Workhorse Group
WKHS
41 hedge funds and large institutions have $15M invested in Workhorse Group in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 5 closing their positions.
550% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
3% more funds holding
Funds holding: 40 → 41 (+1)
0% more ownership
Funds ownership: 0% → 0.01% (+0%)
34% less capital invested
Capital invested by funds: $22.6M → $15M (-$7.65M)
Top Buyers
| 1 |
CCM
CWH Capital Management
Spokane,
Washington
|
+$2.36M |
| 2 |
BlackRock
New York
|
+$2.04M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$1.55M |
| 4 |
CC
Cannell & Co
New York
|
+$1.22M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$957K |
Top Sellers
| 1 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$503K |
| 2 |
Millennium Management
New York
|
-$408K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$153K |
| 4 |
JP Morgan Chase
New York
|
-$67K |
| 5 |
Citigroup
New York
|
-$31.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Millennium Management
New York
| – | -$408K | -19 | Closed |
|
|
RJFSA
52
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$153K | -7 | Closed |
|
|
53
Citigroup
New York
| – | -$31.2K | -3 | Closed |
|
|
54
JP Morgan Chase
New York
| – | -$67K | -3 | Closed |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$5K | – | – |
|
WKHS Hedge Fund Activity: Q1 2017 in Review
41 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2017, worth a combined $15M — down 34% from $22.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WKHS positions and 5 closed out — a net gain of 5 holders — while 13 added to existing stakes and 2 trimmed.
The largest buyer was CWH Capital Management, opening a new position worth an estimated $2.36M. The largest seller was Essex Investment Management, exiting entirely with an estimated $503K sold.
- 41 institutional investors held Workhorse Group (WKHS) as of Q1 2017, up from 40 in Q4 2016.
- Funds reported $15M of Workhorse Group stock for Q1 2017, down 34% quarter-over-quarter.
- 10 funds opened new Workhorse Group positions in Q1 2017 and 5 closed out, a net change of +5 holders.
- The largest Workhorse Group buyer in Q1 2017 was CWH Capital Management, an estimated $2.36M added.
- The largest Workhorse Group seller in Q1 2017 was Essex Investment Management, an estimated $503K sold.
Based on aggregated 13F filings for Q1 2017.