$21K +$22K +1 New
Creative Planning
32
Creative Planning
Kansas
$18K – – –
Deutsche Bank
33
Deutsche Bank
Germany
$13K – – –
Bank of America
34
Bank of America
North Carolina
$10K -$22K -1 Closed
IA
35
IFP Advisors
Florida
$7K – – –
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$5.63K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$5K – – –
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$5K – – –
BlackRock
39
BlackRock
New York
$3K – – –
AIM
40
Acrospire Investment Management
Illinois
$2K – – –
Barclays
41
Barclays
United Kingdom
$1K -$22K -1 Closed
AIM
42
Advantage Investment Management
Iowa
$1K – – –
KTC
43
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
TCIM
44
TIAA CREF Investment Management
New York
$241 – – –
SO
45
STRS Ohio
Ohio
– -$22K -1 Closed
Citigroup
46
Citigroup
New York
– -$8K – –
JP Morgan Chase
47
JP Morgan Chase
New York
– -$2K – –
TRCT
48
Tower Research Capital (TRC)
New York
– -$2K – –
1
2

WKHS Hedge Fund Activity: Q3 2016 in Review

34 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2016, worth a combined $20.9M — up 39% from $15M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new WKHS positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.44M. The largest seller was Goldman Sachs, cutting an estimated $132K.

  • 34 institutional investors held Workhorse Group (WKHS) as of Q3 2016, up from 33 in Q2 2016.
  • Funds reported $20.9M of Workhorse Group stock for Q3 2016, up 39% quarter-over-quarter.
  • 4 funds opened new Workhorse Group positions in Q3 2016 and 3 closed out, a net change of +1 holder.
  • The largest Workhorse Group buyer in Q3 2016 was Vanguard Group, an estimated $2.44M added.
  • The largest Workhorse Group seller in Q3 2016 was Goldman Sachs, an estimated $132K sold.

Based on aggregated 13F filings for Q3 2016.