Workhorse Group
WKHS
40 hedge funds and large institutions have $22.6M invested in Workhorse Group in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 3 closing their positions.
550% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 2
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
18% more funds holding
Funds holding: 34 → 40 (+6)
8% more capital invested
Capital invested by funds: $20.9M → $22.6M (+$1.77M)
0% more ownership
Funds ownership: 0% → 0% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$407K |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$365K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$322K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$214K |
| 5 |
Morgan Stanley
New York
|
+$193K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell & Co
New York
|
-$85.8K |
| 2 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$85K |
| 3 |
EA
Efficient Advisors
Mason,
Ohio
|
-$72K |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$42.9K |
| 5 |
First Manhattan
New York
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
First Manhattan
New York
| – | -$27K | -1 | Closed |
|
|
AIM
52
Acrospire Investment Management
Chicago,
Illinois
| – | -$2K | – | – |
|
WKHS Hedge Fund Activity: Q4 2016 in Review
40 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2016, worth a combined $22.6M — up 8.5% from $20.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WKHS positions and 3 closed out — a net gain of 6 holders — while 13 added to existing stakes and 2 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $407K. The largest seller was Cannell & Co, cutting an estimated $85.8K.
- 40 institutional investors held Workhorse Group (WKHS) as of Q4 2016, up from 34 in Q3 2016.
- Funds reported $22.6M of Workhorse Group stock for Q4 2016, up 8.5% quarter-over-quarter.
- 9 funds opened new Workhorse Group positions in Q4 2016 and 3 closed out, a net change of +6 holders.
- The largest Workhorse Group buyer in Q4 2016 was Millennium Management, an estimated $407K added.
- The largest Workhorse Group seller in Q4 2016 was Cannell & Co, an estimated $85.8K sold.
Based on aggregated 13F filings for Q4 2016.