We are live on ! Find out more
WKHS icon

Workhorse Group
WKHS

172 hedge funds and large institutions have $963M invested in Workhorse Group in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 28

71% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 34

19% more funds holding

Funds holding: 145 → 172 (+27)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

4% less capital invested

Capital invested by funds: $1.01B → $963M (-$44.1M)

12% less call options, than puts

Call options by funds: $198M | Put options by funds: $225M

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
172
Holders Change
+27
Holders Change %
+18.62%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
55
Increased
58
Reduced
34
Closed
28
Calls
$198M
Puts
$225M
Net Calls
-$27.1M
Net Calls Change
-$85.7M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$42.9M
2
PAG
Private Advisor Group
New Jersey
+$25.1M
3
AIM
ARK Investment Management
Florida
+$24.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$22.2M
5
Invesco
Invesco
Georgia
+$20M

Top Sellers

Rank Fund Capital Flow
1
ACM
Arosa Capital Management
Florida
-$55.6M
2
Bank of America
Bank of America
North Carolina
-$18M
3
CC
Cannell & Co
New York
-$6.89M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.37M
5
Simplex Trading
Simplex Trading
Illinois
-$6.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$8.34M +$65K +1 +0.7%
EAM
27
Erste Asset Management
Austria
$7.32M – – –
Man Group
28
Man Group
United Kingdom
$7.14M +$7.8M +120 New
Jane Street
29
Jane Street
New York
$5.77M -$325K -5 -5%
JP Morgan Chase
30
JP Morgan Chase
New York
$5.39M +$1.17M +18 +25%
CS
31
Credit Suisse
Switzerland
$5.18M +$5.2M +80 +1,143%
Swiss National Bank
32
Swiss National Bank
Switzerland
$4.62M +$5.07M +78 New
Millennium Management
33
Millennium Management
New York
$4.48M -$1.56M -24 -24%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$4.09M +$260K +4 +6%
First Manhattan
35
First Manhattan
New York
$3.89M -$2.28M -35 -35%
JG
36
Jefferies Group
New York
$3.58M +$3.9M +60 New
Osaic Holdings
37
Osaic Holdings
Arizona
$3.43M +$1.3M +20 +53%
GA
38
Gateway Advisory
New Jersey
$3.33M +$3.64M +56 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$3.09M +$390K +6 +13%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$2.83M – – –
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$2.57M +$2.8M +43 New
Squarepoint
42
Squarepoint
New York
$2.57M +$1.76M +27 +169%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$2.53M -$195K -3 -8%
Bank of America
44
Bank of America
North Carolina
$2.42M -$18M -277 -87%
Stifel Financial
45
Stifel Financial
Missouri
$2.33M +$1.76M +27 +225%
AllianceBernstein
46
AllianceBernstein
Tennessee
$2.28M – – –
Barclays
47
Barclays
United Kingdom
$2.22M -$325K -5 -12%
Citadel Advisors
48
Citadel Advisors
Florida
$2.2M -$455K -7 -16%
AA
49
Ancora Advisors
Ohio
$2.18M – – –
SC
50
Sculptor Capital
New York
$2.06M +$2.28M +35 New
1
2
3 4 5

WKHS Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2020, worth a combined $963M — down 4.4% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WKHS positions and 28 closed out — a net gain of 27 holders — while 58 added to existing stakes and 34 trimmed.

The largest buyer was Citigroup, adding an estimated $42.9M. The largest seller was Arosa Capital Management, cutting an estimated $55.6M.

  • 172 institutional investors held Workhorse Group (WKHS) as of Q4 2020, up from 145 in Q3 2020.
  • Funds reported $963M of Workhorse Group stock for Q4 2020, down 4.4% quarter-over-quarter.
  • 55 funds opened new Workhorse Group positions in Q4 2020 and 28 closed out, a net change of +27 holders.
  • The largest Workhorse Group buyer in Q4 2020 was Citigroup, an estimated $42.9M added.
  • The largest Workhorse Group seller in Q4 2020 was Arosa Capital Management, an estimated $55.6M sold.

Based on aggregated 13F filings for Q4 2020.