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Workhorse Group
WKHS

Overview Fund Activity

51 hedge funds and large institutions have $15M invested in Workhorse Group in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
CWH Capital Management
Washington
$1.79M
2
BlackRock
2
BlackRock
New York
$1.55M
3
HRCM
3
Hood River Capital Management
Florida
$1.18M
4
CC
4
Cannell & Co
New York
$3.56M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.3M

Top Sellers

1
EIM
1
Essex Investment Management
Massachusetts
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$95K
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$49K – – –
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$42K +$42K +64 New
LFAS
28
Level Four Advisory Services
Texas
$41K – – –
AG
29
Advisor Group
Arizona
$37K +$14K +22 +61%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$35K – – –
Barclays
31
Barclays
United Kingdom
$31K +$31K +47 New
PPA
32
Parametric Portfolio Associates
Washington
$28K +$28K +42 New
EWM
33
Evercore Wealth Management
New York
$27K – – –
AIG
34
American International Group
New York
$19K +$1.97K +3 +12%
NFA
35
Nationwide Fund Advisors
Ohio
$18K – – –
Wells Fargo
36
Wells Fargo
California
$14K -$1.91K -3 -12%
UBS Group
37
UBS Group
Switzerland
$12K -$3.33K -5 -22%
Bank of America
38
Bank of America
North Carolina
$9K +$4.15K +6 +86%
Creative Planning
39
Creative Planning
Kansas
$7K – – –
IA
40
IFP Advisors
Florida
$6K – – –
TRCT
41
Tower Research Capital (TRC)
New York
$4K -$4.67K -7 -54%
Legal & General Group
42
Legal & General Group
United Kingdom
$3K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2K -$2K -2 -50%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$2K – – –
DOA
45
D'Orazio & Associates
Virginia
$2K +$2K +3 New
AIP
46
Ameritas Investment Partners
Nebraska
$2K +$2K +4 New
AIM
47
Advantage Investment Management
Iowa
$1K +$500 +1 +100%
MAM
48
Meeder Asset Management
Ohio
$1K +$1K +1 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$400 -$400 -1 -50%
EIM
50
Essex Investment Management
Massachusetts
– -$503K -285 Closed
1
2
3