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Workhorse Group
WKHS

Overview Fund Activity

54 hedge funds and large institutions have $45M invested in Workhorse Group in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
14
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$5.06M
2
EI
2
EAM Investors
California
$892K
3
WG
3
Winton Group
United Kingdom
$871K
4
EMG
4
ETF Managers Group
New Jersey
$816K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.62M

Top Sellers

1
First Manhattan
1
First Manhattan
New York
$6.25M
2
IAA
2
Independent Advisor Alliance
North Carolina
$283K
3
CC
3
Cannell & Co
New York
$4.86M
4
Bank of America
4
Bank of America
North Carolina
$18K
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$98K +$63K +72 +180%
ECM
27
ExodusPoint Capital Management
New York
$95K +$95K +108 New
BC
28
Birchview Capital
Vermont
$88K – – –
LFAS
29
Level Four Advisory Services
Texas
$64K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$59K +$59K +67 New
AG
31
Advisor Group
Arizona
$57K +$14.3K +16 +33%
WAM
32
Weiss Asset Management
Massachusetts
$54K +$54K +61 New
TC
33
Telemus Capital
Michigan
$42K – – –
LNC
34
Lincoln National Corp
Pennsylvania
$41K +$3.49K +4 +9%
UBS Group
35
UBS Group
Switzerland
$40K -$13.9K -16 -26%
NFG
36
Next Financial Group
Texas
$40K – – –
AIC
37
Ameritas Investment Company
Nebraska
$26K +$26K +30 New
Bank of America
38
Bank of America
North Carolina
$18K -$189K -210 -91%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
TCM
40
TD Capital Management
Tennessee
$15K -$15K -17 -50%
APA
41
American Portfolios Advisors
New York
$12.3K +$12.3K +14 New
Barclays
42
Barclays
United Kingdom
$9K +$9K +9 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$9K +$9K +10 New
SIC
44
Salem Investment Counselors
North Carolina
$7K – – –
AA
45
AlphaMark Advisors
Kentucky
$4K – – –
VFA
46
Valeo Financial Advisors
Indiana
$4K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$4K +$4K +4 New
IA
48
IFP Advisors
Florida
$4K +$4K +4 New
FA
49
Financial Advantage
Maryland
$3K – – –
GWM
50
Geneos Wealth Management
Colorado
$3K – – –
1
2
3