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Workhorse Group

144 hedge funds and large institutions have $134M invested in Workhorse Group in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $5.05M

0% less ownership

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

6% less funds holding

Funds holding: 154144 (-10)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

47% less capital invested

Capital invested by funds: $251M → $134M (-$117M)

Holders
144
Holders Change
-10
Holders Change %
-6.49%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
35
Reduced
47
Closed
25
Calls
$10.5M
Puts
$5.05M
Net Calls
+$5.43M
Net Calls Change
-$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
26
Engineers Gate Manager
New York
$687K +$830K +88 New
SC
27
Sculptor Capital
New York
$669K -$274K -29 -25%
Man Group
28
Man Group
United Kingdom
$593K -$179K -19 Closed
GCP
29
GSA Capital Partners
United Kingdom
$544K +$594K +63 +900%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$510K -$9.44K -1 -2%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$495K +$604K +64 New
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$464K +$557K +59 New
ECM
33
ExodusPoint Capital Management
New York
$462K -$453K -48 -45%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$446K -$47.2K -5 -8%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$435K -$274K -29 -34%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
36
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$400K +$104K +11 +28%
UBS AM
37
UBS AM
Illinois
$358K
Deutsche Bank
38
Deutsche Bank
Germany
$354K +$132K +14 +45%
QT
39
Quantbot Technologies
New York
$351K +$349K +37 +463%
Legal & General Group
40
Legal & General Group
United Kingdom
$341K +$142K +15 +52%
Osaic Holdings
41
Osaic Holdings
Arizona
$340K -$28.3K -3 -6%
BCM
42
Bayesian Capital Management
New York
$282K +$340K +36 New
AllianceBernstein
43
AllianceBernstein
Tennessee
$241K -$47.2K -5 -14%
Vontobel Holding
44
Vontobel Holding
Switzerland
$240K -$47.2K -5 -14%
Citadel Advisors
45
Citadel Advisors
Florida
$224K -$689K -73 -72%
Simplex Trading
46
Simplex Trading
Illinois
$215K +$113K +12 +75%
JP Morgan Chase
47
JP Morgan Chase
New York
$210K -$104K -11 -29%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$203K -$94.4K -10 -28%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$202K
AIG
50
American International Group
New York
$179K -$28.3K -3 -12%

WKHS Hedge Fund Activity: Q2 2022 in Review

144 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2022, worth a combined $134M — down 47% from $251M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WKHS and 18 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was State Street, adding an estimated $10.1M. The largest seller was Norges Bank, exiting entirely with an estimated $4.25M sold.

  • 144 institutional investors held Workhorse Group (WKHS) as of Q2 2022, down from 154 in Q1 2022.
  • Funds reported $134M of Workhorse Group stock for Q2 2022, down 47% quarter-over-quarter.
  • 18 funds opened new Workhorse Group positions in Q2 2022 and 25 closed out, a net change of -7 holders.
  • The largest Workhorse Group buyer in Q2 2022 was State Street, an estimated $10.1M added.
  • The largest Workhorse Group seller in Q2 2022 was Norges Bank, an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2022.