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Workhorse Group
WKHS

108 hedge funds and large institutions have $397M invested in Workhorse Group in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,291% more capital invested

Capital invested by funds: $28.6M → $397M (+$369M)

313% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 15

77% more funds holding

Funds holding: 61 → 108 (+47)

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

1% less call options, than puts

Call options by funds: $152M | Put options by funds: $153M

Holders
108
Holders Change
+47
Holders Change %
+77.05%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
62
Increased
20
Reduced
15
Closed
15
Calls
$152M
Puts
$153M
Net Calls
-$1.18M
Net Calls Change
-$1.51M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$11.1M
2
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$3.78M
3
State Street
State Street
Massachusetts
+$3.61M
4
Invesco
Invesco
Georgia
+$2.48M
5
Northern Trust
Northern Trust
Illinois
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
ACM
Arosa Capital Management
Florida
-$7.32M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.81M
3
Millennium Management
Millennium Management
New York
-$1.63M
4
First Manhattan
First Manhattan
New York
-$1.31M
5
CCB
Cutter & Co Brokerage
Missouri
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Calamos Advisors
26
Calamos Advisors
Illinois
$2.24M +$466K +43 New
LPL Financial
27
LPL Financial
California
$2.23M +$390K +36 +514%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$2.23M +$325K +30 +231%
Barclays
29
Barclays
United Kingdom
$2.07M +$434K +40 New
Franklin Resources
30
Franklin Resources
California
$2.05M – – –
Morgan Stanley
31
Morgan Stanley
New York
$1.94M +$97.6K +9 +32%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$1.83M +$380K +35 New
AIM
33
ARK Investment Management
Florida
$1.8M +$369K +34 New
IAA
34
Independent Advisor Alliance
North Carolina
$1.79M +$369K +34 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$1.68M -$217K -20 -38%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$1.66M +$347K +32 New
JGC
37
J. Goldman & Co
New York
$1.59M +$336K +31 New
AllianceBernstein
38
AllianceBernstein
Tennessee
$1.52M +$315K +29 New
CG
39
Cutler Group
California
$1.47M +$304K +28 New
AC
40
Aristides Capital
Kentucky
$1.46M +$304K +28 New
SEI Investments
41
SEI Investments
Pennsylvania
$1.36M +$282K +26 New
Osaic Holdings
42
Osaic Holdings
Arizona
$1.32M -$21.7K -2 -7%
JP Morgan Chase
43
JP Morgan Chase
New York
$1.02M +$217K +20 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1.01M +$206K +19 New
Bank of America
45
Bank of America
North Carolina
$914K -$163K -15 -45%
FAM
46
Formidable Asset Management
Ohio
$893K +$184K +17 New
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$820K -$21.7K -2 -11%
PFS
48
Prospera Financial Services
Texas
$803K – – –
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$772K -$21.7K -2 -11%
UBS Group
50
UBS Group
Switzerland
$759K +$119K +11 +275%
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WKHS Hedge Fund Activity: Q2 2020 in Review

108 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2020, worth a combined $397M — up 1,291% from $28.6M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new WKHS positions and 15 closed out — a net gain of 47 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $11.1M. The largest seller was Arosa Capital Management, exiting entirely with an estimated $7.32M sold.

  • 108 institutional investors held Workhorse Group (WKHS) as of Q2 2020, up from 61 in Q1 2020.
  • Funds reported $397M of Workhorse Group stock for Q2 2020, up 1,291% quarter-over-quarter.
  • 62 funds opened new Workhorse Group positions in Q2 2020 and 15 closed out, a net change of +47 holders.
  • The largest Workhorse Group buyer in Q2 2020 was BlackRock, an estimated $11.1M added.
  • The largest Workhorse Group seller in Q2 2020 was Arosa Capital Management, an estimated $7.32M sold.

Based on aggregated 13F filings for Q2 2020.