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Workhorse Group
WKHS

35 hedge funds and large institutions have $8.22M invested in Workhorse Group in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0% more ownership

Funds ownership: 0% → 0% (+0%)

3% less funds holding

Funds holding: 36 → 35 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

27% less capital invested

Capital invested by funds: $11.2M → $8.22M (-$2.97M)

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Manhattan
First Manhattan
New York
+$645K
2
CC
Cannell & Co
New York
+$177K
3
Bank of America
Bank of America
North Carolina
+$138K
4
ARTA
A.R.T. Advisors
New York
+$69.1K
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$38.4K

Top Sellers

1
PCM
Prelude Capital Management
New York
-$76.7K
2
BC
Birchview Capital
Vermont
-$69.1K
3
Wells Fargo
Wells Fargo
California
-$53.7K
4
BCM
BlueCrest Capital Management
Jersey
-$48K
5
TSS
Two Sigma Securities
New York
-$48K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Evercore Wealth Management
New York
$18K – – –
HCM
27
Hollencrest Capital Management
California
$18K – – –
TC
28
Telemus Capital
Michigan
$18K +$23K +3 New
UBS Group
29
UBS Group
Switzerland
$12K – – –
PCM
30
Prelude Capital Management
New York
$11K -$76.7K -10 -83%
IA
31
IFP Advisors
Florida
$6K – – –
MAM
32
Meeder Asset Management
Ohio
$4.65K – – –
Barclays
33
Barclays
United Kingdom
$4K – – –
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$4K – – –
SIC
35
Salem Investment Counselors
North Carolina
$4K – – –
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.09K – – –
AA
37
AlphaMark Advisors
Kentucky
$2K – – –
CPA
38
Clear Perspective Advisors
Illinois
$2K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$2K – – –
BFEC
40
Benjamin F. Edwards & Company
Missouri
$1K – – –
GWM
41
Geneos Wealth Management
Colorado
$1K – – –
SEI Investments
42
SEI Investments
Pennsylvania
$1K – – –
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$84 – – –
BCM
44
BlueCrest Capital Management
Jersey
– -$48K -6 Closed
TSS
45
Two Sigma Securities
New York
– -$48K -6 Closed
Jane Street
46
Jane Street
New York
– -$43K -5 Closed
VF
47
Virtu Financial
New York
– -$32K -4 Closed
AIM
48
Advantage Investment Management
Iowa
– -$2K – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
– -$1K – –
SWP
50
Stratos Wealth Partners
Ohio
– -$3K – –
1
2

WKHS Hedge Fund Activity: Q2 2018 in Review

35 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2018, worth a combined $8.22M — down 27% from $11.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WKHS and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 8 added.

The largest buyer was First Manhattan, adding an estimated $645K. The largest seller was Prelude Capital Management, cutting an estimated $76.7K.

  • 35 institutional investors held Workhorse Group (WKHS) as of Q2 2018, down from 36 in Q1 2018.
  • Funds reported $8.22M of Workhorse Group stock for Q2 2018, down 27% quarter-over-quarter.
  • 3 funds opened new Workhorse Group positions in Q2 2018 and 4 closed out, a net change of -1 holder.
  • The largest Workhorse Group buyer in Q2 2018 was First Manhattan, an estimated $645K added.
  • The largest Workhorse Group seller in Q2 2018 was Prelude Capital Management, an estimated $76.7K sold.

Based on aggregated 13F filings for Q2 2018.