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Workhorse Group
WKHS

41 hedge funds and large institutions have $15M invested in Workhorse Group in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

3% more funds holding

Funds holding: 40 → 41 (+1)

0% more ownership

Funds ownership: 0% → 0.01% (+0%)

34% less capital invested

Capital invested by funds: $22.6M → $15M (-$7.65M)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
CWH Capital Management
Washington
+$2.36M
2
BlackRock
BlackRock
New York
+$2.04M
3
HRCM
Hood River Capital Management
Florida
+$1.55M
4
CC
Cannell & Co
New York
+$1.22M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$957K

Top Sellers

1
EIM
Essex Investment Management
Massachusetts
-$503K
2
Millennium Management
Millennium Management
New York
-$408K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$153K
4
JP Morgan Chase
JP Morgan Chase
New York
-$67K
5
Citigroup
Citigroup
New York
-$31.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$49K – – –
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$42K +$52K +5 New
LFAS
28
Level Four Advisory Services
Texas
$41K – – –
AG
29
Advisor Group
Arizona
$37K +$20.8K +2 +67%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$35K – – –
Barclays
31
Barclays
United Kingdom
$31K +$41.6K +4 New
PPA
32
Parametric Portfolio Associates
Washington
$28K +$41.6K +4 New
EWM
33
Evercore Wealth Management
New York
$27K – – –
AIG
34
American International Group
New York
$19K – – –
NFA
35
Nationwide Fund Advisors
Ohio
$18K – – –
Wells Fargo
36
Wells Fargo
California
$14K – – –
UBS Group
37
UBS Group
Switzerland
$12K -$10.4K -1 -50%
Bank of America
38
Bank of America
North Carolina
$9K – – –
Creative Planning
39
Creative Planning
Kansas
$7K – – –
IA
40
IFP Advisors
Florida
$6K – – –
TRCT
41
Tower Research Capital (TRC)
New York
$4K – – –
Legal & General Group
42
Legal & General Group
United Kingdom
$3K – – –
AIP
43
Ameritas Investment Partners
Nebraska
$2K – – –
DOA
44
D'Orazio & Associates
Virginia
$2K – – –
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2K – – –
AIM
47
Advantage Investment Management
Iowa
$1K – – –
MAM
48
Meeder Asset Management
Ohio
$1K – – –
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$400 – – –
EIM
50
Essex Investment Management
Massachusetts
– -$503K -24 Closed
1
2
3

WKHS Hedge Fund Activity: Q1 2017 in Review

41 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2017, worth a combined $15M — down 34% from $22.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WKHS positions and 5 closed out — a net gain of 5 holders — while 13 added to existing stakes and 2 trimmed.

The largest buyer was CWH Capital Management, opening a new position worth an estimated $2.36M. The largest seller was Essex Investment Management, exiting entirely with an estimated $503K sold.

  • 41 institutional investors held Workhorse Group (WKHS) as of Q1 2017, up from 40 in Q4 2016.
  • Funds reported $15M of Workhorse Group stock for Q1 2017, down 34% quarter-over-quarter.
  • 10 funds opened new Workhorse Group positions in Q1 2017 and 5 closed out, a net change of +5 holders.
  • The largest Workhorse Group buyer in Q1 2017 was CWH Capital Management, an estimated $2.36M added.
  • The largest Workhorse Group seller in Q1 2017 was Essex Investment Management, an estimated $503K sold.

Based on aggregated 13F filings for Q1 2017.