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Workhorse Group
WKHS

39 hedge funds and large institutions have $4.87M invested in Workhorse Group in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

26% more capital invested

Capital invested by funds: $3.86M → $4.87M (+$1.01M)

5% more funds holding

Funds holding: 37 → 39 (+2)

0% more ownership

Funds ownership: 0% → 0% (+0%)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
+$655K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$110K
3
ECM
ExodusPoint Capital Management
New York
+$107K
4
MWM
Marietta Wealth Management
Georgia
+$44.5K
5
Citadel Advisors
Citadel Advisors
Florida
+$31.4K

Top Sellers

Rank Fund Capital Flow
1
ACM
Arosa Capital Management
Florida
-$280K
2
Wells Fargo
Wells Fargo
California
-$86.4K
3
CGL
Clarius Group LLC
Washington
-$41K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$30K
5
VF
Virtu Financial
New York
-$13.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$15K +$5.24K +2 +33%
TSS
27
Two Sigma Securities
New York
$12K +$7.86K +3 +75%
LFAS
28
Level Four Advisory Services
Texas
$11K – – –
Goldman Sachs
29
Goldman Sachs
New York
$9K – – –
AG
30
Advisor Group
Arizona
$7K – – –
LNC
31
Lincoln National Corp
Pennsylvania
$7K – – –
NFG
32
Next Financial Group
Texas
$7K – – –
NFH
33
NEXT Financial Holdings
Texas
$7K +$10.5K +4 New
TC
34
Telemus Capital
Michigan
$6K – – –
TCM
35
TD Capital Management
Tennessee
$5K – – –
Barclays
36
Barclays
United Kingdom
$3K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$2K +$2.62K +1 New
OWD
38
Osborn Williams & Donohoe
Ohio
$2K +$2.62K +1 New
AA
39
AlphaMark Advisors
Kentucky
$1K – – –
LFA
40
Legacy Financial Advisors
Kentucky
$1K – – –
VFA
41
Valeo Financial Advisors
Indiana
$1K +$2.62K +1 New
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$28 – – –
CGL
43
Clarius Group LLC
Washington
– -$41K -26 Closed
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
– -$30K -19 Closed
FSA
45
Fort Sheridan Advisors
Illinois
– -$6K -4 Closed
PA
46
Perennial Advisors
New York
– -$2K -1 Closed
1
2

WKHS Hedge Fund Activity: Q1 2019 in Review

39 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2019, worth a combined $4.87M — up 26% from $3.86M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WKHS positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was First Manhattan, adding an estimated $655K. The largest seller was Arosa Capital Management, cutting an estimated $280K.

  • 39 institutional investors held Workhorse Group (WKHS) as of Q1 2019, up from 37 in Q4 2018.
  • Funds reported $4.87M of Workhorse Group stock for Q1 2019, up 26% quarter-over-quarter.
  • 6 funds opened new Workhorse Group positions in Q1 2019 and 4 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q1 2019 was First Manhattan, an estimated $655K added.
  • The largest Workhorse Group seller in Q1 2019 was Arosa Capital Management, an estimated $280K sold.

Based on aggregated 13F filings for Q1 2019.