We are live on ! Find out more
WKHS icon

Workhorse Group
WKHS

39 hedge funds and large institutions have $15.7M invested in Workhorse Group in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $15M → $15.7M (+$713K)

0% less ownership

Funds ownership: 0.01% → 0% (-0%)

5% less funds holding

Funds holding: 41 → 39 (-2)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
8
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$599K
2
ECM
Element Capital Management
New York
+$318K
3
ARTA
A.R.T. Advisors
New York
+$187K
4
PP
Paloma Partners
Connecticut
+$169K
5
VKH
Virtu KCG Holdings
New York
+$140K

Top Sellers

1
BlackRock
BlackRock
New York
-$1.59M
2
HRCM
Hood River Capital Management
Florida
-$1.18M
3
CC
Cannell & Co
New York
-$918K
4
BC
Birchview Capital
Vermont
-$655K
5
UOC
UBS O'Connor
Illinois
-$582K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$76K +$65.5K +7 New
PPA
27
Parametric Portfolio Associates
Washington
$56K +$9.36K +1 +25%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$55K -$46.8K -5 -50%
AG
29
Advisor Group
Arizona
$54K – – –
CS
30
Credit Suisse
Switzerland
$51K +$46.8K +5 New
Squarepoint
31
Squarepoint
New York
$49K +$37.5K +4 New
LFAS
32
Level Four Advisory Services
Texas
$41K – – –
EWM
33
Evercore Wealth Management
New York
$38K – – –
Bank of America
34
Bank of America
North Carolina
$35K +$18.7K +2 +200%
UBS Group
35
UBS Group
Switzerland
$16K – – –
Creative Planning
36
Creative Planning
Kansas
$9K – – –
IA
37
IFP Advisors
Florida
$9K – – –
TRCT
38
Tower Research Capital (TRC)
New York
$8K – – –
Wells Fargo
39
Wells Fargo
California
$6K -$9.36K -1 -50%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.24K – – –
TDC
41
Thompson Davis & Co
Virginia
$4K – – –
DOA
42
D'Orazio & Associates
Virginia
$3K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$3K – – –
PRS
44
Pinkerton Retirement Specialists
Idaho
$2K – – –
AIM
45
Advantage Investment Management
Iowa
$1K – – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$1K – – –
KTC
47
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
LWM
48
Lenox Wealth Management
Ohio
$1K – – –
MAM
49
Meeder Asset Management
Ohio
$1K – – –
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$170 – – –
1
2
3

WKHS Hedge Fund Activity: Q2 2017 in Review

39 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2017, worth a combined $15.7M — up 4.8% from $15M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WKHS and 10 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 8 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $599K. The largest seller was BlackRock, cutting an estimated $1.59M.

  • 39 institutional investors held Workhorse Group (WKHS) as of Q2 2017, down from 41 in Q1 2017.
  • Funds reported $15.7M of Workhorse Group stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 10 funds opened new Workhorse Group positions in Q2 2017 and 12 closed out, a net change of -2 holders.
  • The largest Workhorse Group buyer in Q2 2017 was Millennium Management, an estimated $599K added.
  • The largest Workhorse Group seller in Q2 2017 was BlackRock, an estimated $1.59M sold.

Based on aggregated 13F filings for Q2 2017.