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Workhorse Group

235 hedge funds and large institutions have $752M invested in Workhorse Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 65 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less call options, than puts

Call options by funds: $174M | Put options by funds: $179M

22% less capital invested

Capital invested by funds: $963M → $752M (-$210M)

Holders
235
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$174M
Puts
$179M
Net Calls
Net Calls Change

Top Buyers

1 +$54.7M
2 +$29.6M
3 +$17.1M
4
Invesco
Invesco
Georgia
+$14.4M
5
First Trust Advisors
First Trust Advisors
Illinois
+$13.4M

Top Sellers

1 -$31.5M
2 -$23.6M
3 -$14.3M
4
TI
Think Investments
California
-$12M
5
CC
Cannell & Co
New York
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$6.64M
27
$6.33M
28
$6.19M
29
$5.85M
30
$5.32M
31
$5.24M
32
$4.31M
33
$4.13M
34
$4.11M
35
$4.1M
36
$3.72M
37
$3.41M
38
$2.8M
39
$2.68M
40
$2.4M
41
$2.07M
42
$1.99M
43
$1.96M
44
$1.84M
45
$1.79M
46
$1.73M
47
$1.66M
48
$1.46M
49
$1.38M
50
$1.38M