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Workhorse Group
WKHS

Overview Fund Activity

46 hedge funds and large institutions have $11.2M invested in Workhorse Group in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
8
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$263K
2
PCM
Prelude Capital Management
New York
+$98K
3
Morgan Stanley
Morgan Stanley
New York
+$68.5K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$65.9K
5
State Street
State Street
Massachusetts
+$51K

Top Sellers

1
CCM
CWH Capital Management
Washington
-$1.69M
2
Millennium Management
Millennium Management
New York
-$346K
3
GA
Gateway Advisory
New Jersey
-$128K
4
RJA
Raymond James & Associates
Florida
-$77K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$51K
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
26
Virtu Financial
New York
$32K +$32K +48 New
AG
27
Advisor Group
Arizona
$29K -$11.9K -18 -29%
EWM
28
Evercore Wealth Management
New York
$26K – – –
HCM
29
Hollencrest Capital Management
California
$26K – – –
UBS Group
30
UBS Group
Switzerland
$17K -$11.1K -17 -40%
Bank of America
31
Bank of America
North Carolina
$12K +$1.33K +2 +13%
IA
32
IFP Advisors
Florida
$8K – – –
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$6K – – –
Barclays
34
Barclays
United Kingdom
$6K – – –
MAM
35
Meeder Asset Management
Ohio
$5K -$625 -1 -11%
SIC
36
Salem Investment Counselors
North Carolina
$5K +$5K +8 New
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.04K – – –
AA
38
AlphaMark Advisors
Kentucky
$3K – – –
CPA
39
Clear Perspective Advisors
Illinois
$3K +$3K +4 New
SWP
40
Stratos Wealth Partners
Ohio
$3K +$3K +5 New
GWM
41
Geneos Wealth Management
Colorado
$2K – – –
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$2K – – –
AIM
43
Advantage Investment Management
Iowa
$2K +$2K +4 New
CHC
44
City Holding Co
West Virginia
$1K – – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$1K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +1 New
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$121 -$118 – –
Millennium Management
48
Millennium Management
New York
– -$346K -540 Closed
GA
49
Gateway Advisory
New Jersey
– -$128K -200 Closed
RJA
50
Raymond James & Associates
Florida
– -$77K -120 Closed
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