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Workhorse Group

145 hedge funds and large institutions have $1.01B invested in Workhorse Group in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

153% more capital invested

Capital invested by funds: $397M → $1.01B (+$609M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

34% more funds holding

Funds holding: 108145 (+37)

22% more call options, than puts

Call options by funds: $328M | Put options by funds: $270M

0% more ownership

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

Holders
145
Holders Change
+37
Holders Change %
+34.26%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
55
Increased
49
Reduced
31
Closed
18
Calls
$328M
Puts
$270M
Net Calls
+$58.6M
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
26
Simplex Trading
Illinois
$7.28M +$5.2M +91 +1,820%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$6.98M +$5.03M +88 +2,200%
JP Morgan Chase
28
JP Morgan Chase
New York
$5.93M +$3.03M +53 +265%
Morgan Stanley
29
Morgan Stanley
New York
$5.72M +$2.17M +38 +103%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$4.95M +$1.26M +22 +51%
EI
31
EAM Investors
California
$4.62M -$5.15M -90 -60%
LSA
32
L & S Advisors
California
$3.79M +$2.86M +50 New
MAP
33
Moody Aldrich Partners
Massachusetts
$3.75M +$2.8M +49 New
Creative Planning
34
Creative Planning
Kansas
$3.63M +$2.12M +37 +336%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$3.61M +$915K +16 +50%
ECM
36
ExodusPoint Capital Management
New York
$3.6M -$1.14M -20 -30%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.49M +$629K +11 +31%
Citadel Advisors
38
Citadel Advisors
Florida
$3.35M +$1.94M +34 +340%
Barclays
39
Barclays
United Kingdom
$3.16M +$114K +2 +5%
Franklin Resources
40
Franklin Resources
California
$3.16M
Osaic Holdings
41
Osaic Holdings
Arizona
$2.9M +$743K +13 +52%
AllianceBernstein
42
AllianceBernstein
Tennessee
$2.88M +$515K +9 +31%
AA
43
Ancora Advisors
Ohio
$2.77M -$915K -16 -30%
CCMW
44
Cypress Capital Management (Wyoming)
Wyoming
$2.7M +$1.94M +34 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$2.62M +$1.14M +20 +125%
CCB
46
Cutter & Co Brokerage
Missouri
$2.45M -$1.03M -18 -36%
IAA
47
Independent Advisor Alliance
North Carolina
$2.36M -$172K -3 -9%
EGI
48
EAM Global Investors
California
$2.32M -$1.94M -34 -52%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$2.16M +$515K +9 +47%
PPA
50
Parametric Portfolio Associates
Washington
$2.05M -$1.54M -27 -50%

WKHS Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2020, worth a combined $1.01B — up 153% from $397M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WKHS positions and 18 closed out — a net gain of 37 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Arosa Capital Management, opening a new position worth an estimated $58.8M. The largest seller was First Manhattan, cutting an estimated $20.8M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2020, up from 108 in Q2 2020.
  • Funds reported $1.01B of Workhorse Group stock for Q3 2020, up 153% quarter-over-quarter.
  • 55 funds opened new Workhorse Group positions in Q3 2020 and 18 closed out, a net change of +37 holders.
  • The largest Workhorse Group buyer in Q3 2020 was Arosa Capital Management, an estimated $58.8M added.
  • The largest Workhorse Group seller in Q3 2020 was First Manhattan, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2020.