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Workhorse Group
WKHS

34 hedge funds and large institutions have $14.3M invested in Workhorse Group in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 0% → 0% (+0%)

9% less capital invested

Capital invested by funds: $15.7M → $14.3M (-$1.39M)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

13% less funds holding

Funds holding: 39 → 34 (-5)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.38M
2
Wells Fargo
Wells Fargo
California
+$1.41M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$62.5K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$35.7K
5
VF
Virtu Financial
New York
+$35.7K

Top Sellers

1
ECM
Element Capital Management
New York
-$268K
2
ARTA
A.R.T. Advisors
New York
-$224K
3
PP
Paloma Partners
Connecticut
-$200K
4
LP
LMR Partners
United Kingdom
-$126K
5
Goldman Sachs
Goldman Sachs
New York
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
26
Virtu Financial
New York
$35K +$35.7K +4 New
ECM
27
Element Capital Management
New York
$33K -$268K -30 -88%
PPA
28
Parametric Portfolio Associates
Washington
$32K -$8.93K -1 -20%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$30K +$35.7K +4 New
EWM
30
Evercore Wealth Management
New York
$28K – – –
Bank of America
31
Bank of America
North Carolina
$11K -$17.9K -2 -67%
UBS Group
32
UBS Group
Switzerland
$11K – – –
IA
33
IFP Advisors
Florida
$7K – – –
Barclays
34
Barclays
United Kingdom
$6K +$8.93K +1 New
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.17K – – –
AA
36
AlphaMark Advisors
Kentucky
$3K – – –
FA
37
Financial Advantage
Maryland
$3K – – –
DOA
38
D'Orazio & Associates
Virginia
$2K – – –
MAM
39
Meeder Asset Management
Ohio
$2K – – –
AIM
40
Advantage Investment Management
Iowa
$1K – – –
BFEC
41
Benjamin F. Edwards & Company
Missouri
$1K – – –
LWM
42
Lenox Wealth Management
Ohio
$1K – – –
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$127 – – –
ARTA
44
A.R.T. Advisors
New York
– -$224K -20 Closed
PP
45
Paloma Partners
Connecticut
– -$200K -18 Closed
LP
46
LMR Partners
United Kingdom
– -$126K -11 Closed
Deutsche Bank
47
Deutsche Bank
Germany
– -$62.5K -7 Closed
CS
48
Credit Suisse
Switzerland
– -$51K -5 Closed
Squarepoint
49
Squarepoint
New York
– -$49K -4 Closed
Creative Planning
50
Creative Planning
Kansas
– -$9K -1 Closed
1
2
3

WKHS Hedge Fund Activity: Q3 2017 in Review

34 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2017, worth a combined $14.3M — down 8.9% from $15.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WKHS and 4 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.38M. The largest seller was Element Capital Management, cutting an estimated $268K.

  • 34 institutional investors held Workhorse Group (WKHS) as of Q3 2017, down from 39 in Q2 2017.
  • Funds reported $14.3M of Workhorse Group stock for Q3 2017, down 8.9% quarter-over-quarter.
  • 4 funds opened new Workhorse Group positions in Q3 2017 and 8 closed out, a net change of -4 holders.
  • The largest Workhorse Group buyer in Q3 2017 was Susquehanna International Group, an estimated $2.38M added.
  • The largest Workhorse Group seller in Q3 2017 was Element Capital Management, an estimated $268K sold.

Based on aggregated 13F filings for Q3 2017.