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Workhorse Group

145 hedge funds and large institutions have $89.4M invested in Workhorse Group in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $6.03M | Put options by funds: $2.02M

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 145145 (0)

0% more ownership

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

41% less capital invested

Capital invested by funds: $151M → $89.4M (-$61.8M)

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
42
Reduced
37
Closed
21
Calls
$6.03M
Puts
$2.02M
Net Calls
+$4.01M
Net Calls Change
-$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$498K +$372K +54 +98%
Swedbank
27
Swedbank
Sweden
$489K +$737K +107 New
Goldman Sachs
28
Goldman Sachs
New York
$436K -$944K -137 -59%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$397K -$1.49M -217 -71%
SC
30
Sculptor Capital
New York
$391K
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$387K +$145K +21 +33%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$361K +$413K +60 +316%
UBS AM
33
UBS AM
Illinois
$352K +$6.89K +1 +1%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$338K -$1.79M -260 -78%
Squarepoint
35
Squarepoint
New York
$320K +$427K +62 +775%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$309K +$6.89K +1 +1%
Tudor Investment Corp
37
Tudor Investment Corp
Connecticut
$282K +$427K +62 New
QT
38
Quantbot Technologies
New York
$249K +$193K +28 +104%
Osaic Holdings
39
Osaic Holdings
Arizona
$234K -$55.1K -8 -14%
XT
40
XTX Topco
Cayman Islands
$228K +$344K +50 New
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$228K -$420K -61 -55%
Nisa Investment Advisors
42
Nisa Investment Advisors
Missouri
$218K +$324K +47 +4,700%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202K +$75.8K +11 +33%
AllianceBernstein
44
AllianceBernstein
Tennessee
$192K +$75.8K +11 +35%
SFA
45
Sequoia Financial Advisors
Ohio
$162K +$241K +35 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$160K
Deutsche Bank
47
Deutsche Bank
Germany
$142K -$55.1K -8 -21%
JP Morgan Chase
48
JP Morgan Chase
New York
$133K +$6.89K +1 +4%
AAS
49
Ameritas Advisory Services
Nebraska
$129K +$34.4K +5 +22%
Legal & General Group
50
Legal & General Group
United Kingdom
$116K +$6.89K +1 +4%

WKHS Hedge Fund Activity: Q4 2022 in Review

145 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2022, worth a combined $89.4M — down 41% from $151M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WKHS positions and 21 closed out — a net gain of 2 holders — while 42 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $2.71M. The largest seller was Susquehanna International Group, cutting an estimated $1.79M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $89.4M of Workhorse Group stock for Q4 2022, down 41% quarter-over-quarter.
  • 23 funds opened new Workhorse Group positions in Q4 2022 and 21 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q4 2022 was BlackRock, an estimated $2.71M added.
  • The largest Workhorse Group seller in Q4 2022 was Susquehanna International Group, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2022.