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Workhorse Group
WKHS

39 hedge funds and large institutions have $15.7M invested in Workhorse Group in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $15M → $15.7M (+$713K)

0% less ownership

Funds ownership: 0.01% → 0% (-0%)

5% less funds holding

Funds holding: 41 → 39 (-2)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
8
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$599K
2
ECM
Element Capital Management
New York
+$318K
3
ARTA
A.R.T. Advisors
New York
+$187K
4
PP
Paloma Partners
Connecticut
+$169K
5
VKH
Virtu KCG Holdings
New York
+$140K

Top Sellers

1
BlackRock
BlackRock
New York
-$1.59M
2
HRCM
Hood River Capital Management
Florida
-$1.18M
3
CC
Cannell & Co
New York
-$918K
4
BC
Birchview Capital
Vermont
-$655K
5
UOC
UBS O'Connor
Illinois
-$582K
Name Holding Trade Value Shares
Change 		Change in
Stake
HRCM
51
Hood River Capital Management
Florida
– -$1.18M -149 Closed
UOC
52
UBS O'Connor
Illinois
– -$582K -74 Closed
State Street
53
State Street
Massachusetts
– -$351K -44 Closed
Renaissance Technologies
54
Renaissance Technologies
New York
– -$117K -15 Closed
TCIM
55
TIAA CREF Investment Management
New York
– -$92K -12 Closed
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
– -$79K -10 Closed
TA
57
Teachers Advisors
New York
– -$68K -9 Closed
Charles Schwab
58
Charles Schwab
California
– -$49K -6 Closed
Barclays
59
Barclays
United Kingdom
– -$31K -4 Closed
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
– -$35K -4 Closed
AIG
61
American International Group
New York
– -$19K -2 Closed
NFA
62
Nationwide Fund Advisors
Ohio
– -$18K -2 Closed
AIP
63
Ameritas Investment Partners
Nebraska
– -$2K – –
Legal & General Group
64
Legal & General Group
United Kingdom
– -$3K – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
– -$2K – –
1 2
3

WKHS Hedge Fund Activity: Q2 2017 in Review

39 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2017, worth a combined $15.7M — up 4.8% from $15M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WKHS and 10 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 8 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $599K. The largest seller was BlackRock, cutting an estimated $1.59M.

  • 39 institutional investors held Workhorse Group (WKHS) as of Q2 2017, down from 41 in Q1 2017.
  • Funds reported $15.7M of Workhorse Group stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 10 funds opened new Workhorse Group positions in Q2 2017 and 12 closed out, a net change of -2 holders.
  • The largest Workhorse Group buyer in Q2 2017 was Millennium Management, an estimated $599K added.
  • The largest Workhorse Group seller in Q2 2017 was BlackRock, an estimated $1.59M sold.

Based on aggregated 13F filings for Q2 2017.