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Workhorse Group
WKHS

40 hedge funds and large institutions have $5.49M invested in Workhorse Group in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

14% more funds holding

Funds holding: 35 → 40 (+5)

0% less ownership

Funds ownership: 0% → 0% (-0%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

33% less capital invested

Capital invested by funds: $8.22M → $5.49M (-$2.73M)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
7
Closed
4
Calls
$6.57M
Puts
–
Net Calls
+$6.57M
Net Calls Change
+$6.57M

Top Buyers

1
First Manhattan
First Manhattan
New York
+$353K
2
Jane Street
Jane Street
New York
+$138K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$115K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$73K
5
WP
WMS Partners
Maryland
+$46.1K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$23.1K
2
HCM
Hollencrest Capital Management
California
-$18K
3
Wells Fargo
Wells Fargo
California
-$11.5K
4
CCB
Cutter & Co Brokerage
Missouri
-$7.68K
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
51
Clear Perspective Advisors
Illinois
– -$2K – –
SEI Investments
52
SEI Investments
Pennsylvania
– -$1K – –
1 2
3

WKHS Hedge Fund Activity: Q3 2018 in Review

40 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2018, worth a combined $5.49M — down 33% from $8.22M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WKHS positions and 4 closed out — a net gain of 5 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was First Manhattan, adding an estimated $353K. The largest seller was Goldman Sachs, cutting an estimated $23.1K.

  • 40 institutional investors held Workhorse Group (WKHS) as of Q3 2018, up from 35 in Q2 2018.
  • Funds reported $5.49M of Workhorse Group stock for Q3 2018, down 33% quarter-over-quarter.
  • 9 funds opened new Workhorse Group positions in Q3 2018 and 4 closed out, a net change of +5 holders.
  • The largest Workhorse Group buyer in Q3 2018 was First Manhattan, an estimated $353K added.
  • The largest Workhorse Group seller in Q3 2018 was Goldman Sachs, an estimated $23.1K sold.

Based on aggregated 13F filings for Q3 2018.