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Workhorse Group

40 hedge funds and large institutions have $5.49M invested in Workhorse Group in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

14% more funds holding

Funds holding: 3540 (+5)

0% less ownership

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

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

33% less capital invested

Capital invested by funds: $8.22M → $5.49M (-$2.73M)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
7
Closed
4
Calls
$6.57M
Puts
Net Calls
+$6.57M
Net Calls Change
+$6.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$16K -$23.1K -6 -55%
PSC
27
Prentiss Smith & Co
Vermont
$15K +$19.2K +5 New
LNC
28
Lincoln National Corp
Pennsylvania
$13K
UBS Group
29
UBS Group
Switzerland
$13K +$7.68K +2 +100%
TRCT
30
Tower Research Capital (TRC)
New York
$13K +$15.4K +4 New
TSS
31
Two Sigma Securities
New York
$13K +$15.4K +4 New
MAM
32
Meeder Asset Management
Ohio
$12K +$11.5K +3 +300%
AG
33
Advisor Group
Arizona
$11K
EWM
34
Evercore Wealth Management
New York
$11K
TC
35
Telemus Capital
Michigan
$11K
VF
36
Virtu Financial
New York
$11K +$15.4K +4 New
TCM
37
TD Capital Management
Tennessee
$9K +$11.5K +3 New
NFG
38
Next Financial Group
Texas
$8K +$7.68K +2 New
Barclays
39
Barclays
United Kingdom
$5K
PCM
40
Prelude Capital Management
New York
$3K -$3.84K -1 -50%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.23K
AA
42
AlphaMark Advisors
Kentucky
$1K
GWM
43
Geneos Wealth Management
Colorado
$1K
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$1K
SWP
45
Stratos Wealth Partners
Ohio
$1K
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$49
HCM
47
Hollencrest Capital Management
California
-$18K -3 Closed
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
-$4K -1 Closed
IA
49
IFP Advisors
Florida
-$3.84K -1 Closed
SIC
50
Salem Investment Counselors
North Carolina
-$4K -1 Closed

WKHS Hedge Fund Activity: Q3 2018 in Review

40 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2018, worth a combined $5.49M — down 33% from $8.22M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WKHS positions and 4 closed out — a net gain of 5 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was First Manhattan, adding an estimated $353K. The largest seller was Goldman Sachs, cutting an estimated $23.1K.

  • 40 institutional investors held Workhorse Group (WKHS) as of Q3 2018, up from 35 in Q2 2018.
  • Funds reported $5.49M of Workhorse Group stock for Q3 2018, down 33% quarter-over-quarter.
  • 9 funds opened new Workhorse Group positions in Q3 2018 and 4 closed out, a net change of +5 holders.
  • The largest Workhorse Group buyer in Q3 2018 was First Manhattan, an estimated $353K added.
  • The largest Workhorse Group seller in Q3 2018 was Goldman Sachs, an estimated $23.1K sold.

Based on aggregated 13F filings for Q3 2018.