We are live on ! Find out more
WKHS icon

Workhorse Group

60 hedge funds and large institutions have $3.78M invested in Workhorse Group in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $321K

0.08% more ownership

Funds ownership: 0.01%0.09% (+0.08%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

49% less funds holding

Funds holding: 11760 (-57)

72% less capital invested

Capital invested by funds: $13.3M → $3.78M (-$9.54M)

75% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 75

Holders
60
Holders Change
-57
Holders Change %
-48.72%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
12
Reduced
14
Closed
75
Calls
$2.1M
Puts
$321K
Net Calls
+$1.78M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$8.29K +$18.4K +35 New
PAS
27
Point72 Asia (Singapore)
Singapore
$8.21K +$18.4K +35 New
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$6.6K -$32K -61 -69%
JP Morgan Chase
29
JP Morgan Chase
New York
$5.89K -$2.1K -4 -14%
PD
30
Point72 (DIFC)
United Arab Emirates
$5K +$11K +21 New
MA
31
MCF Advisors
Kentucky
$3.83K
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$3.22K -$12.6K -24 -63%
BTI
33
Blue Trust Inc
Georgia
$3.21K +$47.7K +91 New
Wells Fargo
34
Wells Fargo
California
$2.95K -$21K -40 -75%
Citigroup
35
Citigroup
New York
$2.47K -$2.1K -4 -29%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.51K -$5.77K -11 -28%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1K -$524 -1 -25%
BCMLT
38
Beacon Capital Management LLC (Tennessee)
Tennessee
$994
MIA
39
MeadowBrook Investment Advisors
Michigan
$989
Macquarie Group
40
Macquarie Group
Australia
$914 +$2.1K +4 New
IA
41
IFP Advisors
Florida
$899 +$14.2K +27 +2,700%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$765
Federated Hermes
43
Federated Hermes
Pennsylvania
$735 +$524 +1 +50%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$433
RFA
45
Register Financial Advisors
Georgia
$314
AF
46
Allworth Financial
California
$299
CM
47
Castleark Management
Illinois
$297
NFSG
48
Newbridge Financial Services Group
Florida
$275
CIA
49
Cape Investment Advisory
Georgia
$229 +$524 +1 New
CSWM
50
Cassady Schiller Wealth Management
Ohio
$193

WKHS Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2024, worth a combined $3.78M — down 72% from $13.3M a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of WKHS and 19 opened new positions — a net loss of 56 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Centiva Capital, opening a new position worth an estimated $1.16M. The largest seller was BlackRock, cutting an estimated $2.03M.

  • 60 institutional investors held Workhorse Group (WKHS) as of Q2 2024, down from 117 in Q1 2024.
  • Funds reported $3.78M of Workhorse Group stock for Q2 2024, down 72% quarter-over-quarter.
  • 19 funds opened new Workhorse Group positions in Q2 2024 and 75 closed out, a net change of -56 holders.
  • The largest Workhorse Group buyer in Q2 2024 was Centiva Capital, an estimated $1.16M added.
  • The largest Workhorse Group seller in Q2 2024 was BlackRock, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2024.