Workhorse Group
WKHS
36 hedge funds and large institutions have $11.2M invested in Workhorse Group in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
9% more funds holding
Funds holding: 33 → 36 (+3)
0% less ownership
Funds ownership: 0% → 0% (-0%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
10% less capital invested
Capital invested by funds: $12.4M → $11.2M (-$1.26M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$297K |
| 2 |
PCM
Prelude Capital Management
New York
|
+$105K |
| 3 |
Morgan Stanley
New York
|
+$69.9K |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$69.9K |
| 5 |
State Street
Boston,
Massachusetts
|
+$61.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$1.85M |
| 2 |
Millennium Management
New York
|
-$346K |
| 3 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$128K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$77K |
| 5 |
Goldman Sachs
New York
|
-$61.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Balyasny Asset Management
Chicago,
Illinois
| – | -$51K | -7 | Closed |
|
|
DOA
52
D'Orazio & Associates
Falls Church,
Virginia
| – | -$2K | – | – |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| – | -$2K | – | – |
|
WKHS Hedge Fund Activity: Q1 2018 in Review
36 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2018, worth a combined $11.2M — down 10% from $12.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WKHS positions and 4 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Vanguard Group, adding an estimated $297K. The largest seller was CWH Capital Management, cutting an estimated $1.85M.
- 36 institutional investors held Workhorse Group (WKHS) as of Q1 2018, up from 33 in Q4 2017.
- Funds reported $11.2M of Workhorse Group stock for Q1 2018, down 10% quarter-over-quarter.
- 7 funds opened new Workhorse Group positions in Q1 2018 and 4 closed out, a net change of +3 holders.
- The largest Workhorse Group buyer in Q1 2018 was Vanguard Group, an estimated $297K added.
- The largest Workhorse Group seller in Q1 2018 was CWH Capital Management, an estimated $1.85M sold.
Based on aggregated 13F filings for Q1 2018.