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Workhorse Group
WKHS

36 hedge funds and large institutions have $11.2M invested in Workhorse Group in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

9% more funds holding

Funds holding: 33 → 36 (+3)

0% less ownership

Funds ownership: 0% → 0% (-0%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

10% less capital invested

Capital invested by funds: $12.4M → $11.2M (-$1.26M)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$297K
2
PCM
Prelude Capital Management
New York
+$105K
3
Morgan Stanley
Morgan Stanley
New York
+$69.9K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$69.9K
5
State Street
State Street
Massachusetts
+$61.2K

Top Sellers

Rank Fund Capital Flow
1
CCM
CWH Capital Management
Washington
-$1.85M
2
Millennium Management
Millennium Management
New York
-$346K
3
GA
Gateway Advisory
New Jersey
-$128K
4
RJA
Raymond James & Associates
Florida
-$77K
5
Goldman Sachs
Goldman Sachs
New York
-$61.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
26
Virtu Financial
New York
$32K +$35K +4 New
AG
27
Advisor Group
Arizona
$29K -$8.74K -1 -20%
EWM
28
Evercore Wealth Management
New York
$26K – – –
HCM
29
Hollencrest Capital Management
California
$26K – – –
UBS Group
30
UBS Group
Switzerland
$17K -$17.5K -2 -50%
Bank of America
31
Bank of America
North Carolina
$12K – – –
IA
32
IFP Advisors
Florida
$8K – – –
Barclays
33
Barclays
United Kingdom
$6K – – –
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$6K – – –
MAM
35
Meeder Asset Management
Ohio
$5K – – –
SIC
36
Salem Investment Counselors
North Carolina
$5K +$8.74K +1 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 – – –
SWP
40
Stratos Wealth Partners
Ohio
$3K – – –
AIM
41
Advantage Investment Management
Iowa
$2K – – –
GWM
42
Geneos Wealth Management
Colorado
$2K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$2K – – –
BFEC
44
Benjamin F. Edwards & Company
Missouri
$1K – – –
CHC
45
City Holding Co
West Virginia
$1K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$121 – – –
Millennium Management
48
Millennium Management
New York
– -$346K -45 Closed
GA
49
Gateway Advisory
New Jersey
– -$128K -17 Closed
RJA
50
Raymond James & Associates
Florida
– -$77K -10 Closed
1
2
3

WKHS Hedge Fund Activity: Q1 2018 in Review

36 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2018, worth a combined $11.2M — down 10% from $12.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WKHS positions and 4 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Vanguard Group, adding an estimated $297K. The largest seller was CWH Capital Management, cutting an estimated $1.85M.

  • 36 institutional investors held Workhorse Group (WKHS) as of Q1 2018, up from 33 in Q4 2017.
  • Funds reported $11.2M of Workhorse Group stock for Q1 2018, down 10% quarter-over-quarter.
  • 7 funds opened new Workhorse Group positions in Q1 2018 and 4 closed out, a net change of +3 holders.
  • The largest Workhorse Group buyer in Q1 2018 was Vanguard Group, an estimated $297K added.
  • The largest Workhorse Group seller in Q1 2018 was CWH Capital Management, an estimated $1.85M sold.

Based on aggregated 13F filings for Q1 2018.