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Workhorse Group

145 hedge funds and large institutions have $151M invested in Workhorse Group in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $4.6M

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $134M → $151M (+$17.6M)

1% more funds holding

Funds holding: 144145 (+1)

0% more ownership

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

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
49
Reduced
31
Closed
13
Calls
$12.3M
Puts
$4.6M
Net Calls
+$7.74M
Net Calls Change
+$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Sculptor Capital
New York
$739K
UBS AM
27
UBS AM
Illinois
$654K +$292K +30 +65%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$577K +$19.4K +2 +3%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$550K +$68K +7 +12%
Osaic Holdings
30
Osaic Holdings
Arizona
$506K +$146K +15 +34%
Citadel Advisors
31
Citadel Advisors
Florida
$472K +$253K +26 +90%
JF
32
Jump Financial
Illinois
$414K +$467K +48 New
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$356K -$175K -18 -31%
Deutsche Bank
34
Deutsche Bank
Germany
$337K -$58.3K -6 -13%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$302K +$87.5K +9 +35%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
36
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$285K -$175K -18 -35%
AllianceBernstein
37
AllianceBernstein
Tennessee
$266K
Simplex Trading
38
Simplex Trading
Illinois
$250K +$9.72K +1 +4%
JP Morgan Chase
39
JP Morgan Chase
New York
$242K +$9.72K +1 +4%
SSA
40
Schonfeld Strategic Advisors
New York
$242K +$272K +28 New
QT
41
Quantbot Technologies
New York
$232K -$175K -18 -40%
MIM
42
MetLife Investment Management
New Jersey
$226K +$77.8K +8 +44%
ECM
43
ExodusPoint Capital Management
New York
$225K -$321K -33 -56%
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$223K
AIG
45
American International Group
New York
$208K +$9.72K +1 +4%
Legal & General Group
46
Legal & General Group
United Kingdom
$207K -$194K -20 -45%
Vontobel Holding
47
Vontobel Holding
Switzerland
$207K -$68K -7 -23%
AAS
48
Ameritas Advisory Services
Nebraska
$200K +$19.4K +2 +10%
Man Group
49
Man Group
United Kingdom
$193K +$214K +22 New
SG Americas Securities
50
SG Americas Securities
New York
$189K +$126K +13 +144%

WKHS Hedge Fund Activity: Q3 2022 in Review

145 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2022, worth a combined $151M — up 13% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WKHS positions and 13 closed out — a net gain of 2 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.99M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.96M sold.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2022, up from 144 in Q2 2022.
  • Funds reported $151M of Workhorse Group stock for Q3 2022, up 13% quarter-over-quarter.
  • 15 funds opened new Workhorse Group positions in Q3 2022 and 13 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q3 2022 was Vanguard Group, an estimated $1.99M added.
  • The largest Workhorse Group seller in Q3 2022 was Two Sigma Investments, an estimated $1.96M sold.

Based on aggregated 13F filings for Q3 2022.