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Workhorse Group
WKHS

47 hedge funds and large institutions have $1.74M invested in Workhorse Group in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $276K

0.03% less ownership

Funds ownership: 0.09% → 0.06% (-0.03%)

22% less funds holding

Funds holding: 60 → 47 (-13)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

54% less capital invested

Capital invested by funds: $3.78M → $1.74M (-$2.04M)

57% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 23

Holders
47
Holders Change
-13
Holders Change %
-21.67%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
8
Reduced
12
Closed
23
Calls
$1.43M
Puts
$276K
Net Calls
+$1.15M
Net Calls Change
-$632K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$160K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$139K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$103K
4
VF
Virtu Financial
New York
+$65.6K
5
Morgan Stanley
Morgan Stanley
New York
+$65K

Top Sellers

Rank Fund Capital Flow
1
CC
Centiva Capital
New York
-$522K
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$306K
3
Charles Schwab
Charles Schwab
California
-$123K
4
Man Group
Man Group
United Kingdom
-$106K
5
Northern Trust
Northern Trust
Illinois
-$74.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.9K +$338 +2 +15%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$1.75K -$169 -1 -7%
Bank of America
28
Bank of America
North Carolina
$1.32K -$11K -65 -87%
BTI
29
Blue Trust Inc
Georgia
$1.08K -$14.5K -86 -95%
CAL
30
Capital Advisors Ltd
Ohio
$1K +$846 +5 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$918 -$7.44K -44 -86%
UBS Group
32
UBS Group
Switzerland
$566 -$40.9K -242 -98%
Citigroup
33
Citigroup
New York
$521 -$1.01K -6 -60%
Federated Hermes
34
Federated Hermes
Pennsylvania
$407 – – –
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$380 – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$267 – – –
IA
37
IFP Advisors
Florida
$171 -$4.57K -27 -96%
CM
38
Castleark Management
Illinois
$164 – – –
NFSG
39
Newbridge Financial Services Group
Florida
$152 – – –
CIA
40
Cape Investment Advisory
Georgia
$127 – – –
CSWM
41
Cassady Schiller Wealth Management
Ohio
$107 – – –
AF
42
Allworth Financial
California
$91 – – –
AWM
43
Activest Wealth Management
Florida
$87 – – –
HPC
44
HM Payson & Co
Maine
$87 +$169 +1 New
AA
45
Ancora Advisors
Ohio
$77 – – –
IAIM
46
International Assets Investment Management
Florida
$71 – – –
PS
47
Principal Securities
Iowa
$70 – – –
S
48
SignatureFD
Georgia
$61 – – –
AA
49
Addison Advisors
Vermont
$55 – – –
TCM
50
TD Capital Management
Tennessee
$52 – – –
1
2
3 4 5

WKHS Hedge Fund Activity: Q3 2024 in Review

47 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2024, worth a combined $1.74M — down 54% from $3.78M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of WKHS and 10 opened new positions — a net loss of 13 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Vanguard Group, adding an estimated $160K. The largest seller was Centiva Capital, exiting entirely with an estimated $522K sold.

  • 47 institutional investors held Workhorse Group (WKHS) as of Q3 2024, down from 60 in Q2 2024.
  • Funds reported $1.74M of Workhorse Group stock for Q3 2024, down 54% quarter-over-quarter.
  • 10 funds opened new Workhorse Group positions in Q3 2024 and 23 closed out, a net change of -13 holders.
  • The largest Workhorse Group buyer in Q3 2024 was Vanguard Group, an estimated $160K added.
  • The largest Workhorse Group seller in Q3 2024 was Centiva Capital, an estimated $522K sold.

Based on aggregated 13F filings for Q3 2024.