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Workhorse Group
WKHS

40 hedge funds and large institutions have $22.6M invested in Workhorse Group in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

18% more funds holding

Funds holding: 34 → 40 (+6)

8% more capital invested

Capital invested by funds: $20.9M → $22.6M (+$1.77M)

0% more ownership

Funds ownership: 0% → 0% (+0%)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$407K
2
BFA
BlackRock Fund Advisors
California
+$365K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$322K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$214K
5
Morgan Stanley
Morgan Stanley
New York
+$193K

Top Sellers

Rank Fund Capital Flow
1
CC
Cannell & Co
New York
-$85.8K
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$85K
3
EA
Efficient Advisors
Ohio
-$72K
4
EIM
Essex Investment Management
Massachusetts
-$42.9K
5
First Manhattan
First Manhattan
New York
-$27K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$94K – – –
EWM
27
Evercore Wealth Management
New York
$73K – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$67K +$64.3K +3 New
Citigroup
29
Citigroup
New York
$66K +$64.3K +3 New
AG
30
Advisor Group
Arizona
$63K +$42.9K +2 +200%
NFA
31
Nationwide Fund Advisors
Ohio
$50K – – –
Deutsche Bank
32
Deutsche Bank
Germany
$49K +$21.4K +1 +100%
AIG
33
American International Group
New York
$46K – – –
Wells Fargo
34
Wells Fargo
California
$44K – – –
UBS Group
35
UBS Group
Switzerland
$41K +$21.4K +1 +100%
BA
36
BlackRock Advisors
Delaware
$23K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$23K +$21.4K +1 New
Creative Planning
38
Creative Planning
Kansas
$18K – – –
IA
39
IFP Advisors
Florida
$17K +$21.4K +1 New
Bank of America
40
Bank of America
North Carolina
$12K +$21.4K +1 New
Legal & General Group
41
Legal & General Group
United Kingdom
$9K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$7K – – –
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$5K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$5K – – –
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$4.37K – – –
BlackRock
46
BlackRock
New York
$3K – – –
AIM
47
Advantage Investment Management
Iowa
$1K – – –
KTC
48
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
– -$85K -4 Closed
EA
50
Efficient Advisors
Ohio
– -$72K -3 Closed
1
2
3

WKHS Hedge Fund Activity: Q4 2016 in Review

40 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2016, worth a combined $22.6M — up 8.5% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WKHS positions and 3 closed out — a net gain of 6 holders — while 13 added to existing stakes and 2 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $407K. The largest seller was Cannell & Co, cutting an estimated $85.8K.

  • 40 institutional investors held Workhorse Group (WKHS) as of Q4 2016, up from 34 in Q3 2016.
  • Funds reported $22.6M of Workhorse Group stock for Q4 2016, up 8.5% quarter-over-quarter.
  • 9 funds opened new Workhorse Group positions in Q4 2016 and 3 closed out, a net change of +6 holders.
  • The largest Workhorse Group buyer in Q4 2016 was Millennium Management, an estimated $407K added.
  • The largest Workhorse Group seller in Q4 2016 was Cannell & Co, an estimated $85.8K sold.

Based on aggregated 13F filings for Q4 2016.