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Workhorse Group
WKHS

59 hedge funds and large institutions have $46M invested in Workhorse Group in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

37% more funds holding

Funds holding: 43 → 59 (+16)

2% more capital invested

Capital invested by funds: $45M → $46M (+$972K)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

Holders
59
Holders Change
+16
Holders Change %
+37.21%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
14
Reduced
4
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1M
2
Wells Fargo
Wells Fargo
California
+$865K
3
CS
Credit Suisse
Switzerland
+$856K
4
EIM
Essex Investment Management
Massachusetts
+$737K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$709K

Top Sellers

1
EI
EAM Investors
California
-$892K
2
WG
Winton Group
United Kingdom
-$871K
3
First Manhattan
First Manhattan
New York
-$341K
4
IAA
Independent Advisor Alliance
North Carolina
-$283K
5
CGL
Clarius Group LLC
Washington
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$198K +$184K +20 +1,000%
6CM
27
683 Capital Management
New York
$191K +$193K +21 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$182K +$27.6K +3 +18%
Mitsubishi UFJ Asset Management
29
Mitsubishi UFJ Asset Management
Japan
$143K +$147K +16 New
PP
30
Paloma Partners
Connecticut
$136K +$138K +15 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$131K – – –
Millennium Management
32
Millennium Management
New York
$131K +$129K +14 New
PFS
33
Prospera Financial Services
Texas
$128K – – –
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$116K +$120K +13 New
WP
35
WMS Partners
Maryland
$106K – – –
JIC
36
Johnson Investment Counsel
Ohio
$105K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$101K +$18.4K +2 +22%
UOC
38
UBS O'Connor
Illinois
$94K – – –
BFM
39
Boothbay Fund Management
New York
$78K +$82.9K +9 New
BC
40
Birchview Capital
Vermont
$76K – – –
AGM
41
Alpine Global Management
New York
$70K +$73.7K +8 New
LFAS
42
Level Four Advisory Services
Texas
$55K – – –
TC
43
Telemus Capital
Michigan
$43K +$9.21K +1 +25%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$40K +$36.8K +4 New
Creative Planning
45
Creative Planning
Kansas
$38K +$36.8K +4 New
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$37K +$36.8K +4 New
LNC
47
Lincoln National Corp
Pennsylvania
$36K – – –
UBS Group
48
UBS Group
Switzerland
$35K – – –
EP
49
Eudaimonia Partners
Tennessee
$30K +$27.6K +3 New
AIC
50
Ameritas Investment Company
Nebraska
$26K – – –
1
2
3 4

WKHS Hedge Fund Activity: Q4 2019 in Review

59 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2019, worth a combined $46M — up 2.2% from $45M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WKHS positions and 9 closed out — a net gain of 16 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $1M. The largest seller was EAM Investors, exiting entirely with an estimated $892K sold.

  • 59 institutional investors held Workhorse Group (WKHS) as of Q4 2019, up from 43 in Q3 2019.
  • Funds reported $46M of Workhorse Group stock for Q4 2019, up 2.2% quarter-over-quarter.
  • 25 funds opened new Workhorse Group positions in Q4 2019 and 9 closed out, a net change of +16 holders.
  • The largest Workhorse Group buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $1M added.
  • The largest Workhorse Group seller in Q4 2019 was EAM Investors, an estimated $892K sold.

Based on aggregated 13F filings for Q4 2019.