We are live on ! Find out more
WKHS icon

Workhorse Group

36 hedge funds and large institutions have $35.9M invested in Workhorse Group in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

637% more capital invested

Capital invested by funds: $4.87M → $35.9M (+$31.1M)

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

0% more ownership

Funds ownership: 0%0.01% (+0%)

8% less funds holding

Funds holding: 3936 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
4
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$53K
TC
27
Telemus Capital
Michigan
$48K +$4.62K +1 +33%
UBS Group
28
UBS Group
Switzerland
$46K -$41.6K -9 -64%
AG
29
Advisor Group
Arizona
$35K
NFG
30
Next Financial Group
Texas
$34K
LNC
31
Lincoln National Corp
Pennsylvania
$31K
TP
32
Tranquility Partners
Tennessee
$31K +$18.5K +4 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$29K +$13.9K +3 New
TCM
34
TD Capital Management
Tennessee
$25K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$18K
GRP
36
Global Retirement Partners
California
$7K +$4.62K +1 New
SIC
37
Salem Investment Counselors
North Carolina
$6K +$4.62K +1 New
VFA
38
Valeo Financial Advisors
Indiana
$3K -$4.62K -1 Closed
AA
39
AlphaMark Advisors
Kentucky
$3K
FA
40
Financial Advantage
Maryland
$2K
GWM
41
Geneos Wealth Management
Colorado
$2K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$1K
CHC
43
City Holding Co
West Virginia
$1K
Deutsche Bank
44
Deutsche Bank
Germany
$1K
JPLA
45
Joseph P. Lucia & Associates
New York
$1K
TPWA
46
TRUE Private Wealth Advisors
Oregon
$1K
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$135
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
-$86K -46 Closed
ECM
49
ExodusPoint Capital Management
New York
-$75K -41 Closed
Jane Street
50
Jane Street
New York
-$32K -17 Closed

WKHS Hedge Fund Activity: Q2 2019 in Review

36 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2019, worth a combined $35.9M — up 637% from $4.87M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WKHS and 8 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 11 added.

The largest buyer was Vanguard Group, adding an estimated $2.12M. The largest seller was Arosa Capital Management, cutting an estimated $272K.

  • 36 institutional investors held Workhorse Group (WKHS) as of Q2 2019, down from 39 in Q1 2019.
  • Funds reported $35.9M of Workhorse Group stock for Q2 2019, up 637% quarter-over-quarter.
  • 8 funds opened new Workhorse Group positions in Q2 2019 and 10 closed out, a net change of -2 holders.
  • The largest Workhorse Group buyer in Q2 2019 was Vanguard Group, an estimated $2.12M added.
  • The largest Workhorse Group seller in Q2 2019 was Arosa Capital Management, an estimated $272K sold.

Based on aggregated 13F filings for Q2 2019.