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Workhorse Group

33 hedge funds and large institutions have $12.4M invested in Workhorse Group in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0% less ownership

Funds ownership: 0%0% (-0%)

3% less funds holding

Funds holding: 3433 (-1)

13% less capital invested

Capital invested by funds: $14.3M → $12.4M (-$1.87M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$27K +$24.4K +3 +300%
EWM
27
Evercore Wealth Management
New York
$26K
HCM
28
Hollencrest Capital Management
California
$26K +$24.4K +3 New
Bank of America
29
Bank of America
North Carolina
$10K
IA
30
IFP Advisors
Florida
$8K
Barclays
31
Barclays
United Kingdom
$6K
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$6K +$8.12K +1 New
MAM
33
Meeder Asset Management
Ohio
$6K +$8.12K +1 New
AA
34
AlphaMark Advisors
Kentucky
$3K
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.94K
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$2K -$32.5K -4 Closed
DOA
37
D'Orazio & Associates
Virginia
$2K
GWM
38
Geneos Wealth Management
Colorado
$2K
TRCT
39
Tower Research Capital (TRC)
New York
$2K
BFEC
40
Benjamin F. Edwards & Company
Missouri
$1K
CHC
41
City Holding Co
West Virginia
$1K
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$118
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
-$2.3M -278 Closed
Baird Financial Group
44
Baird Financial Group
Wisconsin
-$41K -5 Closed
ECM
45
Element Capital Management
New York
-$33K -4 Closed
PPA
46
Parametric Portfolio Associates
Washington
-$32K -4 Closed
VF
47
Virtu Financial
New York
-$35K -4 Closed
AIM
48
Advantage Investment Management
Iowa
-$1K
FA
49
Financial Advantage
Maryland
-$3K
LWM
50
Lenox Wealth Management
Ohio
-$1K

WKHS Hedge Fund Activity: Q4 2017 in Review

33 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2017, worth a combined $12.4M — down 13% from $14.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WKHS and 5 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 6 added.

The largest buyer was Arosa Capital Management, opening a new position worth an estimated $950K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.3M sold.

  • 33 institutional investors held Workhorse Group (WKHS) as of Q4 2017, down from 34 in Q3 2017.
  • Funds reported $12.4M of Workhorse Group stock for Q4 2017, down 13% quarter-over-quarter.
  • 5 funds opened new Workhorse Group positions in Q4 2017 and 6 closed out, a net change of -1 holder.
  • The largest Workhorse Group buyer in Q4 2017 was Arosa Capital Management, an estimated $950K added.
  • The largest Workhorse Group seller in Q4 2017 was Susquehanna International Group, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2017.