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Workhorse Group
WKHS

61 hedge funds and large institutions have $28.6M invested in Workhorse Group in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,045% more call options, than puts

Call options by funds: $355K | Put options by funds: $31K

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more funds holding

Funds holding: 59 → 61 (+2)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

38% less capital invested

Capital invested by funds: $46M → $28.6M (-$17.4M)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
7
Closed
9
Calls
$355K
Puts
$31K
Net Calls
+$324K
Net Calls Change
+$324K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$2.01M
2
State Street
State Street
Massachusetts
+$1.45M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$774K
4
Goldman Sachs
Goldman Sachs
New York
+$713K
5
CCB
Cutter & Co Brokerage
Missouri
+$696K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$3.23M
2
EIM
Essex Investment Management
Massachusetts
-$729K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$679K
4
CS
Credit Suisse
Switzerland
-$670K
5
LCM
Laurion Capital Management
New York
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
26
Johnson Investment Counsel
Ohio
$105K – – –
OMC
27
Old Mission Capital
Illinois
$102K +$163K +19 New
Mitsubishi UFJ Asset Management
28
Mitsubishi UFJ Asset Management
Japan
$99K +$17.2K +2 +13%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$92K +$60.2K +7 +64%
CS
30
Credit Suisse
Switzerland
$83K -$670K -78 -84%
PFS
31
Prospera Financial Services
Texas
$80K +$8.6K +1 +7%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$79K – – –
BRWM
33
B. Riley Wealth Management
Tennessee
$72K +$112K +13 New
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$69K – – –
WP
35
WMS Partners
Maryland
$63K – – –
UOC
36
UBS O'Connor
Illinois
$56K – – –
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$51K -$163K -19 -68%
BC
38
Birchview Capital
Vermont
$45K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$42K +$34.4K +4 +100%
Group One Trading
40
Group One Trading
Illinois
$41K +$68.8K +8 New
Creative Planning
41
Creative Planning
Kansas
$39K +$25.8K +3 +75%
LPL Financial
42
LPL Financial
California
$38K +$60.2K +7 New
TC
43
Telemus Capital
Michigan
$35K – – –
Citigroup
44
Citigroup
New York
$35K +$34.4K +4 +200%
LFAS
45
Level Four Advisory Services
Texas
$33K – – –
LNC
46
Lincoln National Corp
Pennsylvania
$22K – – –
UBS Group
47
UBS Group
Switzerland
$21K – – –
GAM
48
Gotham Asset Management
New York
$21K +$34.4K +4 New
JG
49
Jefferies Group
New York
$19K +$34.4K +4 New
Wolverine Trading
50
Wolverine Trading
Illinois
$19K +$34.4K +4 New
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WKHS Hedge Fund Activity: Q1 2020 in Review

61 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2020, worth a combined $28.6M — down 38% from $46M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WKHS positions and 9 closed out — a net gain of 5 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.01M. The largest seller was Invesco, cutting an estimated $3.23M.

  • 61 institutional investors held Workhorse Group (WKHS) as of Q1 2020, up from 59 in Q4 2019.
  • Funds reported $28.6M of Workhorse Group stock for Q1 2020, down 38% quarter-over-quarter.
  • 14 funds opened new Workhorse Group positions in Q1 2020 and 9 closed out, a net change of +5 holders.
  • The largest Workhorse Group buyer in Q1 2020 was Millennium Management, an estimated $2.01M added.
  • The largest Workhorse Group seller in Q1 2020 was Invesco, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2020.