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Workhorse Group

154 hedge funds and large institutions have $251M invested in Workhorse Group in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $14.4M

81% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 31

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $223M → $251M (+$27.2M)

1% more funds holding

Funds holding: 152154 (+2)

0% more ownership

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

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
56
Reduced
31
Closed
19
Calls
$26.6M
Puts
$14.4M
Net Calls
+$12.2M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$1.54M +$342K +31 +44%
Citadel Advisors
27
Citadel Advisors
Florida
$1.52M -$540K -49 -32%
Mitsubishi UFJ Asset Management
28
Mitsubishi UFJ Asset Management
Japan
$1.48M +$22K +2 +2%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$1.28M +$573K +52 +158%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$1.1M +$805K +73 New
Goldman Sachs
31
Goldman Sachs
New York
$1.03M -$4.16M -377 -85%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$994K +$143K +13 +25%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$931K +$44.1K +4 +7%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$922K -$1.4M -127 -68%
Barclays
35
Barclays
United Kingdom
$842K -$77.2K -7 -11%
UBS AM
36
UBS AM
Illinois
$689K +$176K +16 +53%
Osaic Holdings
37
Osaic Holdings
Arizona
$629K -$11K -1 -2%
QC
38
Quadrature Capital
United Kingdom
$601K +$441K +40 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
39
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$595K -$22K -2 -5%
JP Morgan Chase
40
JP Morgan Chase
New York
$574K +$110K +10 +36%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$547K +$121K +11 +44%
PPA
42
Parametric Portfolio Associates
Washington
$545K -$232K -21 -37%
AllianceBernstein
43
AllianceBernstein
Tennessee
$538K
Vontobel Holding
44
Vontobel Holding
Switzerland
$533K -$33.1K -3 -8%
PP
45
Paloma Partners
Connecticut
$493K -$176K -16 -33%
Deutsche Bank
46
Deutsche Bank
Germany
$459K +$44.1K +4 +15%
Legal & General Group
47
Legal & General Group
United Kingdom
$434K -$121K -11 -28%
SSA
48
Schonfeld Strategic Advisors
New York
$428K +$320K +29 New
MIM
49
MetLife Investment Management
New Jersey
$416K +$154K +14 +100%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$388K -$254K -23 -47%

WKHS Hedge Fund Activity: Q1 2022 in Review

154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2022, worth a combined $251M — up 12% from $223M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WKHS positions and 19 closed out — a net gain of 4 holders — while 56 added to existing stakes and 31 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $6.82M. The largest seller was First Trust Advisors, cutting an estimated $14.6M.

  • 154 institutional investors held Workhorse Group (WKHS) as of Q1 2022, up from 152 in Q4 2021.
  • Funds reported $251M of Workhorse Group stock for Q1 2022, up 12% quarter-over-quarter.
  • 23 funds opened new Workhorse Group positions in Q1 2022 and 19 closed out, a net change of +4 holders.
  • The largest Workhorse Group buyer in Q1 2022 was D.E. Shaw & Co, an estimated $6.82M added.
  • The largest Workhorse Group seller in Q1 2022 was First Trust Advisors, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2022.