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Workhorse Group
WKHS

37 hedge funds and large institutions have $3.86M invested in Workhorse Group in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

0% more ownership

Funds ownership: 0% → 0% (+0%)

8% less funds holding

Funds holding: 40 → 37 (-3)

30% less capital invested

Capital invested by funds: $5.49M → $3.86M (-$1.63M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
4
Closed
8
Calls
$3.77M
Puts
–
Net Calls
+$3.77M
Net Calls Change
-$2.8M

Top Buyers

1
ACM
Arosa Capital Management
Florida
+$1.57M
2
First Manhattan
First Manhattan
New York
+$304K
3
CCB
Cutter & Co Brokerage
Missouri
+$109K
4
Citadel Advisors
Citadel Advisors
Florida
+$42.5K
5
BlackRock
BlackRock
New York
+$33K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$227K
2
Jane Street
Jane Street
New York
-$61.4K
3
Wells Fargo
Wells Fargo
California
-$33K
4
State Street
State Street
Massachusetts
-$32K
5
CCM
CWH Capital Management
Washington
-$28K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$10K +$14.2K +6 New
Goldman Sachs
27
Goldman Sachs
New York
$8K – – –
AG
28
Advisor Group
Arizona
$6K – – –
LNC
29
Lincoln National Corp
Pennsylvania
$6K – – –
TSS
30
Two Sigma Securities
New York
$6K – – –
NFG
31
Next Financial Group
Texas
$6K +$4.72K +2 +100%
FSA
32
Fort Sheridan Advisors
Illinois
$6K +$9.44K +4 New
TC
33
Telemus Capital
Michigan
$5K – – –
TCM
34
TD Capital Management
Tennessee
$4K – – –
Barclays
35
Barclays
United Kingdom
$2K – – –
LFA
36
Legacy Financial Advisors
Kentucky
$2K +$2.36K +1 New
PA
37
Perennial Advisors
New York
$2K +$2.36K +1 New
AA
38
AlphaMark Advisors
Kentucky
$1K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$1K – – –
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$24 – – –
State Street
41
State Street
Massachusetts
– -$32K -10 Closed
CCM
42
CWH Capital Management
Washington
– -$28K -9 Closed
ARTA
43
A.R.T. Advisors
New York
– -$24K -8 Closed
PSC
44
Prentiss Smith & Co
Vermont
– -$15K -5 Closed
MAM
45
Meeder Asset Management
Ohio
– -$12K -4 Closed
TRCT
46
Tower Research Capital (TRC)
New York
– -$13K -4 Closed
EWM
47
Evercore Wealth Management
New York
– -$11K -3 Closed
PCM
48
Prelude Capital Management
New York
– -$3K -1 Closed
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$1.23K – –
GWM
50
Geneos Wealth Management
Colorado
– -$1K – –
1
2
3

WKHS Hedge Fund Activity: Q4 2018 in Review

37 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2018, worth a combined $3.86M — down 30% from $5.49M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WKHS and 5 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 8 added.

The largest buyer was Arosa Capital Management, adding an estimated $1.57M. The largest seller was Vanguard Group, cutting an estimated $227K.

  • 37 institutional investors held Workhorse Group (WKHS) as of Q4 2018, down from 40 in Q3 2018.
  • Funds reported $3.86M of Workhorse Group stock for Q4 2018, down 30% quarter-over-quarter.
  • 5 funds opened new Workhorse Group positions in Q4 2018 and 8 closed out, a net change of -3 holders.
  • The largest Workhorse Group buyer in Q4 2018 was Arosa Capital Management, an estimated $1.57M added.
  • The largest Workhorse Group seller in Q4 2018 was Vanguard Group, an estimated $227K sold.

Based on aggregated 13F filings for Q4 2018.